I think he played ball with MBS, a suspected murder, to increase production, and started refilling the SPR.

I think he got “.gov/alphabet swamp” to “relax” red tape in oil leases and drilling where they could for US domestic production.

I think he’s discouraging EV’s and “clean” energy to keep confidence up on “dirty” energy so they don’t feel the market will abandon their cap ex projects.

I think he sacked Venezuela “head of state” “illegally” to get the new person to play ball and get their oil off the sanction status

I think he tried to make a “peaceful” deal after midnight hammer to get Iran oil off sanction status. I think the goal is for them to crumple and if not then at least agree to reforms to get their oil flowing off sanction and get China paying full price. I think Israel’s is resistance to Iran having an economy with the world is a large obstacle, and a 10 year pause on enrichment is not a long enough pause for them and 1/2 the US.

I think UAE is leaving opec because they don’t want to take production cuts on the other side of this and can see their market share is where the expectation is to cut production to make more room for the increased US, Iran, and Venezuela production in the next 3-5 years.