Trump and Energy special report series: what's next for US trade policy?

Subject

'Trump and Energy' special report series

Publication

23 February 2026

As US trade policy enters a new phase, our latest flash edition analyzes the Supreme Court ruling reshaping global markets.

This special edition examines how the decision to invalidate key tariffs could redefine trade dynamics, influence future agreements and introduce new volatility across energy and industrial supply chains.

Download the flash edition now to explore the full analysis and understand what’s next for trade and energy.

In this edition, you’ll get:

What the ruling means for US trade policy, from new tariffs to negotiations

How Section 122 of the Trade Act of 1974 could be used strategically

What it means for oil and gas economics and rising OCTG costs

How energy companies can navigate volatility, policy shifts and supply-chain risk

Download the report

Contributors and commercial contacts

Claudio Galimberti

Chief Economist

Rystad Energy

Manash Goswami

Vice President, Analytics

Rystad Energy

Jennifer J.F. Li

Senior Analyst, Chief Economist Office

Rystad Energy

Kazuyuki Terada

Analyst, Chief Economist Office

Rystad Energy

Amir Zaman

Head of Americas Sales & Marketing

Rystad Energy