The North American Way: Integrated and Indispensable Energy

By Reed Blakemore, Director of Research and Programs, Global Energy Center, Atlantic Council

North America’s abundance has always been a geographic and economic reality hiding in plain sight, one that three nations share and too few fully appreciate. A continent anchored between two oceans, offering unparalleled access to global markets. A manufacturing heritage that built the modern world, now positioned to help build the next generation of innovation. A reservoir of human capital—engineers, laborers, entrepreneurs—that stretches from the Arctic to the Yucatán. This is the promise of the North American way.

Energy is what makes that promise possible.

Strip away today’s political noise of the moment and what remains is a fundamental truth: North America has a natural advantage to provide the bedrock of reliable, affordable energy upon which prosperity and security are built. It is not a luxury, and much less an afterthought. Energy is the precondition for everything else whether that’s the factories that employ workers, the grids that power hospitals and datacenters, or the networks of infrastructure that move raw materials to refineries.

Put simply, if energy security is the cornerstone of our shared ambitions to thrive and lead, then Canada, the United States, and Mexico should be the most competitive block in the world. We have something rare: the capacity to deliver it to one another and in doing so, not only achieve prosperity, but resilience.

In North America, energy integration is not out of generosity, nor simply a transaction. It is a pragmatic interdependence that, when acknowledged and strengthened, becomes a strategic asset unlike any other in the world. The United States, though one of the world's foremost producers of light, sweet crude oil, imports heavier-grade crude from Canada and Mexico to keep its refineries running at full capacity. Those facilities were built for a specific blend of crude, and without Canadian oil sands production or Mexican heavy crude, American gasoline and diesel output would face constraints. The supply chain that fills American gas tanks is, by design, a North American supply chain.

Look south, and the picture is equally revealing. Mexico imports more than 70 percent of its natural gas from the United States—fuel that powers the factories of a robust manufacturing sector and keeps the lights on for millions of households. American natural gas, flowing through pipelines across the border, is not merely a commodity transaction. It is the energy foundation beneath Mexico's industrial ambitions. When that supply is stable and affordable, Mexico grows. When Mexico grows, it becomes a stronger trading partner, a more stable neighbor, and a more dynamic contributor to the broader continental economy.

These are not coincidences of proximity. They are the architecture of a continental energy system that has been quietly, efficiently working for decades—one that, if properly recognized and invested in, could serve as the engine of a new era of shared prosperity.

Now, that engine is being called for a further purpose. The world is rapidly learning the consequences of concentrated energy supply chains, whether that’s dependence on China for critical minerals to support consumer goods, advanced manufacturing, and defense materiel, or overreliance on a limited set of hydrocarbon suppliers. These pressures on the global energy system not only reinforce the value of North American energy integration but elevate its geostrategic significance. In a more competitive, volatile world, North America has the opportunity to not only be a force for continental prosperity and security, but an anchor of stability that is able to export those benefits to its partners and allies through reliable and diversified energy resources and trusted supply chains.

At this inflection point, complacency is our biggest risk. That means pragmatic policies to encourage investment across the continent in new natural resources, power generation, infrastructure, and critical mineral supply chains which reflect the long-term nature of this partnership and are more durable than the short-term pressures of any political cycle. It means regulatory frameworks that treat energy trade as the strategic pillar it is, not as a bargaining chip. It means a continental conversation about energy that is serious, sustained, and grounded in the genuine interdependence that already defines our economies.

The promise of North America is abundantly clear. To maximize its potential, however, we must embrace the role that energy plays in keeping that promise alive. It is time to say it plainly: energy integration is not a footnote to continental prosperity. It is the foundation of our competitiveness.

These same realities extend far beyond the continent. Europe learned, painfully, what it means to be dependent on a single energy supplier. Asia is racing to secure reliable access to the resources that will power its next century of growth. North America, meanwhile, sits atop one of the most diversified, integrated, and complementary energy systems on the planet

The “North American Way” is the choice to build upon it deliberately, rather than take it for granted.