ResearchGlobal Markets2026-11-14
US Self-Sufficiency Rises to 79.6%; Import Flexibility Crushed by Rigid Refinery Throughput
US crude self-sufficiency (production/refinery input) hits 79.6% — a 2026 high per JODI; imports at just 6,709 kb/d are the sole gap filler, yet fully inelastic. Canada’s net export capacity is strained; Mexico’s refinery input remains below output. SNSUC importers must brace for USGC spot premium spillover.
