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" ... LNG exports will continue to rise, at least through the first quarter. - While natural gas remains an under-utilized resource here in the U.S., global demand for it continued to grow throughout 2020, and the U.S. LNG industry set new records for export volumes during the 4th quarter of the year. That trend will continue through at least Q1 2021, after which everything will depend entirely on the direction of the COVID pandemic and government policies related to it. ... "
" ... President Trump’s goal with China was always to increase USA exports and decrease imports - in a mechanical effort to lower the trade deficit between the two countries. Peter Navarro worked hard to justify their actions with his Seven Deadly Sins of China proclamation - which added flavor and a more broad-based appeal to their tariff exercise. However, most respected economists will tell you that mechanical manipulation (through tariffs) will not work. Tariffs did not succeed for President George Bush on steel, and they did not work for President Obama on tires. The premise is that when the economy is good - the trade deficit will increase, and when it is bad - it will naturally decrease. President Trump intentionally loaded tariffs on a wide range of products, and to this day, it remains clear that these actions did not provide any economic benefit. The trade deficit numbers for November 2020 were just released, and they amplify President Trump’s trade legacy. November 2020 shows the highest trade deficit in over a decade, and was actually one of the highest ever released. America imported far more than we exported, and thanks to the Trumpian tariffs, Americans are paying more for less. Eventually, all of this increased cost will catch up with the economy in the form of massive inflation – just like when the check comes at the end of a lengthy meal - there is a price to be paid. ... "
" ... Takeaway: The release was strong across the board as exports and imports increased as China’s trade balance with most countries was led by increases in exports. China’s trade data is similar to a poker tell as it provides an indication of not only the state of China’s domestic economy but also the global economy. The global economy is requesting more goods from China providing an indication that global economies are percolating. ... "
" ... U.S. LNG exports fell 80% at one point this year but have since been rebounding and are now breaking ... [+] records again. ... "