U.S. shale producers are finally ramping up production, answering calls from former President Trump to pump more domestic oil. It took a Middle East war and crude prices climbing back above $100 a barrel to move companies that had been holding back output for years.

The shift marks a notable departure from the restraint that characterized much of the industry since the pandemic. Companies had focused on shareholder returns and debt reduction rather than aggressive growth, but the combination of geopolitical instability and strong pricing has changed calculations.

The production increase could help offset supply disruptions if the Middle East conflict widens. It also represents a win for Trump, who has repeatedly urged drillers to maximize American output and reduce dependence on foreign oil.

U.S. shale output is expected to rise in coming months as producers activate dormant wells and push harder on existing acreage.