This operation is to secure oil so that an attack on Iran doesn't destabilise oil supplies to the USA and Israel.
I feel like OPEC scales up/down production on a whim more than Iran produces.
Unless you mean the potential for a boycott like what happened back in the day. However the geopolitical situation has changed enough that i think that is exceptionally unlikely.
A boycott is one possibility, another is Iran closing the strait of hormuz, mines could take months to remove.
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That’s one hypothesis. Better: it’s to destabilise Cuba so Rubio can deliver to his base.
That thick crude requires refineries to crack it...