John Keilman

Chicago

Manufacturing Reporter at The Wall Street Journal

I cover manufacturing for the Wall Street Journal

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Articles

CEOs Rush to Get Their Shipments From China While Trade Truce Lasts

1 day ago | wsj.com | Suzanne Kapner |Ruth Simon |John Keilman

Barrocas immediately instructed factories in China to release goods bound for the U.S., including coffee makers and the Ninja Slushie, a frozen-drink maker. “We had hundreds of containers ready to leave China when the tariffs went into effect,” Barrocas said. “Now, we’ll be able to put them on a boat.”Businesses across the U.S. that rely on Chinese imports have been stuck for weeks, trying to figure out how to navigate the sky-high tariffs that President Trump imposed on Chinese goods in April.
Proxy Firms Split on Harley-Davidson Board Shake-Up

1 week ago | wsj.com | John Keilman

Shareholder advisers differ on activist investor’s campaign to remove three board membersISS said in a report this week that an activist investor, H Partners, hasn’t made a compelling case to remove three members of Harley’s board, each of whom has served for at least 17 years. They are Chairman Jochen Zeitz, who is also the company’s chief executive, and directors Thomas Linebarger and Sara Levinson. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved.
DuPont’s Biggest Tariff Challenge Comes from Exports to China

1 week ago | wsj.com | John Keilman

Chemical and materials maker DuPont faces a tariff challenge that is different from many U.S. manufacturers—most of its potential $500 million exposure comes from shipping products to its own business in China. The country accounts for about a fifth of DuPont’s $12 billion annual revenue, thanks in part to the electronics business that serves China’s booming semiconductor fabrication industry.
Harley-Davidson Sales Slowed by Tariffs, Economic Jitters

1 week ago | wsj.com | John Keilman |Denny Jacob

Motorcycle maker pulls its guidance for the year; the company is seeking a new CEOThe motorcycle maker said Thursday that slowing demand pushed its global motorcycle shipments 33% lower in the first quarter. Global retail motorcycle sales fell 21% from the prior year due to high interest rates and low consumer confidence, the company said. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8Subscribe NowAlready a subscriber? Sign In
米製造業、「純国産」の高いハードル

2 weeks ago | jp.wsj.com | John Keilman

不可欠な部品は価格が高すぎたり、もはや国内生産されていなかったりするとメーカーは指摘　米アイダホ州に本社を置くデックドは当初から「純国産」メーカーを目指してきた。ピックアップトラック用の引き出し式収納システムを製造しており、材料費の95％は米国のサプライヤーに支払っている。　残りの5％を米国内に移そうとする取り組みには困難が伴ってきた。ビル・バンタ最高経営責任者（CEO）は、中国から購入しているボールベアリングの国内調達先を探したが行き詰まったと話す。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8ウォール・ストリート・ジャーナル日本版今すぐ購読する Special Advertising Section アクセスランキング
Polaris Hopes Lobbying Effort Will Bring Tariff Relief

2 weeks ago | wsj.com | John Keilman

Polaris said President Trump’s tariffs on Chinese goods are giving its rivals an edge, and the off-road vehicle maker is lobbying Washington for relief. The Minnesota-based company makes motorcycles, snowmobiles and other vehicles at factories in the U.S. but imports many components from China. New tariff costs on those goods could reach up to $240 million this year, the company said.
生产一件纯美国造产品为何如此难？

2 weeks ago | cn.wsj.com | John Keilman

制造商们提到了几个原因，关键零部件价格过高、供应短缺或者在美国本土根本买不到。总部位于爱达荷州的Decked从一开始就立志成为一家纯美制造商。该公司生产皮卡用的滑出式整理箱，其95%的材料支出都花在美国供应商身上。将最后5%的采购转移到美国国内一直是个挑战。该公司首席执行官比尔·班塔(Bill Banta)表示，对于现在从中国购买的滚珠轴承，该公司曾寻找美国国内的货源，但最终碰壁。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8立即订阅热门文章热门视频
‘Made in the U.S.A.’ Isn’t as Easy as It Sounds

2 weeks ago | wsj.com | John Keilman

Even as the trade war begins, fewer consumer packaged goods and grocery items are being marketed as “Made in the U.S.A.,” data from NielsenIQ shows. Here is why hitting that designation is difficult.
Why Making an All-American Product Is So Hard

2 weeks ago | wsj.com | John Keilman

Manufacturers say key components are too expensive, too scarce or simply unavailable from U.S. sourcesFrom the start, the Idaho-based company Decked has aspired to be an All-American manufacturer. It makes slide-out organizers for pickup trucks, and 95% of its spending on materials goes to U.S. suppliers. Moving that last 5% stateside has been a challenge. Chief Executive Bill Banta said the company searched for a domestic source for the ball bearings it buys from China, only to hit a dead end.
Whirlpool Says Tariffs Will Level the Appliance Playing Field

2 weeks ago | wsj.com | John Keilman

Whirlpool is voicing support for the tariffs imposed by the Trump Administration, saying they will level the playing field for appliance makers and support U.S. manufacturing. The Michigan-based company, which has 10 plants in the U.S., said in a presentation released with its first quarter results Wednesday that its Asian competitors have benefitted from cheaper steel prices and tariff-free components—an “unfair disadvantage” to Whirlpool that might now dissipate.