Energy Transfer LP announced it received a notice from the U.S. Department of Commerce's Bureau of Industry and Security (BIS) on June 3, 2025. The notice states that a license is now required for the export of ethane to China.
This new regulatory requirement impacts Energy Transfer's ethane export operations to China, necessitating the company to apply for a specific license. The development reflects an escalation of trade tensions between the U.S. and China.
The imposition of this license requirement introduces uncertainty and potential delays for Energy Transfer's ethane shipments to a key market. The company is evaluating the implications and preparing to comply with the new regulations.
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