Policy Uncertainty Disrupts North American AC Market, Impacting Trade and Demand Stability

Published: Jun 18, 2026 17:22

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North American Air Conditioner Market: Policy Disruptions and Disrupted Pace. Frequent and disorderly adjustments to US tariff policies and AC energy efficiency standards have kept trade uncertainty on the rise, significantly increasing procurement and compliance risks for the industry. Dealers generally adopt a small-batch, wait-and-see stockpiling strategy; the traditional seasonal restocking pace has been disrupted, and market demand release is unstable and fluctuates greatly.

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