1. U.S. Total Energy Production vs. Consumption
120
2012 Energy Gap: 100
13% gap
20%
2025 Energy Gap: 80
13%
Quads
60
Consumption
40 Production
Source: EIA Annual Energy
Outlook 2012, Reference
Case 20
0
2009 2013 2017 2021 2025

2. U.S. Liquid Fuel Production vs. Consumption
25
2006 Fuel Gap:
20
60%
2025 Fuel Gap:
15 37% gap
37%
Bb/d
10
Source: EIA Annual Energy
Outlook 2012, Reference Consumption
Case
5
Production
0
1970
1975
1980
1985
1990
1995
2000
2005
2010
2015
2020
2025

3. U.S. Crude Oil Imports by Country/Region
10
9
8
7
Other
Quadrillion Btu
6 Persian Gulf (OPEC)
West Africa (OPEC)
5
North Africa (OPEC)
4 Latin America (OPEC)
North Sea
3
Mexico
2 Canada
1
0
2009 2011 2013 2015 2017 2019 2021 2023 2025
Source: EIA Annual Energy Outlook 2012, Reference Case

4. 2025 Energy Demand by Fuel Type
100 10.04 quads is just 9.86% of total
energy demand in 2025
80
Quadrillion Btu
60
Petroleum
40 Natural Gas
Coal
20 Uranium
Renewables
0 Biofuels
Source: EIA Annual Energy Outlook 2012, Reference Case

5. 2025 Scenario: Imported Crude Oil Displaced
Total Crude Oil
(quads)
Displaced
Distillate fuel oil  Freight LNG (32% penetration) 2.18
Gasoline  Light duty CNG (22% penetration) 3.91
Gasoline  EVs (10% penetration) 1.75
Various crude  Canadian tight oil & gas (est. surplus) 4.86
products
Total crude oil displaced 12.69
Total crude oil imported 10.04
Total percentage of crude oil imports displaced 126%