US total petroleum liquids production (BP) increased from 7.2 mbpd (pre-hurricane) in 2004 to 7.5 mbpd in 2010 (and probably to about 7.7 mbpd in 2011). From 2004 to 2010, despite increasing net exports from Canada, the combined net oil exports from the seven major net oil exporters* in the Americas and the Caribbean fell from 6.2 mbpd in 2004 to 4.8 mbpd in 2010, down 1.4 mbpd, a decline of 23% in six years.
So, just the regional decline in net exports, from 2004 to 2010, was about five times the size of the increase in US production. The 2005 to 2010 decline in Global Net Exports (GNE) was about 10 times the size of the recent increase in US production, and the 2005 to 2010 decline in Available Net Exports (ANE) was about 17 times the size of the recent increase in US production.
*Canada, Colombia, Venezuela, Mexico, Argentina, Ecuador, Trinidad & Tobago