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Tankers and Gas Geopolitics Political Risk and Trade

Trump 2.0 trade war and energy shipping: VLECs now in the crosshairs

  • Energy shipping demand is expected to be negatively affected by lower global GDP growth; OECD just cut 2026 GDP forecast
  • Wood Mackenzie sees significant negative impact on oil demand if current tariffs are maintained
  • Vortexa sees a more inefficient tanker market due to US trade policy and cited a particular concern for US exports of ethane to China

  • Analysis

US crude and LNG exports to China are suspended. Propane exports are falling. US ethane exports to China are next on the chopping block. The Trump administration has announced a new ethane licence requirement, and the USTR port fee plan is particularly onerous for very large ethane carriers

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    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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