Global Energy Supply Shifts Westward, Centered in the Americas
A significant shift in global energy supply is underway, increasingly centered in the Americas. The Western Hemisphere is transitioning from a regional supplier to a global stabilizing force, driven by U.S. shale and LNG exports, Brazil's offshore growth, and Canada's expanding export reach. This shift is the result of a decade of investment, technology, and infrastructure buildout. The United States, once a major importer, is now one of the world's largest producers and exporters of crude oil and LNG. Canada is evolving from a single-market exporter to a more globally connected supplier, with expanded infrastructure opening access to Asian markets. Brazil's deepwater pre-salt fields continue to deliver steady production increases, supported by long-life assets and ongoing investment. 
