Raw Materials

What's the Tariff on Crude Oil?

Canadian crude oil faces 10% IEEPA tariff.

💡
The 10% tariff on Crude Oil is paid by American importers, not foreign manufacturers. Your Barrel of oil now costs $77 instead of $70 — that's $7 more, or 10% of the sticker price going directly to tariff taxes.

Current Tariff Rate

10%

Pre-2025 Rate

0%

Rate Increase

+10pp

Price Impact

+10%

+$7

Real-World Price Impact

Before Tariffs

$70

Barrel of oil

After Tariffs

$77

Barrel of oil

That's $7 more per unit — a 10% price increase paid by the American buyer.

Note: Price estimates assume full tariff pass-through to consumers. Actual retail prices may vary — manufacturers may absorb some costs, shift production, or adjust margins.

The Story Behind This Tariff

The 10% IEEPA tariff on Canadian crude oil strikes at the heart of North American energy integration built over five decades. Canada is America's largest oil supplier by far, providing 3.9 million barrels per day — roughly 60% of all US crude imports. The infrastructure is deeply embedded: the Keystone pipeline system, Enbridge Line 5, and dozens of smaller pipelines physically connect Alberta's oil sands to Midwest refineries specifically designed to process heavy Canadian crude. These refineries in Illinois, Michigan, and Oklahoma cannot easily switch to lighter domestic shale oil without billions in reconfiguration. The tariff functions as a direct tax on gasoline for Midwest consumers, with estimates suggesting a 10-15 cent per gallon increase at the pump. Paradoxically, the tariff also undermines US energy security by incentivizing Canada to accelerate the Trans Mountain pipeline expansion to ship oil to Asian markets instead.

📦 Supply Chain

Primary Origin

Canada

Made in USA

60%

Import Volume

09B

Alternatives

Domestic shale (different grade), Saudi Arabia, Mexico

📅 Tariff Timeline

1988

Canada-US FTA eliminates energy tariffs

0%

1994

NAFTA energy provisions deepen integration

0%

2020

USMCA maintains duty-free energy trade

0%

2025-Feb

IEEPA tariff on Canadian energy — first in 37 years

10%

👥 Consumer Impact

Households Affected

130M

Annual Cost Per Household

80

💡 Did You Know?

  • Canada supplies 60% of all US crude oil imports — more than the next 5 countries combined
  • Midwest refineries spent 0+ billion over decades retooling specifically for heavy Canadian crude and cannot easily switch feedstocks
  • The tariff could push Canada to accelerate Pacific pipeline exports to China, permanently redirecting oil away from the US

Tariff Details

HTS Code
2709.00
Current Rate
10%
Pre-2025 Rate
0%
Tariff Type
IEEPA (Canadian energy)

Legal Authority

IEEPA (Canadian energy)

Effective: 2025

Tariff imposed under presidential trade authority

The tariff on Crude Oil is paid by the American importer at the port of entry and passed through to consumers as higher retail prices. The foreign manufacturer does not pay the tariff.

Who Actually Pays This Tariff?

Despite claims that tariffs are paid by foreign countries, the 10% tariff on Crude Oil is paid by American importers — US companies that purchase these goods from abroad. The cost is then passed to American consumers through higher retail prices.

  • ✓ The foreign seller receives the same price as before
  • ✓ The US importer pays 10% of the customs value to CBP
  • ✓ The retailer marks up the higher landed cost
  • ✓ You pay more at the register: $70 → $77

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