That's strange. How do they make money off SE but not EE? EE has been the cash cow that kept Java alive after applets fell out of favor.
I now gather that it is a collection of helpful packages constituting a framework, but distributed separately from mainline Java core packages.
When targeting EE application servers, you don't need to worry at all where it is being executed.
As an application, container, bare metal, whatever.
Of course this only works ad long as no native methods or APIs for file or process management are used.
I have no insight into Oracles reasoning or finances, I can just see their actions. While I assume they make money off WebLogic licenses I can't image that revenue is growing in the double digit range per year. I assume that Oracle as a publicly traded company is forced to produce growth numbers. These days that's could. They probably some imagine to provide some sort of Java could, that would explain why they pushed so hard for Jigsaw. This doesn't really have make sense to you and me, just to Oracle execs.