Under the updated policy, many HVAC products are now subject to tariffs of up to 25% on the full value of the product, even when they are made with substantial amounts of U.S.-produced metal. It also removes the longstanding exemption for U.S.-origin steel and aluminum, meaning products built with American materials can still face steep tariffs.

These changes reverse the original intent of Section 232, which was to encourage domestic sourcing. Instead, the new structure penalizes companies that invested in U.S. supply chains and creates an all-or-nothing system that is not feasible for complex HVAC products made from globally sourced components.

The result is clear: significantly higher equipment costs that will move through the supply chain and directly impact contractors, distributors, and ultimately homeowners and businesses, especially as we enter peak cooling season.

You can help prevent unnecessary price increases. Urge the Department of Commerce, the White House, and Congress to exempt HVACR products from Section 232 tariffs and restore policies that support U.S. manufacturing without raising costs on American consumers.

Take action now to protect affordability and supply chain stability.