Insight
How would energy tariffs affect North American gas markets?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The Trump Administration’s proposed tariffs on North American energy remain in limbo. A 25% tariff on Canadian and Mexican imports along with a 10% rate on Canadian oil and gas was delayed by 30 days in early February, leaving the path ahead unclear. To analyze the consequences of North American tariffs, we implemented a scenario that assumes a 10% tariff starting in March 2025 through October 2027, applied at the various US boarder import locations. In this report, we cover the following topics: - What continental trade flows would be impacted by the tariffs? - How will the tariffs impact gas prices at key pricing hubs? - Shifting pipeline flow patterns. - Are there drivers to offset the impact of the tariffs?
Table of contents
- Executive Summary
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
How would a delayed energy transition in North America impact the natural gas market?
North American gas market outlook in a delayed energy transition scenario.
$950
Asset Report
Taglu
The Taglu field is 100% owned and operated by Imperial Oil. It is the largest of the three gas fields in the Mackenzie Gas Project ...
$3,720
Asset Report
Niglintgak
The Niglintgak field is 100% owned and operated by Shell. In July 2011, Shell announced its intention to divest its 11.4% interest in ...
$3,720
