This is actually a pretty popular take. And it's not just oil. US is gaining dominance in LNG as well. Qatar is now buying US LNG exports. Europe, now cut off from both Russian and Iranian oil, is the most dependent on the US its been since reconstruction.

When Iran hit some of Exxon's oil facilities in Saudi Arabia, their stock actually shot up. Because they have an even greater investment in LNG in Texas which are now incredibly valuable