Coal and gas among US targets of China's retaliatory tariffs

Published On Feb 4, 2025, 8:25 AM

China has announced retaliatory tariffs on U.S. coal and natural gas, implementing a 15% tax on these imports. This measure is in response to a recent 10% tariff imposed by the U.S. on all Chinese imports. Along with coal and gas, other goods such as crude oil and agricultural machinery will also be affected. China's government accuses the U.S. of breaching international trade rules, while the tariffs contribute to ongoing trade tensions between the two nations. This situation might lead to further sanctions and economic instability, affecting companies relying on these commodities.

Stock Forecasts

ARLP

Negative

Given the new tariffs on coal and natural gas, companies in the energy sector, particularly those reliant on exports to China, may see declining revenues and increased stock volatility. This situation suggests a negative outlook for U.S. coal producers and natural gas companies, with potential for long-term market repercussions as trade relations sour further.

XLE

Negative

The retaliatory tariffs may create a volatile environment for natural gas commodities, making related energy ETFs sensitive to these escalations in trade policy. As such, ETFs that focus on energy resources, particularly natural gas, may face downward pressure.

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