The American Energy Crisis

Various Data Points

Total gasoline consumption declined year over year, and is confirmed here in the year over year decline in total Vehicle Miles Traveled in the U.S., down 1.2% 2011 over 2010.

Total rail tonnage is down month over month February 2012 over 2011, and year over year 2011/2010.

Electricity production (and hence consumption) was down big year over year (4.5% in 2011 over 2010) and January over January 2011/2012 was off a staggering 7.5% (some of that has to be attributed to lower electric heating demand due to the warm winter here in the U.S.)

Here is an excellent chart from "ycharts" on electricity generation over the past 5 years.

"Trucking Tonnage" is bucking these trends.  Or maybe not. California is home to 1/8 of America, and their taxable diesel sales for fiscal year 2011 (which ends November 30) was down from 2010 (but it was sharply increasing in 2nd half of 2011).

To be accurate the big increase in trucking came in December, 2011 - and (if accurate) it was whopper. Also (if accurate) the decline in January 2012 was a whopper.
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