US–China LNG trade tariffs: scenarios and global market impacts to 2030

LNG arrivals in China in 2025 by exporting country, showing Australia, Qatar, Malaysia, Indonesia, Russia, United States and others.

This report on US–China LNG trade shows how sharply tariff policy can reshape global LNG flows through to 2030. The report examines three scenarios, beginning with a baseline in which bilateral trade continues as normal, and then adding a 125% Chinese tariff and, finally, full cancellation of long-term contracts. Under the tariff-only scenario, the impact is surprisingly limited: due to […]

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