Energy Intelligence
Energy In the Age of Protectionism
Energy In the Age of Protectionism
Thu, Apr 10, 2025
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The use of tariffs to further national economic interests may not be novel, but the trade barriers the US are using are strikingly original. Traditional allies and competitors alike are in the firing line from notably high tariffs on a wide range of commodities and technologies. Representing a dramatic change in policy from a longtime champion of free trade, the US’ position on tariffs under President Donald Trump, when seen alongside the retaliatory counter measures suggested by China and others, represents the greatest challenge to the global economic order since the end of the Cold War.
This detailed 30+-page report is part of a new dedicated content series – Energy in the Age of Protectionism – from the experts at Energy Intelligence. Bringing together contributions from across our integrated team of journalists, research analysts and data specialists, here you will find our initial views on what the age of protectionism means for energy, for oil and gas markets, the low-carbon transition and for corporate strategies.
Key contents of the report:
- Current Issue in Context: Tariffs and impact on the global economic order; Trade partner responses
- Trade Conflict Scenarios: Economic growth outlook
- Oil Markets Outlook: Price and fundamentals impact; Opec-plus market management
- Gas and LNG Markets Outlook: Impact on US LNG; Implications for global markets
- Energy Transition Impact: Low-carbon technology price outlook; Transition policy outlook
- Corporate Strategy Impact: Industry signposts and peer group responses
