Insight
Trump talks tough on trade: what are the implications?
*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 has announced a further round of protectionist trade measures, aimed at China. They include tariffs on imports and restrictions on Chinese investment in the US. The scale of the tariffs is relatively small, and the direct impact on economic growth will be minimal. Of greater concern is the risk of escalation and the negative impact this will have on sentiment. Waning confidence could slow growth, and commodity demand in turn. Increased risk aversion will may also drag on commodity prices. The restrictions on Chinese investment in the US could also have implications for the energy industry.
Table of contents
- Trump talks tough on trade: what are the implications?
Tables and charts
This report includes the following images and tables:
- The latest tariffs in context
What's included
This report contains:
Other reports you may be interested in
Insight
Is natural gas the “Trump” card in the US energy policy deck?
What are the impacts of US federal regulatory and policy changes for the natural gas industry?
$950
Insight
Tokyo Metals and Mining Briefing 2025
Ferrous market outlook, energy transition, and trade dynamics—key insights from Wood Mackenzie’s Metals and Mining Tokyo briefing.
$1,050
Insight
Can the deepwater Black Sea deliver advantaged gas to Europe?
More exploration and experienced operators are needed to unlock the frontier basin’s full potential
$1,350
