Trump and Energy

Navigating the future of US energy policies and their impact on the global energy landscape.

Our work

Rystad Energy has been tracking the potential impacts of policies enacted by the current US administration. This report is a synthesis of the work conducted every day by hundreds of Rystad Energy analysts, consultants and local experts. In parallel, the Advisory team has been partnering with dozens of energy market participants, including small and major energy companies and their suppliers, as well as regulators and non-governmental organizations. Our experts are perfectly positioned to 'put the pieces together' for those navigating the current and future energy sector. This report constitutes only a small portion of the body of work that Rystad Energy does every day involving these topics.

Previous versions

Explore our previous report series.

Trump and Energy | August, 2025

This edition of 'Trump and Energy' focuses on the impact of announced policies on energy markets.

Trump and Energy | April, 2025

This edition of 'Trump and Energy' focuses on tariff uncertainties and countries' reactions. Get your copy now.

Trump and Energy | February, 2025

President Trump’s focus on domestic energy and deregulation has reshaped global markets. Download the 'Trump and Energy' report for key insights.

Related insights

News and articles that explore key topics surrounding US energy policies, trade impacts and global market dynamics.

Rystad's Take: In conversation with our CEO, January

In our January edition of Rystad’s Take, Jarand Rystad reflects on a rapidly shifting global energy landscape shaped by geopolitics, trade realignments, and uneven regional growth. From the implications of political turmoil in Venezuela to evolving trade dynamics between major economies, he shares his perspective on near- and long-term risks for energy markets.

Expectations and realities: 12 predictions for 2026 in energy

Looking into 2026, we expect strong upstream supply, softer energy prices, downstream bottlenecks and firmer margins in select segments. Geopolitics, policy shifts and volatility will shape OPEC+ strategy, LNG growth and M&A. We also examine how data‑center power demand could influence investment.

Webinar | Rystad Talks Energy: Risks, reserves, geopolitics and oil market outlook

As geopolitical tensions rise, this edition of Rystad Talks Energy explores how risks, reserves and production trends are shaping the global oil market. Our experts examine supply fundamentals, OPEC+ strategy and demand uncertainty to highlight the key signals energy stakeholders should track in the year ahead.

Contact us if you would like to learn more about the "Trump and Energy" report.

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Rystad’s Take: In conversation with our CEO

Our monthly Q&A series, January edition