Yeah John Deere (who is a big manufacturer in the US) has seen material costs up ... and due to the tariff fight farmers don't want to buy new equipment. Big double whammy.

And they're they employ 30k people, many in manufacturing in the US.

Every big industrial manufacturer like them is going to be HURTING in the next several years. That double-whammy you describe can apply to basically any industrial sector that uses large vehicles/equipment.