U.S. President Donald Trump is threatening 100% secondary tariffs on countries importing Russian crude, unless Moscow agrees to a peace deal within 50 days.
Saudi Crown Prince Mohammad Bin Salman (MBS) views the ultimatum as an opportunity to disrupt Russia-Asia hydrocarbon ties and position Saudi crude as the preferred alternative.
This note explores MBS views on U.S. tariffs, including:
- MBS’ assessment of U.S. tariffs as a tool for market realignment
- Tariff implications on China and India
- Anticipated Russian response and discount strategy
- Aramco plans for oil volume increase and spot deals
