RE:yellenA word of caution. Whenever the US makes a transformation shift, like opening Prudeu Bay, or permitting fracking the world quickly shifts to over supply. Fracking catapulted the US into a net oil exporter for the first time since the 1960's and lead to lower oil prices acriss the board. Pricing wasnt the biggest outcome; it was showing their independence from OPEC and others. And it currently allows for the Russia oil embargo with little pain to Americans.
The IRA will also do this, so invest accordingly, IMO.