In 2025, the Trump administration's tariff policies are reshaping global trade, impacting energy and steel sectors. Asian nations are increasingly turning to U.S. LNG imports to offset tariffs, presenting investment opportunities in LNG producers with long-term contracts. Steel producers are diversifying into higher-margin products to navigate U.S. tariffs, with a focus on agile supply chains and emerging markets. However, there are risks such as fossil fuel dependency in LNG infrastructure and oversupply in the global market. Geopolitically, while LNG deals help mitigate tariffs, they may hinder climate goals by delaying the transition to renewables. Investors are advised to consider firms balancing LNG production with renewable energy ventures. Key investment strategies include focusing on LNG producers with trade leverage, steel innovators, and energy companies transitioning towards renewables. By balancing short-term gains with long-term sustainability, investors can navigate the volatile landscape created by Trump's tariffs and the global energy transition.