grrrr orange man bad who cares !!!
The pause stems from a combination of factors:Record oversupply: Kentucky has over 16 million aging bourbon barrels (triple the amount from 15 years ago), leading to high inventory taxes ($75 million industry-wide in 2025) and storage costs.
Declining demand: Overall U.S. spirits exports down 9% in Q2 2025; Americans are drinking less alcohol overall (trends show lower consumption, especially among younger people, and shifts away from discretionary spending).
That said, tariffs aren't the only or even primary factor in every report—oversupply from boom-era expansion and domestic drinking trends are consistently mentioned as major contributors. Some coverage (e.g., Business Insider) focuses more on general market slowdown without heavily emphasizing Trump