
The incoming Donald Trump administration's ambitious energy plans, including a 3 million barrels per oil equivalent a day (mboe/d) production boost, a potential 25% tariff on Canadian oil and gas imports, and accelerated liquified natural gas (LNG) export approvals, could reshape U.S. energy markets — but not without winners and losers.
In note to clients on Thursday, Goldman Sachs crunched the numbers on what could be seismic changes in U.S. energy markets under a Trump's second term.