U.S. energy exports have surged to unprecedented levels in April 2026 as the ongoing closure of the Strait of Hormuz has rerouted global oil and liquefied natural gas flows, positioning American producers as the primary swing suppliers amid the U.S.-Iran conflict.
Total U.S. exports of crude oil and petroleum products hit a record 12.9 million barrels per day last week, according to the U.S. Energy Information Administration, far exceeding typical figures and filling the void left by disrupted Middle Eastern supplies. The blockade, part of a dual chokehold with Iranian actions since late February, has removed roughly 20% of global seaborne oil and significant LNG volumes from the market, driving buyers in Asia and Europe toward U.S. Gulf Coast terminals.
