Sorry I meant to get back to this and forgot. My take:
The Keystone phase 4 was only 8% completed. It was years away from being ready to transport crude. Phases 1-3 have been online for many years.
Biden tried to halt new permitting on federal lands until an environment and economic study was done. This might be a feather in the cap of your argument except for the fact that it was overturned in court AND the BLM study has already been published now. It's main takeaway is that we don't charge enough for BLM leases. Which is true. https://www.doi.gov/pressreleases/interior-department-report-finds-significant-shortcomings-oil-and-gas-leasing-programs
Biden reversed Trump's executive order to open up ANWR. Well folks I have news for you. ANWR is just political theatre. It makes for great conversation on Fox News and CNN but companies don't want to be there. It's a very expensive place to drill. There is no takeaway capacity to get oil to the markets. ANWR is a long ways away from being an economic resource of crude oil for the US. Thus the last I checked no major oil company acquired any of the issued leases.
Financing has been more difficult in the oil patch. This is not a Biden or Trump thing as it has been a problem for years now. It's driven primarily by two forces. The economics of new production (not an issue at all today) and the focus on ESG by both lenders and commercial entities. I am not sure if you have noticed but major companies like Google, Amazon, Microsoft and on and on and on have created mandates to source X percent green energy by Y date. Lenders have also created mandates to how much of their total portfolio will go towards dirty vs clean projects. Thus why you see a new utility scale solar project generating a 6% return having an easier time with financing than a new shale project generating 30+% returns. It is was it is but for the sake of this conversation, it's nothing new.
Lastly, you mentioned that we were near energy independence and now we are not. I don't really even know where this comes from. Absolutely nothing has meaningfully changed in the previous year as to US imports and exports of crude. Conversely, you may have even see articles mentioning that the Biden administration issued 34% more leases than Trump did his first year. Totally meaningless. The price of crude drives this not whichever President is in office. Mark my words in two years we will be less dependent on imports. This will be because of increased drilling at high prices and demand destruction. Biden will take a victory lap and talk about how his administration cut our foreign dependence on oil. It will be total theater just like everything that Trump did on energy. After all. we are first and foremost a free market society.
As to your friends. I have been in the energy patch for 25 years. I promise you there are not many Democrats.
This concludes my Ted Talk. Shoot all the holes in it you want just do it with a smile because life is too short. Even shorter if we get nuked!