Honestly, the short term costs of destroying middle eastern oil production is heavily outweighed by the benefits of cutting of the supply of money to the arabic world for just about everyone involved, including the United States. Russia benefits, China has an angle, Iran benefits. Higher gas prices suck, but the USA is production independent at this point, and is now the worlds largest oil exporter, with Russia not far behind. If gas prices get too high stateside, export controls can effectively cap things at a certain point without upsetting the producers too much.
The biggest losers are London, UAE, Saudi Arabia, Israel, and a number of American vassals.
The Que Bono calculus here is strange, America's military prestige is taking a major hit, but this whole thing is hugely beneficial to it's industrial-mercantile interests. The oil industry gets a fat margin, the Military-Industrial complex gets a flood of new orders, the AI-Industrial complex gets new demand for spooling up new industrial capacity, and it's so much it's likely to offset the employment destruction that AI will set off.
Tactically, the Iran war is idiocy. Logistically, it's diverting important mercantile flows towards American, Russian, and Chinese producers.
From an American Oil baron's point of view, Iran's threat to cut off the Strait of Hormuz is a "don't throw me into that briar patch" moment. They have been having issues with profitability with oil at 50-60 for so long in the face of cost inflation.
