Insight
US-China trade tensions: what are the implications for commodities?
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 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:
Other reports you may be interested in
Insight
Future Facing Commodities 2024 - your questions answered
Our experts cover questions from EV forecasts to the latest battery tech, and from CBAM in aluminium to hydrogen’s most likely end uses
$1,050
Insight
A delayed energy transition
3 ˚C warming pathway
$1,050
Insight
Energy & Commodities Summit 2020 : APAC Virtual Edition
What does the crisis of 2020 mean for the future of energy?
$1,050
