Shake it off: China’s energy strategy blunts impact of US tariffs

China’s energy framework — built on diversification, domestic output, flexible contracts, and overseas assets — has blunted the impact of the US tariff strategy. By the time Washington acted, Beijing had already hardened its defences

With Chinese energy companies rerouting US LNG cargoes, what began as a risk mitigation measure has evolved into a global arbitrage engine.
With Chinese energy companies rerouting US LNG cargoes, what began as a risk mitigation measure has evolved into a global arbitrage engine.Photo: UPSTREAM/RYTIS DAUKANTAS
Published 17 April 2025, 13:52Updated 17 April 2025, 13:52
ChinaUnited StatesTrump TariffsAmericasNorth America