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Trump creates new risk dynamic
US policies may have lasting effects in sectors such as energy, that rely on predictable rules and long-term planning
Momentum builds for Alaska LNG
Asian and European interest gathers pace as Trump throws his weight behind frontier state
Letter from the US: Energy needs require a rethink
Tariffs, AI, critical minerals and emerging markets all raise fundamental policy questions
Lower oil prices fuel US driving season
US gasoline consumption is at its highest level since before COVID, but while stocks remain healthy, the hurricane season threatens
Cheap gas key to unlocking new markets
Weaning poorer regions off coal means gas needs to be abundant and competitive longer term
Do not underplay China’s long-term gas growth narrative
A subdued market amid global trade tensions is just an aberration in gas’ upward trajectory
Woodside adopts considered approach to Louisiana LNG
CEO Meg O’Neill explains the virtue of patience in offtake discussions amid tariff tensions
Canada’s energy superpower ambition
The new government is talking and thinking big, and there are credible reasons to believe it is more than just grandstanding
Is a Russia-Iran gas deal on the horizon?
Russia has ample spare gas, and Iran needs it, but sanctions and pricing pose steep hurdles.
China’s critical gas position
China will play a huge role in driving gas demand, with its Qatar partnership crucial to this growth amid global structural challenges
Politics China US
Shi Weijun
Shanghai
3 March 2025
Follow @PetroleumEcon
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US-China trade war will have limited impact

Tariffs likely to compound already weakening energy flows between economic powerhouses and lead to trade being rerouted

China’s decision to impose retaliatory tariffs on American crude oil and LNG imports after US President Donald Trump’s new punitive measures on Beijing is set to pause the already softening trade in the fuels between the world’s two largest economies, while the standoff could also reroute global energy trade flows as Chinese importers seek alternative supplies.  Chinese tariffs of 15% on LNG and coal from the US, as well as a 10% levy on crude oil, took effect on 10 February, in response to the Trump administration’s opening salvo of an additional 10% duty on all Chinese goods. While the tit-for-tat tariffs mark a flare-up in the US-China trade war started by Trump in his first presidency an

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Trump creates new risk dynamic
13 June 2025
US policies may have lasting effects in sectors such as energy, that rely on predictable rules and long-term planning

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