Ну нефтяная добыча была и покруче в начале 90х, чем сейчас. Ну и не надо забывать, что более половины потребности в нефти все еще покупается зарубежом.
http://www.bloomberg.com/news/2013-10-0 ... esort.html
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Energy Needs
The U.S. also is now less in need of foreign energy thanks to increased domestic output amid the development of fracking, which draws on reserves in shale-rock formations. America churned out an average 7.2 million barrels a day of crude since the start of January, the highest since about 1991, and Credit Suisse Group AG estimates the inflation-adjusted petroleum trade deficit has fallen 54 percent since 2006.
Such trends will boost the U.S. trade position by more than $164 billion in 2020 -- a third of the present shortfall -- as the need for energy imports declines and U.S.-based fuel-intensive industries become more competitive, according to a September study by Lexington, Massachusetts-based IHS Inc. EOG Resources Inc. (EOG) and Pioneer Natural Resources Co. (PXD) are among the Texas-based oil explorers whose stocks have soared this year.
The fresh energy supplies also may combine with competitive labor costs and cash-rich corporate coffers to propel a recovery in manufacturing within the U.S., leaving the country less reliant on goods from abroad. A Citigroup report in May predicted a reversal of the 50-year decline in manufacturing’s share of GDP, including the creation of 2 million jobs.
Another theme is that U.S. companies are increasingly repatriating production from China and other emerging markets, which lured it with cheaper labor costs.
Moving Manufacturing
54 percent of U.S. manufacturers with sales topping $1 billion are planning to or considering bringing back factory-lines from China, up from 37 percent in February, the Boston Consulting Group said Sept. 24, citing a survey of 200 executives. It projects that with Chinese wages and benefits rising 15 percent to 20 percent a year, the cost of operating in China will be the same as staying in the U.S. by 2015.
Trellis Earth Products Inc. (TREL), a Portland, Oregon-based producer of bioplastics, said in July it is moving its manufacturing operations to New York state from China, investing $8.3 million and creating almost 200 positions.
“What you see is more companies reshoring and bringing jobs back,” said Harold Sirkin, a Chicago-based senior partner at BCG. “Previous headwinds are turning into tailwinds...”
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