If they want to meet their production goals in this boom, that means putting a lot of workover and production rigs over a lot of completed holes in the Gulf of Mexico. It means pulling fracs all over Wyoming and Oklahoma and Alberta and Alaska. Oil has already been on the up, and a lot of Mississippi and Louisiana is back to work on rigs that are already committed to whatever they were committed to in various parts of the world...And when you consider that onshore and especially offshore oil rigs are a skills/materials/capital-intensive proposition...capacity and lead time.
Anyway, Shell BP Total et al already constitute over half of Europe's oil buying from the Russian Empire. Shell owns Sakhalin 2, this even after Lord Pootin dispossessed Shell of Sak1, gave it back, then took it again...So loosing the brains of the many JVs etc is going to hurt Russian oil production until they pull out of Ukraine.
https://www.aljazeera.com/economy/20...and-gas-sector