Chalk up another win for the President.
No matter which side of the aisle you find yourself, there’s no denying the adrenaline injected into the market on news of a reset in the U.S-China trade showdown.
It’s a clear win-win for the next 90 days with both the U.S. and China radically slashing their reciprocal tariffs against the other; this is the kind of jolt we’ve been waiting for over a month to see.
For our part, timing the bottom in oil was all-too-easy when WTI prices plummeted below $60 per barrel. Fear in the markets had hit a peak as Wall Street started to fear that despite healthy oil demand in the United States, a slowdown in China from a trade war would be devastating to global demand growth.
Even the news that OPEC+ was accelerating its output in June wasn’t enough to subdue prices.
Now that China and Trump are playing nice and negotiating a trade deal over the next three months, the fear over Chinese oil demand quickly turned to greed — as it should!
But what if I told you that the Chinese trade deal wasn’t the most important deal on our radar?
While everyone’s gaze is fixated on China, there’s an even more bullish catalyst for the U.S. energy sector — one that allows us to capitalize on 1.4 billion customers.
I’m talking about a country that not only has more people than China, but is also quickly developing a thirst for more American energy.
It’s time we give India its due.
The Trump Deal That’ll Be Bigger Than China
With a population of 1.438 billion, India is officially the largest country on the planet, and one that has a growing appetite for more energy.
Last year we talked a little bit about the world’s oil crown passing from China to India. Although India is still the world’s third largest consumer of petroleum, the country’s long-term oil demand is trending higher and projected to hit 6.6 million barrels per day by 2030.
That’s the surging economy that President Trump wants access to, NOT China!
Last Friday, India struck its own deal with Trump,and effectively narrowed the tariff gap with us to 4%.
However, it’s the cherry on top that sweetens this deal for us. You see, India has also offered preferential access for nearly 90% of U.S. imports. Considering we’re India’s top trading partner, we’re in an envious position.
But let’s push aside oil for a moment, because the real winner in this India deal will be in another part of our energy sector: LNG exports.
The United States is currently the undisputed king of the global LNG trade:
This isn’t a new achievement, mind you. Our LNG exports have been growing like wildfire since they first began back in 2016; capturing emerging markets like India is a key to keeping this momentum going in the years ahead.
Well, it’s a good thing for us that India is getting a taste for the U.S. LNG, with exports — more than doubling between 2022 and 2024:
In fact, President Trump is already keen on making new LNG agreements in the region. Earlier this year, Trump inked a long-term LNG deal with Bangladesh, marking the first major LNG supply deal for his administration.
Let’s be clear here: These deals will continue to be signed as more trade agreements are announced.
There’s a good reason why, too. India’s natural gas consumption is projected to grow nearly 60% over the next five years, but its production only met half of its demand — and that was in 2023, before the expected growth occurred.
In order to meet those power demands, India’s LNG imports will more than double by 2030.
In case you were wondering, THIS is how you ensure U.S. energy dominance.
In the coming weeks, we’re going to do more than sit on the sidelines while India’s LNG story explodes onto center stage. Soon, I’ll show you exactly how we plan on capitalizing on it.
Stay tuned.
Until next time,
Keith Kohl
Check us out on YouTube!A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.
For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.
Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.
P.S. Trump Kills the IRS — $21,307 checks now in play. Trump just signed a historic executive order to abolish the IRS as we know it — replacing taxes with direct payouts from a $1 trillion national investment fund. Everyday Americans could soon collect checks worth up to $21,307… but only if they act before the first wave goes out.
