Supply Chain Research

President Donald Trump’s administration will focus on energy policy this week, and specifically growth in exports of gas, oil and coal. Liquefied natural gas exports have already been a part of the 100 day trade improvement program with China. Assuming existing LNG liquefaction plants are built, exports could rise 4.7x to $12.2 billion annually at current prices. Oil exports are also rising after a ban was lifted in January 2016. At current prices and U.S. market share they could be worth $15.3 billion – assuming OPEC discipline and hence oil prices hold. Coal exports have increased 47% ...