U.S. Crude Exports Decline As Markets Shift

Energy shifts influence diesel and fertilizer costs.

Aerial view of the front of a large crude oil tanker ship at sea_Photo by teamjackson via Adobe Stock_1536993330.jpg

Photo by teamjackson via Adobe Stock

WASHINGTON, D.C. (RFD NEWS) — Annual U.S. crude oil exports fell in 2025 for the first time since 2021, reflecting shifting global demand patterns and changes in domestic utilization, according to the Energy Information Administration.

U.S. crude exports averaged about 4.0 million barrels per day in 2025, down 3 percent from 2024, with declines concentrated in Europe and the Asia-Oceania region. Exports to Europe dropped about 7 percent as increased OPEC output displaced U.S. barrels, while shipments to Singapore and China fell sharply, continuing a two-year slide in Chinese purchases.

Despite lower exports, overall U.S. net crude imports declined to roughly 2.2 million barrels per day, with imports falling even more. EIA notes domestic production rose 3 percent to a record 13.6 million barrels per day, with more supply flowing into stock builds, including the Strategic Petroleum Reserve, and U.S. refineries.

Regionally, some destinations increased purchases, with the Netherlands, India, and Japan importing more U.S. crude and Nigeria boosting imports as its Dangote refinery ramped toward full capacity.

Looking ahead, export trends will depend on shifts in global supply, refinery demand, and evolving trade flows.

Related Stories
While access to China remains uncertain, U.S. beef exporters are finding resilience and opportunity in other global markets, which could help maintain industry value and expand export opportunities.
Mike Spier, president and CEO of U.S. Wheat Associates, discusses the new U.S.-Bangladesh trade agreement and its potential benefits for U.S. wheat growers.
Gretchen Kuck of the National Corn Growers Association joined us to discuss the Ag Coalition for USMCA’s report findings and expectations ahead of the upcoming USMCA review.
Strong corn exports offer support, while soybeans and wheat remain weighed down by ample global supplies, according to the USDA’s latest WASDE report for February.
Higher livestock prices reflect resilient demand, even as disease and herd shifts reshape 2026 supply expectations.
Kevin Charleston of Specialty Risk Insurance discusses the importance of grain bin safety and joint efforts with Nationwide to provide farmers and first responders with access to critical, life-saving rescue tubes.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Federal nutrition policy is signaling a stronger demand for whole foods produced by U.S. farmers and ranchers. Consumer-facing guidance favors animal protein, but institutional demand may change little under existing saturated fat limits.
Farmer Bridge payments are being used primarily to reduce debt and protect cash flow, not drive new spending. Curt Blades with the Association of Equipment Manufacturers joined us to provide insight into the ag equipment market and the factors influencing sales.
Rail strength is helping stabilize grain movement, but river and export slowdowns continue to limit overall logistics momentum.
Retail pricing confirms tight cattle supplies and supports continued leverage for producers, reinforcing the need for disciplined risk management.
Higher ethanol blend rates translate directly into stronger, more durable corn demand if regulatory momentum holds.
Long-term demand uncertainty is reshaping specialty crop strategies as producers adapt to fewer, older consumers.