What world events mean for crude oil — the exporters, the routes, and the retail endpoint.
Crude oil
We don't have an honest retail series for this yet — EIA publishes a weekly U.S. retail gasoline price, but gasoline is a refined product, not crude itself, so it can't stand in for the retail price of crude oil.
US scope. We show a retail endpoint only when a published BLS series measures it honestly.
Circle size ∝ share of world exports — country area does not imply volume
14.3% of world crude oil exports · 2024 trade value
Top 3 exporters: 33.1% of world exports.
Saudi Arabia accounts for 14.3% of the world's exported crude oil by value — a disruption here travels through the buyers and companies below.
What-if presets
No documented company exposure in our sources for Refiners pass higher feedstock costs into wholesale fuels; Pump prices, freight and airline fuel costs.
A crude oil supply shock would likely first appear in futures and cash bids — timing and size are not established in our sources.
Critical exporters & importers
2024 vintage · annual data, 1–2y lagTop exporters
Saudi Arabia
14.28% of world exports
Russia
9.49% of world exports
United States
9.33% of world exports
United Arab Emirates
8.75% of world exports
Canada
8.29% of world exports
Next tier: Iraq (7.48%), Norway (3.81%), Brazil (3.63%), Kuwait (2.2%), Qatar (1.62%)
Top importers
23.12% of world imports20.69% from Russia
12.97% of world imports60.27% from Canada
10.82% of world imports37.23% from Russia
6.47% of world imports34.82% from Saudi Arabia
5.58% of world imports43.07% from United Arab Emirates
An importer is “critical” here by share of world crude oil imports; the per-exporter dependency underneath is what makes a shock travel. 2024 vintage · annual data, 1–2y lag — annual data, 1–2y lag.
Market stress data as of Sep 24, 2026 from the commodity supply-risk monitor.