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Saudi Arabia is significantly cutting its crude oil exports to the United States this month, with shipments likely to hit a 35-year low and reducing the overhang in U.S. oil 18 de sept. de 2025 Saudi Arabia's crude oil exports in July fell to their lowest for more than two years, data from the Joint Organizations Data Initiative (JODI) showed on Monday. Recent data from Kpler reveals a significant decline in crude oil exports from major OPEC producers in June, driven largely by weak demand in Asian markets and Saudi Arabia more than doubled Russian fuel oil imports in the second quarter to meet summer peak demand for power generation and free up the kingdom’s own Saudi Arabia has held off formally joining the BRICS bloc of nations despite attending a meeting in Brazil last week, two sources said, finessing an issue that could upset

BRICS Impact: Saudi Arabia Oil Exports to US Hit 6-Year Low – What's Behind the Decline?

Recent shifts in global energy dynamics have led to a notable trend: Saudi Arabia is significantly cutting its crude oil exports to the United States this month. Shipments are likely to hit a 35-year low, reducing the overhang in U.S. oil reserves. This decline raises important questions about the factors driving this change and the potential implications for the US energy market.

While the specific factors are complex and multifaceted, the influence of the BRICS economic bloc and shifting global demand patterns are key considerations. Saudi Arabia has held off formally joining the BRICS bloc of nations despite attending a meeting in Brazil last week, two sources said, finessing an issue that could upset existing geopolitical relationships. Nevertheless, the growing economic influence of BRICS countries, particularly in Asia, is undeniably reshaping global energy trade.

Saudi Arabia's crude oil exports in July fell to their lowest for more than two years, data from the Joint Organizations Data Initiative (JODI) showed on Monday. This decrease, coupled with the reduction in exports to the US, suggests a broader strategic shift in Saudi Arabia's oil export policies. Recent data from Kpler reveals a significant decline in crude oil exports from major OPEC producers in June, driven largely by weak demand in Asian markets. This weakened Asian demand may be prompting Saudi Arabia to re-allocate its oil exports to other regions or reduce production overall.

Adding another layer of complexity, Saudi Arabia more than doubled Russian fuel oil imports in the second quarter to meet summer peak demand for power generation and free up the kingdom’s own crude for export. This highlights the interconnectedness of the global oil market and the strategic maneuvers countries are undertaking to manage their energy resources effectively.

The combination of these factors - lower exports to the US, declining overall exports as indicated by JODI data, shifting demand in Asia, and strategic fuel oil imports from Russia - paints a picture of a dynamic and evolving global energy landscape. Monitoring these trends will be crucial for understanding the future of oil prices and energy security in the United States and beyond.

Updated September 18, 2025

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