6 months seems pretty optimistic. Given the hits that energy infrastructure has taken I'd be shocked if that were the case. I only see this going one if three general ways.

1. The US escalate, full land invasion, it costs us a couple trillion but oil prices come back down.
2. Status quo stalemate of Iran getting bombed, and Iran keeping up enough pressure to keep the US and it's allies from receiving oil, oil stays high for a long period of time, still costs us a trillion in rearmament costs.
3. Trump walks back almost all of his demands and is forced to be a security guarantor that Israel won't bomb them again.

All are bad. The scariest thing in all of this is having just spent so much of our ammunition there leaves Taiwan open to an invasion by China. Oil prices stay high, the West loses it's semiconductor manufacturer, and the US loses it's place as the dominant player in the world.

I'm really hoping I'm wrong, I'm far from immune from that, only a few people truly know what's going on behind closed doors here, but from where I'm sitting this looks like the biggest blunder in US foreign policy possibly in the countries history. I know, I know, I have TDS, but I just don't see another outcome. I would be happy to be pointed to a way in which this clears up better though.