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Illustration: Rebecca Zisser/Axios

President Trump is heading to Louisiana Tuesday to tout his record supporting natural gas exports right as his administration's trade war with China is making that same thing more difficult.

Driving the news: The higher tariffs China announced Monday include U.S. LNG. The increase from 10% to 25% on a range of goods from Beijing means the trade spat is deepening, and energy will continue to be collateral damage.

The big picture: Via the Houston Chronicle, "U.S. LNG exports are fast rising -- up to almost 3.7 billion cubic feet a day in February, a more than 35% increase over 12 months earlier. Last year China was the fourth largest importer of U.S. LNG, after Japan, South Korea and Mexico, according to the Department of Energy."

By the numbers: "Only four cargoes have been delivered to China from the U.S. since the tariffs have been in effect, compared to 35 cargoes in the prior September through April period," per a report from consultancy Wood Mackenzie out Monday.

  • "This is despite over 30% growth in both Chinese LNG imports (32%) and US exports (38%) over the same timeframes," the report states.

Quick take: Expect longer term consequences for LNG from the tariffs, per Reuters.

Go deeper

Ina Fried, author of Login
40 mins ago - Technology

Intel CEO wants to compete against Apple

Intel CEO Pat Gelsinger hasn't given up on the idea of the Mac once again using Intel chips, but he acknowledges it will probably be years before he gets that chance.

  • In the meantime, he is focused on powering Windows machines that give Apple CEO Tim Cook a run for his money.

Why it matters: In getting pushed out of the Mac, Intel not only lost a customer, but picked up a new rival.

44 mins ago - Health

Education secretary reveals limits to Biden’s mask push on states

U.S. Education Secretary Miguel Cardona, in an "Axios on HBO" interview, said he's reluctant to withhold federal funding from states that won't enforce school mask mandates because he doesn't want to hurt students.

Why it matters: Cardona's comments suggest there are limits to how far the Biden administration will go in pressuring states to adopt universal masking — or vaccine mandates.

Mike Allen, author of AM
55 mins ago - Axios on HBO

GOP senator smacks Trump

Sen. Bill Cassidy (R-La.) told “Axios on HBO” he’s not sure former President Donald Trump would win the Republican nomination if he ran in 2024 — a rare voice of criticism from within the party.

  • When I raised the conventional wisdom that Trump would be expected to win the nomination, Cassidy jumped in.“
  • I don't know that,” the senator said during our interview in Chalmette, La.