America produces more energy than it consumes. Since 2019, the U.S. has been a net total energy exporter for the first time since the 1950s, thanks largely to the shale revolution in oil and natural gas.
| Fuel | Production | Consumption | Net | Self-Sufficient? |
|---|---|---|---|---|
Crude Oil |
12.9 mb/d | 20.0 mb/d | -7.1 mb/d | 65% |
Natural Gas |
103 Bcf/d | 89 Bcf/d | +14 Bcf/d | 116% |
Coal |
480 MMst | 410 MMst | +70 MMst | 117% |
Nuclear |
8.1 Quad | 8.1 Quad | : | ~95%* |
Renewables |
13.2 Quad | 13.2 Quad | : | 100% |
* Nuclear fuel (uranium) is largely imported, though domestic enrichment capacity is growing.
We export natural gas but still import oil. The U.S. is the world's largest oil producer, but our refineries are optimized for heavier crude grades that we import from Canada and other countries. We export lighter grades we produce domestically.
~62% of US energy imports come from Canada and Mexico: close allies with integrated energy infrastructure. Dependency on OPEC is at historic lows.
Energy independent ≠supply chain independent. Critical materials and equipment still come from abroad.
While America produces enough energy overall, the clean energy transition depends heavily on imported materials. Grid equipment, batteries, and renewable components have significant foreign supply chain exposure.
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