ENERGY EXPORTERS
The Supreme Court struck down IEEPA tariffs in February 2026 — but Section 301 reimposition is expected at unknown rates and timing. For Canadian energy exporters, that means another cycle of margin uncertainty on US contracts. Financial protection helps you prepare.
THE SITUATION
In 2025, a Canadian energy equipment company with $15M in annual US export revenue was absorbing $3.75M in unexpected tariff costs on pre-tariff contracts. The Supreme Court struck down IEEPA tariffs in February 2026 — opening the door to refunds and providing temporary relief. But Section 301 reimposition is expected. For energy exporters, the question isn't whether tariffs are coming back — it's at what rate, on what timeline, and under what authority.
Most long-term contracts signed before the tariff spike don't have automatic tariff pass-through clauses. Renegotiating mid-contract risks the customer relationship. The same problem that hit in 2025 will hit again when Section 301 reimposition goes into effect.
For oilfield services companies, drilling equipment manufacturers, pipeline component producers, and industrial manufacturers with significant US revenue, the forward exposure is material — and the rate is unknown.
Financial protection fills the gap between your current contract pricing and tariff-adjusted economics. Pay a known cost upfront, receive automatic settlement when tariffs move against you. Your contracts remain viable. Your relationship with US customers stays intact.
WHO THIS IS FOR
Drilling equipment, wellhead components, and downhole tools manufactured in Canada and exported to US operators. Current tariffs apply directly to goods crossing the border.
Pressure pumping, wireline, fluid services, and other oilfield services operating in the US with Canadian crews, equipment, or parent companies.
Valves, fittings, compressors, and midstream equipment manufactured in Alberta or BC and sold into US pipeline and midstream projects.
OCTG, structural steel, industrial fabrications, and other manufactured goods crossing the Canada-US border under current tariff exposure.
Canadian engineering firms with US project revenue may carry embedded tariff exposure depending on contract structure and billing arrangements.
Software and technology companies with Canadian operations billing US energy clients face indirect tariff risk when client budgets are compressed by tariffs.
HOW IT WORKS
We analyze your US revenue, the tariff rate applying to your goods or services, and your contract structure. The output is a dollar figure for your annual tariff exposure and a scenario model.
Protection is structured around your specific exposure — your trade corridor, product category, and the tariff threshold at which harm becomes material. Cost and trigger are disclosed before any commitment.
When tariff conditions meet the trigger, settlement is automatic based on official published data. No claims process. Funds arrive without paperwork or negotiation.
We track tariff conditions and your protection status. You receive reporting and alerts. If conditions change materially, we discuss whether protection should be adjusted.
IEEPA tariffs were struck down in February 2026 — but Section 301 reimposition is expected at unknown rates and timing. If you're locked into pre-tariff pricing, refunds cover the past. What comes next under Section 301 is unprotected. Financial protection puts a known cost in place now, sized to your forward exposure — so you can honor existing contracts without absorbing the next round.
Service contracts with US customers are often multi-year with fixed or index-linked pricing. Contracts signed before the 2025 tariff surge faced margin compression that year. With Section 301 reimposition expected, those same contracts face renewed uncertainty. We model your contract portfolio and design protection sized to your forward exposure under the new authority.
Protection cost and structure are disclosed upfront, including what happens in different scenarios. If tariffs are reduced before the protection settles, the instrument reflects current tariff conditions. The cost of protection is known from day one — there are no retroactive adjustments.
Both. Physical goods exported to the US face direct tariff exposure. Services with embedded Canadian-origin inputs may also carry tariff risk depending on contract structure. Tell us about your export mix in the assessment and we'll model accordingly.
Free assessment. We model your forward exposure under Section 301 scenarios and design protection in 48 hours.