U.S. oil and gas exporters benefit from the Iran war, but can’t fill the supply gap as prices spike0

• Energy, Finance
• March 4, 2026

The U.S. leads the world in both crude oil and natural gas production, but the top exporters are already shipping near their capacities, allowing them to reap larger profits but not fill the supply gaps caused by the temporary loss of 20% of global oil and liquefied natural gas (LNG) volumes triggered by the effective