1. www.eia.gov U.S. Energy Information Administration Independent Statistics & Analysis Outlook for Energy Markets for U.S. Chamber of Commerce October 15, 2012| Washington, D.C. by Adam Sieminski, Administrator

2. Maritime oil chokepoints create concerns for energy security Source: EIA Today in Energy, March 2, 2011 2 Adam Sieminski October 15, 2012

3. Estimated unplanned production disruptions among non-OPEC producers, through August 2012 thousand barrels per day Source: EIA Availability and Price of Petroleum and Petroleum Products Produced in Countries Other Than Iran Report, August 2012 Adam Sieminski October 15, 2012 3

4. OPEC surplus crude oil production capacity Adam Sieminski October 15, 2012 4 million barrels per day Source: EIA Short-Term Energy Outlook, October 2012 forecast

5. Other systemic energy security risk issues Adam Sieminski October 15, 2012 5 Natural disasters Electric reliability concerns Refining capacity outages Other energy infrastructure issues

6. Non-OECD liquid fuels use is expected to surpasses almost flat OECD liquid fuels use in the near future total liquids consumption million barrels per day Projections History 2010 Other non-OECD OECD Americas OECD 62 48 40% 19% 35% 41 Non-OECD 46 6 Adam Sieminski October 15, 2012 Source: EIA, Annual Energy Outlook 2012

7. U.S. energy use per capita and per dollar of gross domestic product 1980 – 2035 7 Adam Sieminski October 15, 2012 values indexed to 1980 Source: EIA Annual Energy Outlook, 2012 historyprojections

8. Domestic production of shale gas and tight oil has grown dramatically over the past few years 8 tight oil production for select plays million barrels of oil per day shale gas production (dry) billion cubic feet per day Adam Sieminski October 15, 2012 Sources shale gas: Lippman Consulting, Inc. gross withdrawal estimates as of August 2012 and converted to dry production estimates with EIA-calculated average gross-to-dry shrinkage factors by state and/or shale play. Source tight oil: HPDI, Texas RRC, North Dakota department of mineral resources, and EIA, through June 2012.

9. U.S. leads the league table for non-OPEC crude oil and liquid fuels growth over the next two years 9 Source: EIA,Short-Term Energy Outlook October 2012 change in production from previous year million barrels per day Adam Sieminski October 15, 2012

10. 10 U.S. dry natural gas trillion cubic feet Source: EIA, Annual Energy Outlook 2012 ProjectionsHistory 2010 Consumption Domestic production U.S. becomes a net natural gas exporter in 2022 5% 11% Net imports, 2010 Net exports, 2035 Adam Sieminski October 15, 2012

11. U.S. dependence on imported petroleum declines …moves even lower in various “side case” scenarios U.S. liquid fuel supply million barrels per day ProjectionsHistory 2010 Consumption Domestic supply Net petroleum imports 49% 36% 60% 2005 Source: EIA, Annual Energy Outlook 2012 14% Extended Policies High TRR Adam Sieminski October 15, 2012 11

12. Primary energy use by fuel, 1980-2035 …in absolute terms, all fuels grow except petroleum liquids 12 U.S. energy consumption quadrillion Btu Source: EIA, Annual Energy Outlook 2012 ProjectionsHistory 2010 Renewables (excluding biofuels) Liquid biofuels Petroleum and other liquids Coal Nuclear Natural gas 21% 37% 9% 25% 7% 1% 20% 32% 9% 26% 11% 4% Share of total U.S. energy use Adam Sieminski October 15, 2012

13. 200520202035 Energy-related CO 2 emissions 6.00 5.43 5.76 % change from 2005- -9.4%-4.0% Energy-related CO 2 emissions never get back to pre-recession levels in the AEO2012 Reference case 13 energy carbon dioxide emissions billion metric tons Source: EIA, Annual Energy Outlook 2012 ProjectionsHistory 20102005 Adam Sieminski October 15, 2012

14. EIA data and analysis products are used by many government agencies, private organizations and NGOs 14 Adam Sieminski October 15, 2012 unique page views in the last 30 days Source: EIA and Google Analytics

15. Other upcoming releases and resources Adam Sieminski October 15, 2012 15 Annual Energy Outlook 2013 (February 2013) | www.eia.gov/aeowww.eia.gov/aeo International Energy Outlook 2013 (May 2013) | www.eia.gov/ieowww.eia.gov/ieo U.S. Energy Information Administration home page | www.eia.govwww.eia.gov Today in Energy | www.eia.gov/todayinenergywww.eia.gov/todayinenergy Short-Term Energy Outlook | www.eia.gov/steowww.eia.gov/steo Monthly Energy Review | www.eia.gov/merwww.eia.gov/mer EIA Information Center InfoCtr@eia.gov Our average response time is within three business days. (202) 586-8800 24-hour automated information line about EIA and frequently asked questions.