Insight

US-China trade tensions: what are the implications for commodities?

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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 3 images and tables including:

  • Share of US production destined for exports
  • Power demand for key industries
  • Power intensity for key industries

What's included

This report contains:

  • Document

    US-China trade tensions: what are the implications for commodities?

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