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@ Security Writer :verified: :donor:
2025-03-04 18:54:21I’d expect the US is going to go marginal on energy in the short term if Canada and Mexico are subject to tariffs. Something consumers will feel quickly. It’s not as easy to crack open the stockpiles as you’d first think. Pre-LLM explosion, the US just over broke even on consumption vs production, and were a net exporter when you account for imports.