US Perspective on the Iran - Israel / US War

[AZ_HighCountry]

Also, refineries have been running at full production and regular maintenance being delayed.

Surprised a refinery hasn't blown up yet.

A Valero refinery did in late May or early June.

 

[Yasser76]

Munir and Trump had a call recently it seems

 

[hussain0216]

Nah.

The US produces roughly two-thirds of the petroleum it consumes domestically. Of the crude oil it imports, nearly 62% comes from Canada.


US crude oil consumption and production

Year	US consumption	Domestic production	Domestic production as % of consumption	Crude imports	Crude imports as % of consumption
2024	20.5m b/d (~$576bn)	13.2m b/d (~$371bn)	64.4%	~6.6m b/d (~$185bn)	~32.2%
2025	20.6m b/d (~$488bn)	13.6m b/d (~$323bn)	66.0%	6.2m b/d (~$147bn)	30.1%
2026	20.6m b/d (~$608bn)	13.8m b/d (~$408bn)	67.0%	~6.0m b/d (~$177bn)	~29%

US crude oil imports — 2025

Rank	Country	Imports	Share of US crude imports
1	Canada	~3.83m b/d	61.7%
2	Mexico	~0.43m b/d	7.0%
3	Saudi Arabia	~0.26m b/d	4.2%
4	Venezuela	~0.22m b/d	3.5%
5	Iraq	~0.19m b/d	3.0%

Now let's look at US natural gas.

The US actually produces considerably more natural gas than it consumes domestically. It still imports a relatively small amount, but almost all of those imports come from Canada.


US natural gas consumption and production

Year	US consumption	Domestic production	Domestic production as % of consumption	Gas imports	Gas imports as % of consumption
2024	90.33 Bcf/d (~$72bn)	103.07 Bcf/d (~$82bn)	114.1%	~8.6 Bcf/d (~$6.9bn)	~9.5%
2025	91.88 Bcf/d (~$118bn)	107.64 Bcf/d (~$139bn)	117.2%	~8.6 Bcf/d (~$11.1bn)	~9.4%
2026	92.03 Bcf/d (~$116bn)	111.19 Bcf/d (~$140bn)	120.8%	~7.5 Bcf/d (~$9.4bn)	~8.1%

The small amount it imports comes overwhelmingly from one country: Canada, which supplied approximately 99.7% of US natural-gas imports in 2025.


US natural-gas imports — 2025

Rank	Country	Imports	Share of US natural-gas imports
1	Canada	~3.153 Tcf	~99.7%
2	Trinidad & Tobago	~7.25 Bcf	~0.23%
3	Qatar	~3.53 Bcf	~0.11%
4	Mexico	~0.24 Bcf	~0.007%
5	—	No significant fifth supplier	—

So, like I said earlier, the conspiracy theorists are just out there selling their books with all those doom-and-gloom predictions.

Keep an eye on this

 

[hussain0216]

 

[F-22Raptor]

 

[F-22Raptor]

 

[F-22Raptor]

 

[F-22Raptor]