This graphic explains why Trump is under stress and why Iran believes it is winning the conflict.
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So far the Zionists hold the upper hand. They can and do defy Trump at every corner. The Lobby has the upper hand. He does not yet dare to take it down.
Existing oil inventories, commercial ones as well as state owned strategic reserves, were used as a buffer to paper over the lack of some 15% of crude oil in the global markets. Gas prices at the pump have risen, but only moderately.
From now on the situation can only, and will, get worse.
During June and July Prices will rise further. Distribution problems will lead to temporary closure of this or that gas station. Selected oil derived products will become rare.
By August western governments will start to introduce rationing measures. Smaller refineries will shut down. Political pressure will increase to a point where it can no longer be ignored. The voices of the (non-oil) industry, financial circles, and the public will become louder than the Lobby’s.
Only then will Trump be able to show Netanyahoo the finger. He will have to order Israel to stand down.
At some point Iran and the U.S. will come to an agreement. No one will trust that will hold. From there on it will still take many more months for sufficient oil supplies to come back to the market.