When I think Cui Bono with regards to the Iranian War, the first group I think of are: US Frackers/LNG producers

[ProfessorGAC]

7. You Missed What I Said

I said the exploration companies would benefit.
Those who buy, transport, refine, and market petroleum products get the margin squeeze, as they are already sitting on inventory on futures contracts at lower prices.
So, the oil they need Monday is more expensive, but the inventory of refined goods on hand (typically 5 or 6 days of sake) will sell at a lower cost.
The price of the new crude creates short-term negative cash flow.
As crude spikes with uncertainty but falls to equilibrium slowly, the delta never compensates.
Yes, once the refined press goes up and manufacturing overhead remains constant they make more at equal volume. But, at the dollar volumes at which they operate, a few days of negative cash flow I'd a big deal.
As to foreign producers, since the US & Canada upped production over the last 5 years or so, Saudi Arabia doesn't have the kind of market clout they once had.
So, I can't accept some grand conspiracy when they is ample evidence the administration is incompetent & incapable of strategic thinking.