How Trump's energy policy, tariffs could reshape global oil markets

Lipow Oil Associates President Andy Lipow joins Catalysts co-hosts Madison Mills and Seana Smith to share insights regarding the energy sector's outlook as the second Trump presidency begins, with the commander in chief holding onto his "Drill, Baby, Drill" mantra.
According to Lipow, Big Oil producers are primarily focused on crude oil (CL=F, BZ=F) prices when making investment decisions. While the Trump administration's regulatory easing "makes more acreage available to these producers," companies must still weigh whether the "financial reward for investing hundreds of millions of dollars" is worth it.
Lipow notes that domestic oil production is "expected" to reach new records in 2025. However, he emphasizes that "the oil market is actually looking at the Trump administration policies overseas," particularly regarding Russian, Venezuelan, and Iranian sanctions, which could significantly impact global oil supply and prices.
Trump's Treasury Secretary nominee, Scott Bessent, stated he would be "100% on board" with raising sanctions on Russian oil if President Trump directed policy to end the Russia-Ukraine War.
Watch the full video above further insights into Lipow's concerns about proposed 25% tariffs on Canada and Mexico and what it means for oil markets.
Also catch Stifel chief Washington policy strategist Brian Gardner speak to Yahoo Finance, who refers back to Trump's energy policy goals and cites one of the great economic "conundrums" the administration may face.
#Trump #youtube #stocks

About Yahoo Finance:

Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.

- Follow Yahoo Finance on social:

[blxfrd]

It's not a policy, it's a slogan.

[Tony-mt]

Oil at the present time costs about $70 a barrel to produce in the US. The price of oil is also at $70 a barrel. In other words, no profit. No one is going to drill for oil when there is no profit.

[yolanda-mmakidsatx]

I want the Trump admin to take over a chunk of LNG and Oil. Trump is balancing trade imbalances with countries using oil and LNG, but I want America to have full profits from that. Similar to Mexico. Why should the Oil and LNG companies profit so much?

[usaverageguy]

I predict soon Democrats will be asking why Trump's gas prices are rising. Time to get some "Thanks Trump" stickers for the gas pumps.

[MedaShafer]

Adaxum’s integration of E-commerce and DeFi is the perfect formula for long-term success.

[MrTom-klhy]

Record oil production, more than any other country - Dump declares energy emergency. China goes all in on ev production, Dump ends EV support.

[PetrichorYYC]

Finally. This is a sensible American that recognizes the amount of oil US imports from Canada.

[SiddikaEda]

Adaxum’s focus on real-world applications makes it a standout project. Joined the presale today!

[antagnist]

The “I did this!” Biden sticker crowd’s suddenly going to believe the president doesn’t have control of gas prices 😅

[KillroyX]

But oil companies say no to drill, baby drill.

Exxon said there will be "No unleashing oil"

Oil companies and investors don't want to drill to lower profits and going in the red.

[KillroyX]

LNG exports have been exploding if you look at the data. Despite what you heard, more LNG export facilities are coming online and LNG exports may double again.

The question is how much will LNG exports raise energy prices at home?

[OmerMehmet-nm]

Adaxum’s focus on solving real-world problems makes it a standout project in the crypto space.

[dominicdeshazo]

Hey Trump gas is $3.09 as of yesterday for regular at the gas station I go to. It was $2.75 on December 17th

[justinchen]

start to worry about that America is going to turn down ....

[DanicaGrigsby-sk]

The potential for Adaxum in the E-commerce space is massive. Glad I got in during the presale!

[ShawnaHanson-cr]

Adaxum is attracting big players for a reason. Glad I joined the presale before it’s too late.

[steelcom]

Trump's concept of oil production and international activity in this resource is non-existent. Most US refineries refine heavy crude oil but the US extracts oil from shale (fracking) which is light oil. So the US exports its oil internationlly and uses those profits to import Canada's heavy crude oil because THAT IS THE OIL THE US CAN REFINE on a large scale. 
Using pipelines is the cheapest way to transport oil and Canada even gives the US a discount. So now with tariffs the US has few options. Trump tried to get a discount from Saudi Arabia but they said basically FO. Venezuela has heavy crude but that's a no-go politically. Mexico has slowed down production so Canada is America's main source. 
How does Trump keep the price of gas at the pumps from climbing? Not possible, and gas prices affect the price of everything else. It is not hard to see why Trump bankrupted so many of his own businesses.

[lewy]

Drill baby drill is another one of Trumps stupid statements

[EmeldaLipscomb]

Adaxum’s presale bonuses made it an easy decision for me. Locked in my position early!

[NevaGriego]

Projects like Adaxum are rare. Locked in my position today, and I’m feeling great about it.