Jan. 20 at 8:53 PM
Greenland trade tensions threaten to pull U.S. energy exports into a broader U.S.–EU conflict.
Tariff threats linked to the U.S. push to control Greenland risk affecting liquefied natural gas (LNG) and oil exports. European LNG imports reached a record in 2025, with the U.S. supplying 56% of the total, making energy trade highly profitable.
Experts warn that the “geopoliticization of LNG” could hurt the industry, as U.S. energy stocks remain flat despite rising oil and LNG prices. Cheniere Energy and Venture Global, major exporters, saw declines of 1.3% and 3.4%, respectively.
While neither side has imposed direct energy tariffs yet, Trump has threatened 10% tariffs on products from eight European countries over Greenland, raising the risk of disrupting the U.S.–EU energy relationship. Europe has limited short-term alternatives to U.S. LNG, although this dispute may accelerate its push toward renewable or nuclear energy.
$LNG