Ukrainian war supply chain influences the catastrophic myth of US energy self-sufficiency

California wells are one of the sources that supply the United States with 75% of crude oil domestically.Credit: John Ciccarelli, Land Management Department

The global impact of Russia’s invasion of Ukraine has exposed US energy security vulnerabilities, and the US or other major manufacturing economies are still truly energy, according to an analysis by energy non-profit RMI and Duke researchers. A university that overturned the myth of not relying on.

The United States produces 75% of its crude oil supply and 90% of its natural gas supply domestically and imports only a relatively small amount of Russian oil, which is currently banned as a penalty against Moscow, but highly Due to its globalization, it is closely linked to Russia’s energy. According to the analysis, a supply chain that relies on Russian fuel to produce goods for the US market.

“Russia can no longer sell oil to the United States or Europe, but it can still sell it to others. Major economiesIt is used in the manufacture of products that we continue to import, such as India and China, “said Lincoln Pratson, Professor of Gendell Family Energy Environment, Duke University Nicholas School of Environmental Studies.

“We have embargoed Russian oil, but we indirectly buy crude oil through these products,” Prattson said.

He said this would weaken the puncture wounds of our sanctions and pose a challenge to US policy makers.By importing rather than producing domestically, part of the energy balance can be used elsewhere, but at the same time, imported products Energy security That of an exporting country that may depend on Russia for fuel.

“The question is whether the benefits of producing something else with that energy deserve the increased energy risk of imports,” formerly known as Rocky Mountain Institute. Ukita Jun, Senior Associate of RMI’s Strategic Analysis and Engagement and US Programs.

Recent US policy measures, such as oil sanctions and the elimination of Russia’s favorable trade situation, are only part of the risk, shepherd said. “They are not really effective in dealing with the risks posed by the indirect or embedded Russian energy contained in many of the products we import from other countries.”

New analysis released by Shepherd and Prattson on May 25 Nature Energy, We evaluate three ways the United States can mitigate its exposure to these risks.

The first is the “by American” approach, which significantly reduces the demand for imported goods and services. This requires a dramatic lifestyle shift for US consumers, which is likely to limit its potential effectiveness as the only approach, Shepherd said.

The second related option is the “Made in America” ​​approach. This approach invests in increasing domestic production of key products. While promising, it also has its drawbacks, as almost all domestic products rely on imports somewhere in the supply chain. This is especially true for key products such as batteries and semiconductors, Shepherd said.To achieve Energy self-sufficiency To use this approach, you need to increase your investment in innovative product design and find a way to use only domestic products. raw materialsExchange etc. Lithium ion batteryIt requires minerals that have not been mined in the United States and uses domestically produced sodium-sulfur batteries.

The third option, which can be used alone or in combination with the first two, is to secure the US supply chain by investing. Renewable energy technology Not only overseas, but also domestically.

According to Prattson, almost every country can produce renewable energy domestically, which enhances long-term energy security for countries that rely on raw materials and key commodities. Clean energy technology requires upfront investment, but its energy production is unaffected by the extreme supply chain fluctuations sometimes seen in the oil and gas markets, such as those caused by the war in Ukraine.

“More than 100 countries have major manufacturing economies, but only a handful of countries, including Russia, produce and export most of the energy that drives these economies,” Prattson said. .. To achieve US energy self-sufficiency in such a highly globalized situation, we need to look across borders.

“The safest and most economically efficient way to ensure energy self-sufficiency in the United States is to support the domestic capacity of the supply chain we depend on,” Shepherd said. “Simply put, all countries need to achieve energy security in order to achieve energy security in the United States.”

Import Tariffs: Alternative European Energy Embargo to Russia

For more information:
Atsushi Ukita Shepherd and others, the myth of energy self-sufficiency in the United States, Nature Energy (2022). DOI: 10.1038 / s41560-022-01053-2

Provided by
Duke University

Quote: The supply chain of the Ukrainian War is the ruin of US energy self-sufficiency acquired from on June 13, 2022. Affects the myth

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Ukrainian war supply chain influences the catastrophic myth of US energy self-sufficiency

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