The shipment data reflect a market still adapting to challenges presented by the transition to A2L-compatible equipment, a shortage of aftermarket R-454B for use by contractors, and uncertainty about the Trump administration's tariff policy.
Tariffs on Canada were raised to 35%, although goods covered under the United States-Mexico-Canada Agreement (USMCA) — including HVAC products — are exempt.
A refrigerant shortage, tariffs, and IRA uncertainty combined to create a turbulent summer, highlighting the urgent need for better planning and coordination across the HVAC industry.
HVACR contractors must be informed about natural refrigerants such as CO₂ and ammonia in order to help clients meet regulatory mandates and sustainability goals.