US-China LNG Tariff Talks Aim for Breakthrough During Xi's Washington Visit

September 18, 2026
US-China LNG Tariff Talks Aim for Breakthrough During Xi's Washington Visit
  • The United States and China are negotiating the potential removal or reduction of Beijing's 15% tariff on U.S. LNG as part of a broader energy and agriculture deal that could be announced during President Xi Jinping’s Washington visit.

  • China imposed the LNG tariff in early 2025 in response to U.S. tariffs on Chinese goods, halting LNG trade between the two countries since that period.

  • China’s overall LNG imports fell to 68.43 million metric tons in 2025, the lowest in three years, with growth shifting toward pipeline gas, domestic production, and renewables, prompting forecasts to trim longer-term LNG consumption projections for China into the early 2030s.

  • Agriculture remains a core measurable element of any deal, since purchases of soybeans, grains, and livestock can be tracked through exports, inspections, and sales.

  • The article notes that no investment advice is given and readers should conduct their own research before any transactions.

  • Analysts suggest planning around the structural incentives and volatility created by tariff threats rather than seeking absolute clarity or fixed promises.

  • Experts anticipate extending the export-control truce for another year, underscoring the ongoing supply-chain competition over chokepoints like rare earths and aircraft parts, with durable agreement credibility depending on how concerns are restrained.

  • ASA backs proposals to create a China trade board to oversee non-sensitive goods trade, including soybeans, to sustain ongoing commerce amid more sensitive issues.

  • Experts caution that real progress on AI governance requires empowered interlocutors and targeted, actionable topics within a clear framework, rather than broad risk talk.

  • Pundits warn that delays should not be mistaken for cooling tensions; extensions may simply reset timelines while core disagreements endure.

  • Current talks envision postponing major decisions until after the APEC and G20 summits, with potential for a smaller interim sale rather than a large package.

  • A consortium of analysts offers individual takes on watch items, possible outcomes, and long-term implications, highlighting diverse perspectives.

Summary based on 23 sources


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