Tariff policies are shifting fast—and CFOs are on the front lines. At the recent Risky Business event hosted by the CFO Dive and ESG Dive news outlets, Orbia CFO Jim Kelly joined the panel "Just-in-Time: Mitigating Supply Chain Risk" along with IMAX CFO Natasha Fernandes to share insights on how leading businesses are navigating risk management amid quickly evolving trade policies.
During the conversation, Jim emphasized that resilience comes from planning ahead—not chasing headlines. With operations in over 50 countries and commercial activities in over 100, Orbia is tracking global policy changes and managing risks through proactive scenario planning, clear investor communication and focus on a long-term strategy.
“It’s important for companies to keep pace with ever-changing tariff policies — but business leaders also need to be sure they are making any decisions around those policies with an eye towards the long-term.”
- Jim Kelly, Chief Financial Officer, Orbia
While Jim noted Orbia has not been “significantly impacted” by current U.S. tariff policies as much of its cross-border transactions fall under the United States-Mexico-Canada Agreement (USMCA), the company has taken several proactive steps to mitigate impact. For example, Jim highlighted that Orbia has entered into a 50/50 joint venture with OxyChem to produce ethylene to limit exposure.
As global trade dynamics continue to evolve, Orbia remains focused on building long-term resilience—balancing agility with strategic foresight to stay ahead of policy shifts and keep delivering for its customers, communities and investors.
Read the original recap of the panel on CFO Dive here.