호르무즈 봉쇄에…미국산 원유 수출 급증

The surge in US crude oil exports reflects a critical reshaping of global energy markets as Middle Eastern supply disruptions force Asian and European refiners to seek alternatives, elevating the US as a strategic energy supplier despite approaching its infrastructure limits. Widened price differentials have made US exports economically viable for transcontinental shipments for the first time, signaling a fundamental shift in traditional energy supply chains. However, infrastructure constraints in pipeline capacity and tanker availability may limit the sustainability of this growth.