The missing link in the US energy advantage: Connecting supply to demand

Global Energy Agenda

May 12, 2026

Mike Sommers

Mike Sommers is the president and CEO of the American Petroleum Institute, the largest trade association representing all segments of America’s oil and natural gas industry. The American Petroleum Institute is a partner of the Global Energy Center. This essay is part of the 2026 Global Energy Agenda.

Recent geopolitical volatility in the Middle East has underscored just how quickly global energy markets can tighten, and how acutely Americans feel those shifts. The disruption to the Strait of Hormuz—one of the world’s most critical energy choke points—is a reminder that energy security depends not just on supply but on the ability to move it.

The missing link in the US energy advantage: Connecting supply to demand

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