I can't speak as to whether the metaphor was intentional or not, but oil is the closest analog we have to the spice at the moment. Oil is the commodity that makes our world move.
As much as I love the new movies, and I do as they are awesome, I regret that they dropped most of the political/economic subtext in the book as a lot of that would be very pertinent right now. But the religious aspect of the book was always the main engine, so I get it
If I had to say which character the USA is in our current excursion, I would say that we are the Padishah Emperor. We stand on pomp and circumstance, we believe that our military might is superior to all and that our workings and machinations will be enough to win out in a foreign land with not much more than a shock and awe attack.
Bibi is the bloated Baron who tries to use the Emperor's strength to his own gain.
While I don't think we necessarily have a Paul Maud'dib on the board the Iranians are clearly the Fremen.
On a side note, AI's ascension was foretold by Frank Herbert and it is not a pleasant thing.