Logistics. Overall we are still a net importer but that can/will change very quickly. SA can no longer control us.
The only thing they could mean is that with the extra US production that is leaving less to export to America and the extra is flooding the market.
I’m betting our impending energy Independence is what is causing so much “consternation” around the world. Note the reforms occurring in Saudi. Russia’s increasing activism. China’s backing down on NK. Once we are self reliant on energy, we are mostly self sufficient (or can be if we choose it.. ie.. steel) The rest of the world can go pound sand. We will be free.