TBH if US had it's shit together and sorted out refinery mismatch it can coast along as CONUS crude island with WTI prices of $40-60, but that's 7-10 year resolution. On paper if Trump sequenced refinery build out during Trump1, US can afford to toast gulf oil and be relatively insulated vs global prices... well not just insulated but have huge energy price advantage. There was lightcone where US could blow up global energy and be net benefactor, I guess thank god evil is stupid sometimes.

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yread 12 hours ago | parent | next [-]

US is set to double+ its LNG production before 2029 so at least that is covered

https://nitter.net/jackprandelli/status/2036210941373591828#...

EDIT: btw does your username mean you have a big ass?

	▲	maxglute 7 hours ago \| parent \| next [-]
		US LNG already functionally unlimited already. Mismatch is getting heavy/sour crude for diesel etc for us gulf coast where domestic shale crude is light/sweet. Could build expensive refineries in south to fix mismatch, or as someone else noted, invade VZ and bring up to full utilization. yes suppose to be maximize gluteus as squat joke but maxglute for brevity.
	▲	tsoukase 8 hours ago \| parent \| prev [-]
		Not the parent but from a weight training perspective it would mean maximum glute muscle activation.

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vasco 17 hours ago | parent | prev [-]

He took the easy way and invaded Venezuela for that. Less prep needed, less scruples needed.

	▲	maxglute 15 hours ago \| parent [-]
		It's guaranteed access but I think still paying close to benchmark price (relative sludge tier VZ oil) because Trump likely can't/won't compel Chevron to sell at discount for getting VZ up and running. Ironically if oil still under VZ control, US could have probably pressed PDVSA to sell at discount more than Chevron.