Oil Search's Botten Sees Benefit From China Tariffs on U.S. LNG

The video discusses the challenges faced by businesses in the energy sector due to a lack of policy consensus. It compares the business environments of Papua New Guinea and Australia, highlighting the stability of fiscal arrangements in PNG. The discussion then shifts to production recovery and market outlook, emphasizing the positive guidance for the second half of 2018. The video also covers oil pricing stability and the absence of inflationary pressures. Finally, it explores the impact of trade tensions, particularly between the US and China, on strategic planning and the global economy.

In what ways does the speaker believe the current energy policy environment affects investment decisions?

What is the impact of trade tensions on LNG exports according to the speaker?