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    Eric Lemarié • CIC Market Solutions

    Eric Lemarié's questions to ABBNY leadership

    Eric Lemarié's questions to ABBNY leadership • Q1 2025

    Question

    Eric Lemarié of CIC Market Solutions asked if the U.S. reshoring trend, potentially accelerated by Trump administration policies, is driving an observable increase in demand for ABB's automation solutions.

    Answer

    CEO Morten Wierod noted that reshoring has been an ongoing trend for several years, driven by risk mitigation and a desire to be closer to customers. He agreed that such policies would likely drive more investment in U.S. manufacturing, which is positive for automation, but cautioned that the larger question is the overall impact on the global economy.

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    Eric Lemarié's questions to ABBN.SW leadership

    Eric Lemarié's questions to ABBN.SW leadership • Q1 2025

    Question

    Eric Lemarié of CIC Market Solutions asked about the impact of U.S. reshoring on the automation business and whether a potential Trump administration could accelerate this trend.

    Answer

    CEO Morten Wierod described reshoring as an ongoing, multi-year trend driven by risk mitigation and a desire to be closer to customers. He agreed that policies favoring local manufacturing would likely drive more investment in the U.S., but cautioned that the broader impact on the global economy remains a key question mark.

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    Eric Lemarié's questions to Abb Ltd (ABLZF) leadership

    Eric Lemarié's questions to Abb Ltd (ABLZF) leadership • Q1 2025

    Question

    Eric Lemarié from CIC Market Solutions asked about the impact of U.S. reshoring on ABB's automation business and whether a potential Trump administration could accelerate this trend.

    Answer

    CEO Morten Wierod noted that reshoring has been an ongoing trend for several years, driven by a desire to be closer to customers. He explained that ABB supports this by helping customers build local manufacturing. He agreed that certain policies could drive more investment in U.S. manufacturing, but the larger question is the overall effect on the global economy.

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