Not to mention the crude is cheaper for those state owned refineries to buy it from their state owned producers.
They can undercut any US refinery whenever they want to. The Lukeoil refinery in Italy was, up until very recently, buying RU oil, refining in Italy and exporting to other EU states, if not the USA too.
And ... at times it can even be a good deal to send US lights to EU, refine it there and repurchase it for US markets as building new units in the US is more expensive, even with similar permitting times. At least it was, mostly because tons of the equipment comes from here, German & Turkish pipe, Italian and Spanish valves, or east Europe, Turkey or India and the price is better here, as we don't have to pay Trump's inflated import duties.
All of that has been squeezing US refinery margins for many many years. They were buying Mexican and Venezuelan heavies, way cheaper than Canadian, especially when including transport costs, to compensate some, but that production has been declining since 2014/5 or so. Looks like the squeeze is set to continue. Saudi Aramco owns 100% of the largest US refinery as well. It has been upgraded to handle more lighter products. I'll bet a lot of that light is coming from their fields.
Permitting new wells is not the problem either. That never went off track, backlogs have not changed much for years. Only 7% of onshore oil comes from US federal lands anyway. Onshore shale oil has been cheaper to produce than developing new offshore stuff, so relatively little has been done out there since 2012.
--Einstein gave the same test to students every year. When asked why he would do something like that, "Because the answers had changed."