Ukraine had damaged so many Russian refineries that Russia switched from exporting to importing.
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What about the refineries driven out of business by environmental extremism in the USA? This will kill more of them off.
The ‘Rats have promised refiners a path through the wilderness. Oil will be De Beers diamonds - little will sell, but at monopolistic prices. They have sworn (to refiners) that any time they gain power, the Green Energy Scam will advance.
Who would invest in refining capacity or pipelines under such conditions?
Trump will have to brick the camel, to make it drink.
Yes that is part of it, California shut down 4 in the last year.