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cover of episode Introducing the artificial meteorologist

Introducing the artificial meteorologist

2025/6/4
logo of podcast Marketplace All-in-One

Marketplace All-in-One
AI Deep Dive AI Chapters Transcript
People
A
Aaron McLaughlin
A
Amy McGovern
J
Jason Miller
N
Nancy Marshall-Genzer
R
Renato Molina
T
Tatiana Darugina
Topics
Aaron McLaughlin：作为会议委员会的高级经济学家，我认为制造商无法立即转向国内供应商，因为扩大钢铁和铝厂需要数年时间。我们需要资本、劳动力和良好的基础设施，而这些都面临约束。目前，许多公司会尽量推迟大订单，但最终他们将不得不以更高的价格购买库存，并将部分额外成本转嫁给美国消费者。 Jason Miller：我认为最大的担忧是关税对美国出口市场的影响。出口制造商必须与外国公司竞争。例如，一家欧洲机械制造商由于不承担这些高昂的材料成本，在全球市场上更具竞争力，这损害了美国制造商的销售。

Deep Dive

Chapters
The recent increase in steel and aluminum tariffs is causing significant challenges for U.S. manufacturers. Domestic suppliers can't meet the increased demand, leading to delays and higher prices for consumers. This also impacts U.S. manufacturers' competitiveness in the global market.
  • Increased tariffs on steel and aluminum imports (doubled to $500)
  • Domestic suppliers can't quickly increase production to meet demand
  • Companies delaying orders, anticipating tariff changes
  • Higher prices passed on to consumers
  • Negative impact on U.S. export market competitiveness

Shownotes Transcript

Microsoft has unveiled a weather forecasting approach that makes its predictions using artificial intelligence. Google, Nvidia and Huawei are all using AI to try to make weather predictions more precise. And as hurricane season gets underway, we look into what it could mean for the broader economy. But first, how higher steel and aluminum tariffs could hurt U.S. manufacturers.