USA: Crude oil exports jumped by 117%

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This is due to a combination of a significant increase in American oil exports, which for the first time since World War II reached the net export of crude oil (and not just advanced oil products), and a particularly high average price: if in April 2025 the price of the average American barrel of oil rose to about 69 dollars, last April its price reached 102 dollars. This increase is also evident if you look at last February, on the eve of the war, when American oil exports stood at 7.9 billion. It rose to 10.7 billion in March, and now to 17.1 billion. Oil companies producing in the US, including those listed for trading in Tel Aviv, are expected to benefit greatly from this in the second quarter of this year.

The effect of the blockade imposed by the USA on Iran

This is a direct effect of the war, the maritime intelligence agency Lloyd’s List specifically noted the massive movement of tankers moving to the Atlantic Ocean, to take advantage of the extensive export capacity of the US, as well as the exports of relatively new oil producers such as Brazil, Guyana and even Venezuela, whose production rate has increased significantly recently. The export of oil through the critical strait, which is currently responsible for about 20% of the world’s oil and gas trade. Also, in recent months, the US imposed a counter blockade against Iran, which prevents it from exporting its oil, which is usually sold mainly to China.

Those who suffer from the shortage of oil in the international arena are mainly East Asian countries, which excel in strong industry but are very thirsty for energy, and their domestic oil and gas production capacity is small to non-existent. Those who benefit are countries that are net oil exporters, such as the USA in recent years. But even in such countries, while the oil companies will benefit from the high prices – the average consumer in the US continues to suffer from high prices at the gas stations, which do not add to the popularity of the campaign against Iran.