In the wake of recent tariff implementations, the energy sector faces a transformative period. Despite oil and gas commodities being exempt, these tariffs have led to a significant drop in oil prices, reaching levels unseen since the pandemic. Natural gas prices are following suit, raising concerns about profitability for fossil fuel companies. This economic climate suggests a strategic pause—or “Chill, Baby, Chill”—as industry leaders reassess their approaches.

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The U.S. has solidified its position as a global energy leader, with domestic oil and natural gas production hitting record highs. Advancements in hydraulic fracturing have unlocked extensive reserves, ensuring a substantial supply for the foreseeable future. However, the current market dynamics, influenced by tariffs and potential recession threats, necessitate a reevaluation of production and export strategies.

For a comprehensive analysis of these developments and their implications for the energy industry, read the full article by Tanya Bodell in Renewable Energy World.

Read the full article


If you have any questions or would like to discuss these topics please reach out to Tanya Bodell.

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Tanya Bodell StoneTurn

Tanya Bodell

Tanya Bodell, Partner, leads StoneTurn’s energy and sustainability offerings in business advisory services, regulatory support and expert testimony in large-stakes litigation, levering more than 25 years of experience in energy […]

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