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.
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 | 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 | 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.
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, December
In the December edition, our CEO Jarand Rystad shares his outlook for 2026, from upstream supply strength and softer prices to where margins may hold across energy carriers and storage. He also reviews COP30, highlighting the widening gap between climate ambition and delivery on the path to 1.5°C.
Expectations and realities: 12 predictions for 2026 in energy
Looking into 2026, Rystad Energy expects upstream abundance and softer primary energy prices, with possible bottlenecks downstream and pockets of strong margins in select carrier and storage segments. Geopolitics, policy shifts and market volatility remain key swing factors, shaping OPEC+ strategy, LNG supply growth, M&A and rising power demand from data centers.
Energy Without Escalation: Gulf NOCs and rewriting the playbook amid regional tensions
As tensions remain highly strained between Israel and Iran, and with the United States now directly involved following the recent coordinated strikes on Iranian nuclear facilities, the Persian Gulf’s national oil companies (NOCs) are navigating a region once again on edge. Whereas oil markets react to immediate risks, Saudi Aramco, ADNOC and QatarEnergy offer a counterbalance: steady, calculated resilience.
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Contact us if you would like to learn more about the "Trump and Energy" report.

