How the U.S. Broke Its Dependence on OPEC Oil
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How America’s Oil Supply Changed
Key Takeaways
- U.S. crude oil imports from OPEC fell 84%, from 5.42 million barrels per day (bpd) in 2008 to 0.86 million bpd in 2025.
- Canada supplied 3.91 million bpd in 2025, more than 4.5 times the volume imported from OPEC members.
- U.S.-sourced crude oil supply reached 9.67 million bpd in 2025, the highest level in the 51-year series.
OPEC once dominated U.S. crude imports, while Canada played a much smaller role. Over the past two decades, that relationship has reversed as U.S. domestic supply rebounded and Canada became the country’s largest foreign source of crude oil.
Data for this visualization comes from the U.S. Energy Information Administration’s crude oil supply and disposition series and crude oil imports by origin data. It compares U.S.-sourced crude oil supply with imports from OPEC, Canada, Other Americas, and the rest of the world from 1975 to 2025.
Here, crude oil supply equals domestic production plus imports, minus exports, adjusted for changes in crude inventories. U.S.-sourced crude oil supply is therefore not the same as gross field production.
When America’s Reliance on OPEC Began to Fall
OPEC’s retreat was not a straight line. Its shipments to the U.S. reached a high of 5.64 million bpd in 1977, fell through the early 1980s, then climbed back to 5.42 million bpd by 2008—just as U.S.-sourced supply was near its low.
The decisive break came after 2008. As domestic output began its shale-led rebound, OPEC imports fell sharply. OPEC’s share of the import categories shown dropped from 55% in 2008 to 14% in 2025.
The table below shows how U.S.-sourced crude oil supply and imports by origin changed at 10-year intervals, in thousands of barrels per day:
| Source | U.S. Crude Oil Supply by Year (Thousand Barrels per Day) | |||||
|---|---|---|---|---|---|---|
| 1975 | 1985 | 1995 | 2005 | 2015 | 2025 | |
| U.S.-Sourced Crude Oil Supply | 8,369 | 8,821 | 6,388 | 5,263 | 9,259 | 9,673 |
| OPEC Imports | 3,211 | 1,312 | 3,570 | 4,816 | 2,673 | 860 |
| Canada Imports | 600 | 468 | 1,040 | 1,633 | 3,169 | 3,910 |
| Other Americas Imports | 185 | 813 | 1,465 | 2,217 | 1,515 | 1,251 |
| Rest of World Imports | 109 | 608 | 1,155 | 1,460 | 6 | 148 |
| Total | 12,474 | 12,022 | 13,618 | 15,389 | 16,622 | 15,842 |
The biggest change was where America’s imported crude came from. As OPEC’s role diminished, Canada steadily expanded its share of the U.S. supply mix.
Despite OPEC’s decline, major oil producers such as Saudi Arabia retained a significant oil trading relationship with the United States.
How U.S. Shale and Canadian Oil Filled the Gap
U.S.-sourced crude oil supply reached a low of 4.98 million bpd in 2007. The shale boom then reversed the long decline, lifting supply to 9.67 million bpd by 2025 as domestic production nearly doubled.
Yet rising domestic supply did not eliminate the need for imports. U.S. shale production is generally lighter, while many American refineries are configured for heavier grades. Canada helped fill that mismatch through an integrated pipeline network, with U.S. crude imports from Canada rising from 0.60 million bpd in 1975 to 3.91 million bpd in 2025.
By 2015, Canada was supplying more crude oil to the U.S. than OPEC members combined and has remained the larger supplier ever since.
The table below shows how each source’s share of total U.S. crude oil supply changed at 10-year intervals:
| Source | Share of U.S. Crude Oil Supply by Year (%) | |||||
|---|---|---|---|---|---|---|
| 1975 | 1985 | 1995 | 2005 | 2015 | 2025 | |
| U.S.-Sourced Crude Oil Supply | 67.1 | 73.4 | 46.9 | 34.2 | 55.7 | 61.1 |
| OPEC Imports | 25.7 | 10.9 | 26.2 | 31.3 | 16.1 | 5.4 |
| Canada Imports | 4.8 | 3.9 | 7.6 | 10.6 | 19.1 | 24.7 |
| Other Americas Imports | 1.5 | 6.8 | 10.8 | 14.4 | 9.1 | 7.9 |
| Rest of World Imports | 0.9 | 5.1 | 8.5 | 9.5 | 0.0 | 0.9 |
Figures may not add to 100% exactly due to rounding.
The new mix pairs greater U.S.-sourced supply with growing Canadian imports rather than recreating the country’s earlier reliance on OPEC.
Together, U.S.-sourced supply and Canada accounted for 85.8% of total U.S. crude oil supply in 2025, up from 71.9% in 1975.
America’s Crude Oil Supply Moved Closer to Home
By 2025, the geography of America’s crude supply had shifted decisively toward the Western Hemisphere. Canada and the rest of North and South America supplied a combined 5.16 million bpd, compared with just 1.01 million bpd from OPEC and the rest of the world.
The full dataset below shows each supply stream for every year from 1975 to 2025:
| Year | U.S. Crude Oil Supply (Thousand Barrels per Day) | ||||
|---|---|---|---|---|---|
| U.S.-Sourced Crude Oil Supply | OPEC Imports | Canada Imports | Other Americas Imports | Rest of World Imports | |
| 1975 | 8,369 | 3,211 | 600 | 185 | 109 |
| 1976 | 8,124 | 4,545 | 371 | 197 | 174 |
| 1977 | 8,195 | 5,643 | 279 | 311 | 382 |
| 1978 | 8,549 | 5,184 | 248 | 458 | 466 |
| 1979 | 8,317 | 5,112 | 271 | 560 | 576 |
| 1980 | 8,310 | 3,864 | 199 | 623 | 577 |
| 1981 | 8,344 | 2,922 | 164 | 585 | 725 |
| 1982 | 8,413 | 1,734 | 214 | 756 | 784 |
| 1983 | 8,748 | 1,477 | 274 | 851 | 727 |
| 1984 | 8,879 | 1,512 | 341 | 746 | 827 |
| 1985 | 8,821 | 1,312 | 468 | 813 | 608 |
| 1986 | 8,598 | 2,113 | 570 | 771 | 724 |
| 1987 | 8,367 | 2,400 | 608 | 792 | 874 |
| 1988 | 7,968 | 2,696 | 681 | 851 | 879 |
| 1989 | 7,556 | 3,376 | 630 | 925 | 912 |
| 1990 | 7,239 | 3,514 | 643 | 905 | 832 |
| 1991 | 7,235 | 3,377 | 743 | 954 | 708 |
| 1992 | 7,077 | 3,406 | 797 | 959 | 921 |
| 1993 | 6,845 | 3,687 | 900 | 1,149 | 1,051 |
| 1994 | 6,546 | 3,580 | 983 | 1,275 | 1,225 |
| 1995 | 6,388 | 3,570 | 1,040 | 1,465 | 1,155 |
| 1996 | 6,266 | 3,438 | 1,075 | 1,672 | 1,323 |
| 1997 | 6,388 | 3,775 | 1,198 | 1,917 | 1,335 |
| 1998 | 6,223 | 4,169 | 1,266 | 1,965 | 1,306 |
| 1999 | 5,635 | 4,228 | 1,178 | 1,995 | 1,330 |
| 2000 | 5,694 | 4,544 | 1,348 | 1,892 | 1,287 |
| 2001 | 5,860 | 4,848 | 1,356 | 1,914 | 1,210 |
| 2002 | 5,785 | 4,083 | 1,445 | 2,064 | 1,548 |
| 2003 | 5,719 | 4,578 | 1,549 | 2,075 | 1,463 |
| 2004 | 5,575 | 5,042 | 1,616 | 2,150 | 1,280 |
| 2005 | 5,263 | 4,816 | 1,633 | 2,217 | 1,460 |
| 2006 | 5,066 | 4,783 | 1,802 | 2,238 | 1,295 |
| 2007 | 4,982 | 5,388 | 1,888 | 2,006 | 749 |
| 2008 | 5,066 | 5,415 | 1,956 | 1,887 | 525 |
| 2009 | 5,398 | 4,355 | 1,943 | 1,940 | 775 |
| 2010 | 5,459 | 4,553 | 1,970 | 2,054 | 636 |
| 2011 | 5,525 | 4,209 | 2,225 | 2,015 | 486 |
| 2012 | 6,523 | 4,031 | 2,425 | 1,811 | 260 |
| 2013 | 7,360 | 3,493 | 2,579 | 1,598 | 60 |
| 2014 | 8,477 | 3,005 | 2,882 | 1,483 | n/a |
| 2015 | 9,259 | 2,673 | 3,169 | 1,515 | 6 |
| 2016 | 8,326 | 3,180 | 3,227 | 1,437 | 6 |
| 2017 | 7,968 | 3,117 | 3,446 | 1,364 | 42 |
| 2018 | 8,911 | 2,583 | 3,707 | 1,300 | 178 |
| 2019 | 9,263 | 1,481 | 3,814 | 1,321 | 185 |
| 2020 | 8,313 | 815 | 3,596 | 1,259 | 205 |
| 2021 | 8,019 | 798 | 3,760 | 1,169 | 387 |
| 2022 | 7,830 | 979 | 3,798 | 1,339 | 165 |
| 2023 | 8,840 | 1,032 | 3,885 | 1,440 | 132 |
| 2024 | 9,207 | 1,015 | 4,062 | 1,314 | 197 |
| 2025 | 9,673 | 860 | 3,910 | 1,251 | 148 |
Over 50 years, America’s crude oil supply mix was transformed. Domestic supply recovered, Canada became the dominant foreign supplier, and OPEC moved into a much smaller role.
In 1975, OPEC’s share was more than five times Canada’s. By 2025, Canada’s share was more than four times OPEC’s.
Learn More on the Voronoi App
To learn more about crude oil trade around the world, check out this post on who supplies China’s crude oil on Voronoi.
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Mapped: Gas Prices by U.S. State in 2026
Gas prices may be high nationwide, but living in one state or another can amount to over $30 difference at the pump.
Published
September 29, 2026 9:53 am
Where Gas Is Most Expensive in America
Key Takeaways
- The average price of gas in the U.S. is $4.48 per gallon as of September 2026, up more than a dollar from the previous year.
- California has the highest average gas price in the country at $6.24 per gallon, while Texas and Indiana tie for the lowest at $3.96.
- Filling a 15-gallon tank costs about $34 more in California than in the two cheapest states.
Where you fill up can make a significant difference in what you pay at the pump.
This map shows average regular gasoline prices across the U.S. using September 2026 data from AAA Fuel Tracker. Prices are per gallon and rounded to the nearest cent.
Where Gas Prices Run Highest and Lowest
The broader divide is regional. The highest fuel prices are concentrated in the West, while much of the South sits below the $4.48 national average.
The table below ranks prices from highest to lowest in the 50 states and Washington, D.C.
| Rank | State or District | Average Gas Price in September 2026 ($) |
|---|---|---|
| 1 | California | 6.24 |
| 2 | Hawaii | 5.57 |
| 3 | Washington | 5.55 |
| 4 | Nevada | 5.37 |
| 5 | Oregon | 5.09 |
| 6 | Alaska | 5.07 |
| 7 | Idaho | 5.00 |
| 8 | Utah | 4.98 |
| 9 | Illinois | 4.85 |
| 10 | Michigan | 4.81 |
| 11 | Arizona | 4.78 |
| 12 | Montana | 4.61 |
| 13 | Pennsylvania | 4.55 |
| 13 | Wyoming | 4.55 |
| 15 | New Mexico | 4.53 |
| 16 | Connecticut | 4.49 |
| 16 | New York | 4.49 |
| 18 | Vermont | 4.46 |
| 19 | District of Columbia | 4.43 |
| 19 | Maine | 4.43 |
| 19 | Ohio | 4.43 |
| 22 | Massachusetts | 4.40 |
| 22 | Nebraska | 4.40 |
| 22 | New Jersey | 4.40 |
| 25 | Rhode Island | 4.39 |
| 25 | Wisconsin | 4.39 |
| 27 | Florida | 4.38 |
| 28 | Minnesota | 4.37 |
| 28 | New Hampshire | 4.37 |
| 28 | West Virginia | 4.37 |
| 31 | Delaware | 4.35 |
| 32 | Iowa | 4.33 |
| 32 | Maryland | 4.33 |
| 34 | South Dakota | 4.32 |
| 35 | Colorado | 4.31 |
| 36 | North Dakota | 4.26 |
| 37 | Virginia | 4.24 |
| 38 | Missouri | 4.18 |
| 39 | Kansas | 4.17 |
| 40 | Kentucky | 4.16 |
| 41 | North Carolina | 4.13 |
| 42 | Oklahoma | 4.12 |
| 43 | Georgia | 4.11 |
| 44 | Alabama | 4.09 |
| 45 | Arkansas | 4.06 |
| 45 | Tennessee | 4.06 |
| 47 | South Carolina | 4.05 |
| 48 | Louisiana | 4.03 |
| 49 | Mississippi | 4.00 |
| 50 | Indiana | 3.96 |
| 50 | Texas | 3.96 |
| -- | 🇺🇸 U.S. National Average | 4.48 |
Part of the difference reflects the journey fuel takes to reach a station. Longer distances from refineries, ports, and distribution terminals can mean higher transportation costs, which can push up retail prices.
States such as Louisiana and Texas also benefit from extensive oil and refining infrastructure, helping keep distribution costs relatively low.
Why California Costs So Much More
California’s premium goes beyond taxes. The Golden State requires a special gasoline blend designed to reduce air pollution, which costs more to produce. State environmental programs also add compliance costs for fuel suppliers, alongside state and local taxes.
The state’s specialized fuel comes from a relatively limited pool of suppliers. California is geographically separated from major U.S. refining centers along the Gulf Coast, and only some refineries elsewhere can produce gasoline that meets its requirements. Bringing in additional supply is therefore more complicated than simply sourcing cheaper fuel from another state.
This becomes especially important when a refinery shuts down for maintenance or experiences an unexpected outage. Replacement supplies can take time to arrive, leaving the market more vulnerable to price spikes. The same factors that keep California expensive under normal conditions can make disruptions more painful for drivers.
No Relief This Fall
Gas prices usually ease after the summer driving season. Demand falls as travel slows, while cooler weather allows refiners to use less expensive gasoline components that would evaporate too easily in summer heat. The seasonal change in fuel requirements can help reduce costs even without a decline in global oil prices.
This September, however, that usual pattern has been disrupted. Expensive crude oil and continued volatility in the Strait of Hormuz have pushed up prices at the pump. The national average of $4.48 per gallon is the highest on record for late September.
Local advantages offer only partial protection from those pressures. Gasoline prices generally track crude oil costs, so even states with lower distribution costs and taxes remain exposed to oil-market disruptions.
Learn More on the Voronoi App
To compare these prices with major global events, check out Oil Prices and Geopolitical Events on Voronoi.
Who Controls the World’s Diesel Exports?
The U.S. supplied 15.4% of global diesel exports in 2025, leading a market where five countries shipped nearly half the total.
Published
September 26, 2026 3:03 am
The Countries Behind Global Diesel Supply
Key Takeaways
- The United States exported 1.26 million barrels of diesel per day in 2025, accounting for 15.4% of global exports.
- The five largest exporters supplied 46.9% of the global total, led by the U.S., Russia, and Saudi Arabia.
- The U.S. and Russia together accounted for nearly a quarter of global diesel exports in 2025, underscoring the significance of current export restrictions and proposals.
Diesel powers the trucks, farm equipment, and ships that keep goods moving, making its availability a concern far beyond the fuel pump.
The United States is the world’s largest diesel exporter, accounting for a significant share of global supply. Now, potential U.S. export restrictions are drawing attention as Russia has already moved to restrict its own diesel exports.
This graphic shows 2025 diesel exports by country, based on the annual average of monthly data from the Joint Organisations Data Initiative (JODI) and the Organization of the Petroleum Exporting Countries (OPEC).
Which Countries Export the Most Diesel?
The United States exported 1.26 million barrels per day, ahead of Russia’s 783,400 and Saudi Arabia’s 678,200. India and South Korea rounded out the top five, each shipping more than half a million barrels daily.
America’s large refining system helps underpin that lead. As of January 2026, the U.S. had 130 operable refineries with 18.2 million barrels per day of crude distillation capacity.
The table below shows the world’s top diesel-exporting countries in 2025:
| Rank | Country or region | Diesel exports in 2025 | |
|---|---|---|---|
| Thousand barrels per day | Share of global exports (%) | ||
| 1 | 🇺🇸 United States | 1,264 | 15.4 |
| 2 | 🇷🇺 Russia | 783.4 | 9.5 |
| 3 | 🇸🇦 Saudi Arabia | 678.2 | 8.3 |
| 4 | 🇮🇳 India | 567.1 | 6.9 |
| 5 | 🇰🇷 South Korea | 561.1 | 6.8 |
| 6 | 🇳🇱 Netherlands | 459.8 | 5.6 |
| 7 | 🇸🇬 Singapore | 365.9 | 4.5 |
| 8 | 🇰🇼 Kuwait | 289.2 | 3.5 |
| 9 | 🇧🇪 Belgium | 230.5 | 2.8 |
| 10 | 🇩🇪 Germany | 214.3 | 2.6 |
| 11 | 🇲🇾 Malaysia | 207.1 | 2.5 |
| 12 | 🇨🇦 Canada | 184.8 | 2.2 |
| 13 | 🇮🇹 Italy | 161.8 | 2.0 |
| 14 | 🇹🇼 Taiwan | 159.2 | 1.9 |
| 15 | 🇨🇳 China | 132 | 1.6 |
| 16 | 🇬🇷 Greece | 122.8 | 1.5 |
| 17 | 🇪🇸 Spain | 115.3 | 1.4 |
| 18 | 🇯🇵 Japan | 101.2 | 1.2 |
| 19 | 🇸🇪 Sweden | 97.8 | 1.2 |
| 20 | 🇧🇭 Bahrain | 92 | 1.1 |
| 21 | 🇹🇷 Türkiye | 78.9 | 1.0 |
| 22 | 🇹🇭 Thailand | 71.4 | 0.9 |
| 23 | 🇧🇳 Brunei | 66.3 | 0.8 |
| 24 | 🇬🇧 United Kingdom | 60.4 | 0.7 |
| 25 | 🇸🇰 Slovakia | 59.4 | 0.7 |
| 26 | 🇫🇷 France | 52.3 | 0.6 |
| 27 | 🇱🇹 Lithuania | 51.1 | 0.6 |
| 28 | 🇩🇰 Denmark | 48.4 | 0.6 |
| 29 | 🇵🇱 Poland | 46.7 | 0.6 |
| 30 | 🇳🇬 Nigeria | 46.6 | 0.6 |
| 31 | 🇳🇴 Norway | 44.4 | 0.5 |
| 32 | 🇭🇺 Hungary | 39.9 | 0.5 |
| 33 | 🇲🇽 Mexico | 38 | 0.5 |
| 34 | 🇫🇮 Finland | 36.8 | 0.4 |
| 35 | 🇸🇮 Slovenia | 31.6 | 0.4 |
| 36 | 🇦🇹 Austria | 26.4 | 0.3 |
| 37 | 🇭🇷 Croatia | 24.6 | 0.3 |
| 38 | 🇷🇴 Romania | 21.4 | 0.3 |
| 39 | 🇨🇿 Czechia | 18.7 | 0.2 |
| 40 | 🇧🇷 Brazil | 12.6 | 0.2 |
| Rest of Latin America | 42.7 | 0.5 | |
| Rest of Europe | 77.4 | 0.9 | |
| Rest of Middle East | 170.8 | 2.1 | |
| Rest of Africa | 115.2 | 1.4 | |
| Rest of Asia-Pacific | 146.9 | 1.8 | |
| World | 8216.4 | 100.0 | |
The UAE, Iran, and Iraq are not listed separately because comparable 2025 data are unavailable.
Together, the Netherlands, Singapore, and Belgium account for 12.9% of exports, but much of that is re-exported fuel. All three are trading hubs that import diesel, store and blend it, then ship it onward, so their export totals overstate what their own refineries produce.
By region, Europe leads with 35.3% of global diesel exports, though Russia alone accounts for more than a quarter of that total.
| Region | Diesel Exports 2025 (Thousand Barrels per Day) | Share of World Exports |
|---|---|---|
| Europe | 2,904.1 | 35.3% |
| Asia-Pacific | 2,378.2 | 28.9% |
| North America | 1,486.8 | 18.1% |
| Middle East | 1,230.2 | 15.0% |
| Africa | 161.8 | 2.0% |
| Latin America | 55.3 | 0.7% |
| World | 8,216.4 | 100.0% |
Much of the rest is intra-European trade, with refiners in Germany, Italy, and Spain shipping to neighboring countries. The continent is still a net diesel importer overall, relying on cargoes from the U.S., India, and the Middle East to cover the gap.
Asia-Pacific follows at 28.9%, supported by export-oriented refiners in India, South Korea, and Singapore.
Why Diesel Export Restrictions Matter Globally
The U.S. lead has taken on new significance as Washington weighs export restrictions. President Donald Trump backed the idea on September 22, 2026, although a White House official disputed a reported 90-day ban plan the following day.
Russia, meanwhile, introduced broad diesel export restrictions in July, with the measures subsequently extended through September. Together, the two countries supplied nearly a quarter of global diesel exports in 2025.
For the countries buying American oil and fuels, U.S. export restrictions could reduce access to a major supplier. Analysts have also warned that losing export markets could prompt U.S. refiners to cut output, potentially reducing production of gasoline and jet fuel alongside diesel.
The debate highlights a potential trade-off: restricting exports could keep more diesel in the U.S. in the short term, but if weaker export demand leads refiners to process less crude, they would also produce less gasoline and jet fuel.
Learn More on the Voronoi App
If you enjoyed today’s post, check out The U.S. Exports 35% More Oil Than It Imports on Voronoi.
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