Trump and Energy
What's next for US trade policy?
Get expert insights on the implications of the ruling on global energy trade flows, production and pricing in or latest flash edition of Trump and Energy.
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.
In this edition, you’ll get:
- What the ruling means for US trade policy including potential new tariffs, negotiations and the strategic use of Section 122 of the Trade Act of 1974
- Implications for the energy industry — from oil and gas production economics to pricing pressures and rising costs for Oil Country Tubular Goods (OCTG)
- Strategic guidance for energy companies navigating market volatility, regulatory change and supply-chain disruption
Download the flash edition now to explore the full analysis and understand what’s next for trade and energy.
Download the flash edition
Contributors and commercial contacts
Our previous work includes four condensed versions of reports on how US policy shifts could reshape energy markets.
Flash Edition
January, 2026
As we enter 2026, we're introducing Flash Editions for the Trump and Energy series, delivering rapid analysis of key geopolitical events and energy industry developments. The first of these breaking news editions focuses on Venezuela, the country's oil infrastructure and what it would take to lift its crude output to 3 million barrels per day (bpd).
Third Edition
August, 2025
Tariff policy has shifted from signaling to execution. This edition breaks down what the latest sectoral tariffs and trade moves could mean across oil, gas, power and clean energy – with key watchpoints on leasing/royalties and tax-credit changes. Download for the implications, scenarios and who’s most exposed.
Second Edition
April, 2025
Trade policy uncertainty is back on the front page. Get a clear view of where tariffs could hit energy demand, supply chains and project economics – and how major economies may respond. Download to understand the transmission channels and near-term risks.
First Edition
February, 2025
Early policy direction can reshape markets fast. This edition maps the administration’s domestic energy priorities and what they could mean for investment, pricing and global balances. Download for the key signals, likely outcomes and what to track next.
Related insights
A selection of perspectives on the key issues shaping energy policy, trade impacts and global market dynamics.
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.
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.
Venezuela’s reform push: Can fiscal changes unlock upstream investment?
Venezuela is advancing a new hydrocarbons framework aimed at attracting capital and supporting production growth. Proposed fiscal and market access changes could improve project economics, but investor appetite will hinge on execution, regulatory clarity and above-ground risk as the country’s long-term supply outlook evolves.
