So the energy supply problem seems to be that OPEC is producing less oil on purpose and US companies won't invest in production since OPEC can just

ramp up again and the overall plan for US energy is electrification within 15 years anyway.

So instead the reserves are being burned off at a staggering rate, but there's no way it can replace the shortage long enough for a solution.

We're going to have price spikes in everything right after US mid term elections, from the looks of it