To display this YouTube content, it is necessary to authorize audience measurement and advertising cookies.

An extension in your browser appears to be blocking the loading of the video player. To be able to watch this content, you must disable or uninstall it.

Published on: 06/05/2026 - 12:27

Since the blockage of the Strait of Hormuz, American oil exports have exploded and Washington has established itself as a relief supplier to the rest of the world. But in gas, the United States still faces infrastructure limitations.

The United States is taking full advantage of the energy crisis caused by the war in the Middle East. The world's leading oil producer with 13.6 million barrels per day in 2025, the country is seeing its exports jump. In April, they reached nearly 6.5 million barrels of crude per day, a record. Adding refined products, American exports now exceed 14 million barrels daily, or 4 million more than a year ago. At more than $108 for Brent and around $100 for American crude, American producers are benefiting from a real jackpot.

American gas prices falling

The same logic is found on liquefied natural gas. Since the war in Ukraine, Europe has turned massively to American LNG to replace Russian gas. Last year, the United States exported a record 155 billion cubic meters of LNG. With the blockage of the Strait of Hormuz, nearly 20% of global LNG exports – mainly Qatari – are disrupted. But American infrastructure is still struggling to keep up: lack of gas pipelines, saturated terminals, logistical difficulties. Paradoxical result: while prices are soaring in Europe and Asia, American gas contracts have declined since the start of the conflict.

Washington, however, is accelerating its projects, with the gradual entry into service of new terminals such as Golden Pass, supported by Qatar.

Related keywords

The content you are trying to access does not exist or is no longer available.