Nobody with interest in politics thinks it's about drugs. It's a pretext and a way to gain legitimacy to exert force over foreign nation with some legitimacy that would otherwise clearly go against international law.
Most of the USA's refineries specialize in low grade oil. The best grade oil is often shipped out of the USA for refining. Shipping costs are so low on a grand scale that it's more profitable to ship the USA's high quality oil overseas than building new refineries in the USA just for that:
https://www.marketplace.org/story/2024/05/13/the-u-s-exports...