U.S. crude imports from Canada fell 4% to 3.9 million b/d in 2025

The U.S. Energy Information Administration estimates that energy trade between the United States and Canada fell 11% in 2025 to US$137 billion, from US$151 billion in 2024, most of it U.S. imports from Canada (US$111 billion) rather than U.S. exports north (US$26 billion) [1][2]. Crude oil was 69% of the value: U.S. crude imports from Canada averaged 3.9 million barrels a day, 4% less than the 4.1 million of 2024, and the crude trade was worth US$94.7 billion, 16% less, because Brent averaged US$69 a barrel, US$11 below the prior year [1][2].

Refined products moved both ways in similar volumes, 583,000 barrels a day north to south worth US$16 billion and 504,000 barrels a day south to north worth US$13.4 billion [1]. The agency repeats the structural point that explains why the trade persists at any price: relatively complex U.S. refineries tend to prefer heavy crude oils such as those produced in Canada, and the Trans Mountain Expansion now gives some of that crude a route to the Pacific instead [1].

For a U.S. holder of Canadian oil producers or pipelines, the volume line is the one to watch. A 4% fall in the first full year of the expanded Trans Mountain line is consistent with west coast barrels going elsewhere, although the agency does not draw that link itself, and the discount at which the remaining barrels sell depends on how many more follow [1].