The HC Commodities Podcast The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston
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Apr 29, 2025 In this discussion, Robert Johnston, Senior Research Director at Columbia University’s Centre on Global Energy Policy, dives into the Trump administration's energy and commodities policies. He highlights how these policies shaped U.S. relations with major players like Iran and China. Johnston elaborates on the implications of tariffs on critical minerals, the contrasting strategies of Trump and Biden, and the geopolitical significance of Greenland in the evolving energy landscape. A fascinating look at how energy diplomacy impacts global markets!
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Trump's Energy Dominance Focus
- The Trump administration focuses on energy dominance via oil and gas exports to contain adversaries like Russia and Iran.
- Unlike Biden, Trump's policy shows less direct competition with China on clean energy technologies.
Iran Nuclear Threat and Oil Impact
- The U.S.-Israeli coalition may target Iran's nuclear facilities for permanent destruction, increasing regional conflict risk.
- This could disrupt oil supply flows and cause geopolitical oil price volatility, with markets trying to anticipate possible outcomes.
Europe's Energy Crisis & Gas Reality
- Europe's energy crisis revolves mainly around natural gas supply, complicated by Russian supply cuts due to the Ukraine conflict.
- The future of European energy depends on political resolution with Russia and diversification into nuclear, renewables, and hydrogen.