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Trump 2.0 and Oil Markets

카테고리
국외자료
개인저자
Bassam Fattouh, Andreas Economou
발행기관
OIES
발행년월
2025.03
페이지수
20p
URL
요약
New OIES presentation explores the potential impacts of Trump 2.0 policies on oil market dynamics, oil trade flows, and market players’ responses. Some high level points: The impact of Trump 2.0 policies on oil supply-demand balances is most likely to be limited especially for 2025. But Trump 2.0 policies and announcements are having an impact on sentiment and are adding another layer of uncertainty on the demand side (for instance through the impact of tariffs and increased uncertainty on economic growth and hence oil demand) and on the supply side (for instance if sanctions are tightened or if higher tariffs increase the cost of US oil production). Trump 2.0 policies could also induce further shifts in trade flows, impacting optimization choices for refineries and complicating trade logistics. At a higher level, the passing of executive orders such as ‘Unleashing American Energy’ and the creation of the council for ‘Energy Dominance’ signals bolder US push to deploy energy as a key geopolitical and trade lever in global affairs.