Tariffs are a hidden energy policy – difficult to predict
and hitting the oil and gas industry in unexpected ways.
Public debate on US energy policy is typically focused on fuel
choices: oil, gas or renewables. Yet, it's not just the fuel
choice that matters. Too little attention is paid to the
infrastructure that moves, processes and stores energy.
Pipelines, wiring, pump stations, tank farms, compressor
stations and storage facilities form the backbone of our energy
system. Infrastructure projects are capital‑intensive and
require years of planning, engineering and permitting. They also
depend on a complex global supply chain that delivers
high‑grade steels, copper wiring, precision valves, control
systems and compressor drives that are often sourced from Europe,
Asia or Canada.