Insight
How would energy tariffs affect North American gas markets?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The Trump Administration’s proposed tariffs on North American energy remain in limbo. A 25% tariff on Canadian and Mexican imports along with a 10% rate on Canadian oil and gas was delayed by 30 days in early February, leaving the path ahead unclear. To analyze the consequences of North American tariffs, we implemented a scenario that assumes a 10% tariff starting in March 2025 through October 2027, applied at the various US boarder import locations. In this report, we cover the following topics: - What continental trade flows would be impacted by the tariffs? - How will the tariffs impact gas prices at key pricing hubs? - Shifting pipeline flow patterns. - Are there drivers to offset the impact of the tariffs?
Table of contents
- Executive Summary
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
How would Trump tariffs affect North American oil markets?
Assessing the potential impact of Trump's import tariffs
$1,350
Insight
North America gas: 2022 in review
Our recap of the key trends that impacted supply, demand, storage, and price in 2022
$950
Insight
Lens Gas North America - Lens Direct dashboards
Delivering the latest market forecast data directly to your fingertips
$950
