Opinion

What Trump's tariff policy means for energy and natural resources

Analysing the global impact of new US trade measures on power and renewables, oil, gas and metals and mined commodities

1 minute read

On 2 April, President Trump issued sweeping tariffs by executive order with a minimum rate of 10% applied to all trade partners – some face much higher rates. The tariffs are making headlines and changing global markets.

In a special webinar with an introduction from Ed Crooks, Vice Chair Americas and a fascinating audience Q&A session Wood Mackenzie experts assembled to share their analysis. Fill in the form for on-demand access to hear their views of the impact on:

  • Global economic growth and trade

Peter Martin, Head of Economics, Macroeconomics, presented his view of the economic impact for the US and the rest of the world.

  • The US power and renewables supply chain

Insight into the likely impact on project costs and the steps utilities could be taking to mitigate them, from Chris Seiple, Vice Chairman, Energy Transition and Power & Renewables, Isabel Schwartz, VP, Supply Chain Consulting and Benjamin Boucher, Senior Analyst, Market Intelligence Group.

  • Global oil demand and prices

Ann-Louise Hittle, VP, Oil Markets, assessed the likely oil market impact of the tariffs across supply and demand in the short and medium term.

  • Gas and LNG markets and investment

A look at implications for gas industry market dynamics and investment prospects from Massimo Di Odoardo, VP, Gas and LNG Research.

  • Metals trade and investment

Anthony Knutson, Metals & Mining Research, shares his view of the impact on metals and mined commodity prices, margins and investment.

Missed it? Don’t miss out

This webinar provides a unique, interconnected view of how trade measures could reshape global energy and natural resources.

Fill in the form at the top of the page for complimentary access to our on-demand replay, including the audience Q&A session.