14 Jan 2026

The Great American Oil Paradox

The U.S. is executing a unique energy “double-play,” exporting massive amounts of light, sweet shale crude while still importing heavy, sour oil to match its legacy refinery infrastructure. This paradox being both a top exporter and importer makes the country the central hinge of the global oil market. Far from a weakness, this interdependence gives the U.S. leverage, allowing it to balance supply and influence prices worldwide as we head into 2026. Source: Jack Prandelli

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