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I would expect that net exports of crude oil would drop more quickly than total production. Your numbers indicate that this is happening very quickly. I haven't stopped to verify that I would get exactly the same numbers, but I would expect something in this direction to happen.

It is tricky to get consumption of crude oil, because the only numbers that are available for consumption relate to "liquids." These include all of the stuff that isn't quite oil. Or perhaps it is possible to work around this issue.

Thanks for your insights!

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