What does the price of opium in Afghanistan have to do with global trade? On the surface not much. But dig deeper and discover the dynamics on how Iran gets cash to keep going, how the Taliban gets oil to keep functioning, and how China conspires against them while saying they support these evil empires.
While it's all fascinating, there is not trade here. Oil supply will soon move on from the short term narrative and start to fall in line with the demand from industrial supply - remember that most foundries and factories rely on oil and natural gas for power. Increased industrial demand will provide the base demand even as alternative fuels grow.