Energy Market Update 28/05/2025

Welcome to our weekly energy market update, where we share the latest trends, shifts, and key developments impacting the energy sector. Whether it’s fluctuations in oil and gas prices, changes in renewable energy policies, or updates on energy infrastructure projects, we’re here to help you stay informed. Join us as we break down the most important factors influencing the market this week, and explore what these changes could mean for your business.

Current Market Drivers:

🔄 Macroeconomic uncertainty persists, with the US-EU 90-day tariff pause and US-China 90-day tariff reduction in place, but few concrete agreements have been made.

💼 US LNG exporters are going ahead with Final Investment Decisions (FIDs) despite the uncertainty from tariffs. Some forecasts suggest export capacity may triple by 2030.

📈 After announcing plans to place a 50% tariff on the EU from next month on Friday, the Trump administration has dropped the threat, improving the macroeconomic outlook.

🌍 Geopolitics remains an overall supportive factor amid diminished RUS-UKR peace prospects and heightened tensions between Israel and Iran in the Middle East.

⚡ Macroeconomic uncertainty, grid constraints, and high development costs for renewables remain concerns for renewable expansion.

Get in Touch