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Worldwide oil demand in 2014 is up 900,000 barrels per day. Crude oil production in the US is up 1 million barrels per day and natural gas liquids production is up 400,000 barrels per day. Canadian oil production is up another 400,000 barrels per day, so the total increase in the US and Canada is 1.8 million barrels per day.
That allows for sanctions on Iran, declines in the North Sea and declines under the Chavez/Maduro dictatorship.