Insight
US-China trade tensions: what are the implications for commodities?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
On 15 June, the US administration announced it would impose 25% tariffs on about US$50 billion of Chinese goods. China immediately retaliated with tariffs of the same scale and amount – including US energy products as one of its targets. The US has since responded with the threat of another US$200 billion round of import taxes, escalating the situation further. In this Insight, we assess the likely impact – if implemented – of these tariffs on crude oil, LNG, propane, petrochemicals, power and coal.
Table of contents
- Key takeaways
- Crude oil
- LNG
- Propane and petrochemicals
- Power
- Coal
- Conclusion
Tables and charts
This report includes the following images and tables:
-
Share of US production destined for exportsPower demand for key industriesPower intensity for key industries
What's included
This report contains:
Other reports you may be interested in
Insight
MOL’s acquisition of NIS: the value of synergies
MOL Group acquires Serbian national oil company NIS. What are the implications for the wider region?
$900
Insight
Iran and the Strait of Hormuz: The impact of the Middle Eastern conflict on iron ore
Closure of Strait threatens to choke off Middle Eastern DRI supply
$1,050
Insight
Aluminium set for significant turbulence from Middle East conflict
Aluminium market set for significant turbulence as Middle Eastern conflict starts.
$1,050
