Top Podcasts on Iran Conflict & Oil Prices

“In Donald Trump's hubristic ceasefire that he thinks he's achieved, he sent two U.S. Navy destroyers to go through the Strait of Hormuz...almost immediately, Iran's Revolutionary Guard Corps sent a drone to go threaten these ships...this all comes at a time when J.D. Vance is currently in Islamabad, Pakistan...they know that J.D. Vance is anti-war. The stakes are very high for J.D. Vance's political future.”

“When Iran shut down the Strait of Hormuz trapping 20 of the world oil oil prices went from to nearly a barrel And when oil prices go up energy companies make more money. Exxon and Chevron, the two biggest names in energy, were both up over to 30% in the first quarter, hitting all-time highs. Now, the big thing to watch going forward here is obviously what happens with Iran and the war.”

“So now we're staring down a double blockade of the Strait of Hormuz that won't make oil markets happy. A double blockade? Who could have seen this coming? Actually, it was telegraphed because the U.S. has used a similar approach against Venezuela earlier in the year. And this was, you know, definitely in the cards. A lot of energy experts were, as you said, pushing Trump in this direction, because essentially you can set up a blockade out of range from Tehran's weaponry.”

“What that demonstrates, though, is that gas prices for us here at home, at least in the interim, because remember, if he says two to three weeks, that is an effective more declaration of two to three weeks of effective closure in the Straits of Hormuz. Now, one of the reasons why we're not in a full-blown catastrophe scenario...there actually was a bit of a glut in the oil market. So there was a lot of floating storage.”

“Iran has made it clear we want long-term security guarantees, which means security guarantees for Iran, the Houthis, Hezbollah, and Lebanon, Iran's Shiite proxies in Iraq, guarantees that there will never be attacks again, that there will be full reparations for Iran for the war that took place, and that Iran will keep its ballistic missile Shahid drone as well as FPV drones and keep control of the Strait of Hormuz.”

“In response to the collapse of negotiations, President Trump announcing on Truth Social yesterday morning a U.S. military blockade on all ships attempting to enter or exit the strait. Quote, at some point, we will reach an all being allowed to go in, all being allowed to go out basis, but Iran has not allowed that to happen. This is world extortion, and leaders of countries, especially the United States of America, will never be extorted.”

“The vast majority of the revenue Iran takes in is from selling their oil... That ghost fleet will not be able to travel through the Strait of Hormuz... It means there's going to be no Iranian oil being sold, no money coming in... And now it also puts a lot of pressure on China because they rely on that oil from Iran.”

“The mere fact that Trump agreed to it has signaled to the rest of the world that Donald Trump is weak and pathetic in many ways. When Trump begged Pakistan before Trump's own self-imposed 8 p.m. Eastern time deadline on Tuesday. Please, can you get Iran to re-offer us the 10-point plan? We'll agree to it. We'll agree to it. I mean, the Trump regime literally drafted the social media posts for Prime Minister Sharif of Pakistan, right?”

“Iran said, It's impossible to negotiate with Donald Trump and his regime since they lie about everything. So we're just imposing our demands. They either meet our demands or they don't. And now they said, we'll get into technical talks about how to implement our demands, which include control over the Strait of Hormuz, full reparations, as well as long term security guarantees for Iran and its proxy groups throughout the Middle East.”

“Today, driving into work, $4.19 was on the sign at my regular gas station for a gallon of regular gas. And until the Strait of Hormuz is open with a free flow of tankers oil prices are likely to remain elevated... Iran is insisting on regulating the flow, and it's been charging up to $2 million to allow tankers through, and it's allowing some friendly tankers through. That's not something that the U.S. or other countries would be willing to accept.”

“"There are a whole bunch of countries stepping forward to open the Strait of Hormuz because Donald Trump said, we're not going to protect it anymore. We don't get any of our oil through there, so maybe you ought to step up and do something. And now certain countries like Japan are stepping forward and saying, okay, we're going to go ahead and take care of this."”

“The end result of this 38 days is the strait is now controlled by Iran. It wasn before. It now costs a toll potentially to get through. It didn before. The war was a mistake. I agree with all of that. I'm just stipulating that this is not necessarily the worst possible situation. I do think the Iranian control of the strait may just happen, frankly, that the war may end with something functioning like an Iranian tollbooth.”

“Iran has already got the United States to agree to its 10-point negotiation framework, where the U.S. has basically given up every single critical point in favor of Iran. I mean, Iran controls the Strait of Ramirez, keeps its ballistic missiles, enrich uranium, long-term security guarantees, full reparations, all sanctions get removed. So what Iran is doing is they want to put the dagger in right now, and they all want to be there for this historical event to force the surrender of the Trump regime and the mighty United States.”

“There are some indications now in the last few days that Iran has begun to levy tolls on ships that can pass. And moreover, that it is implementing a kind of tiered system of egress. So being able to leave the Strait of Hormuz, friendly countries that are friendly to Iran. So we have confirmations that Pakistan, but also the Philippines and China have been able to send tankers and ships through the Strait of Hormuz, can go through it without any problem.”

“Early yesterday, Iranian state media announcing the strait was closing once again due to those Israeli attacks in Lebanon. Press Secretary Caroline Levitt yesterday from the White House on that reporting. Well, with respect to the first reporting out of Iranian state media... We have seen an uptick of traffic in the strait today... these reports publicly are false. Reality on the ground, less cer”

“The closure of the Strait of Hormuz alongside attacks on key energy infrastructure in the region has resulted in the largest energy supply disruption in history. Almost 20 percent of oil and natural gas has been taken off the market, which means the world will have to dramatically lower its fuel consumption. Meanwhile, shortages of key inputs for global industry, helium, sulfur, plastics, aluminum, fertilizers, threaten to upend everything from chip production to farming.”

“And I asked Macquarie Group, what if the war ends, the military conflict winds down, but the Strait of Hormuz remains closed? And they said, yeah, that could still lead to this $200 a barrel oil situation, because even though the president has argued we don't need the Strait of Hormuz and the United States is completely immune, I mean, this is still a world oil market.”

“Iran firmly controls the Strait of Hormuz with an iron fist. And of course, Iranian leaders are saying that they're getting ready to tell the Houthis to basically shut down the Red Sea and give them the command there, shut down the Strait there, which would send oil prices up to, what, $175, $200 a barrel. But Iran's been targeting its Arab nation neighbors with American interests in it, countries that support the U.S., where the U.S. is launching military strikes against Iran from, like, Kuwait.”

“This is kind of the Navy's now alerted to these ghost ships that wherever you are, we're going to seize you or pull you over to the side. And if you don't do it, you don't do it. We're going to put a couple of hot ones, a couple of take the five inch fifty fours on the forward gun mount like they did the other day and put a couple through your the engine room in the back or steerage in the back.”

“The Strait of Hormuz, which was free and open despite many threats through 47 years of U.S.-Iran tensions, is now blocked by the new leadership... The net result of the war is that Iran now makes about twice as much on its daily oil sales compared to before the conflict. In addition, if it continues to charge a reported $2 million per passing ship, Tehran will make hundreds of millions of dollars in additional revenue every month.”

“Trump goes, remember when I gave Iran 10 days to make a deal or open up the Hormuz Strait? Time is running out. 48 hours before all hell will rain down on them. Glory be to God, Donald J. Trump. And again, saying glory be to God, essentially saying Allah Akbar, but saying glory be to God in a sense of Donald Trump and Hegsitt saying Jesus this, Jesus that, you know, it creates this broader religious crusade war.”

“However, it is very obvious that a lot of misinformation is flying about this. Here's Caroline Levitt cleaning up a bit around the Strait of Hormuz. Quick follow-up on your tolling. Why would the U.S. allow Iran to collect tolls from the Strait of Hormuz? That's not something that we've opposed for a number of years now. Again, that's not something we've said that we've definitively accepted.”

“We've never had a prolonged closure of the Strait of Hormuz. We've never had this length of disruption in terms of oil exports and, as you note, other petrochemicals and commodities that are key to the global economy. This is something that is completely unprecedented. And in effect, markets haven't fully priced in the potential impact at this point in time.”

“A second consequence that we've discussed is the irony of Donald Trump, ironic champion of solar and batteries everywhere, that this war could increase risk premia on seaborne fossil fuels in a way that encourages many countries around the world to say, I'm not sure I want to rely on the Strait of Hormuz the way that I have for the last few years or decades. I would much rather build a local energy source.”

“As Donald Trump says, we're going to hit electric grids and take all of Iranian oil, right? I mean, the language Donald Trump is using is that of the authoritarian dictator. I mean, it's heinous and despicable, but that that language is being used in the name of the United States right now. And you have Hegseth posting back to the Stone Age.”

“If the United States bombed the oil infrastructure in Iran, it would utterly cripple their economy... But if we have a government in Iran that is not run by Islamists... that government is going to need to rebuild... And the only way that they're going to be able to rebuild... is if they are able to sell the oil they have and have that revenue.”

“And I think that actually the strategic effects of this even exceed the economic benefits that Iran will get. Because what this war has shown is that Iran has the capability to shut down the Strait of Hormuz to only allow ships through when it says okay and to stop ships going through when it says not okay... this is a source of deterrence.”

“Just in the last 24 hours, a 30-year-old Iranian VLCC, very large crude container ship, named the Nashah, was in Bandar Abbas and is now steaming up into the Persian Gulf towards Karg Island inside territorial waters of Iran. This is a reflection of the Iranians not able to be able to offload their oil that they must continue to produce to keep their system running.”

“As I said in an earlier video, don't confuse Iran losing the war and having very few resources with its survival. Because you can survive for a limited time with almost nothing. And they losing 400 million reportedly a day I do think there porous areas are being resupplied not necessarily by air because we control the air spaces And until now not by sea I mean excuse me before now they were being supplied by sea, but they have a rail link to China, and they can be supplied across the Caspian Sea.”

“We just learned that Donald Trump is looking at resuming, quote, limited military strikes in the country of Iran after the negotiations with J.D. Vance, Pakistan, and Iran fell through in Islamabad. I have been saying on the Adam Mockler show for weeks now that the United States is losing this war and or that we have just lost this war due to the ceding of regional leverage to Iran.”

“The current situation is confused, and that's in part because the whole effort, the whole strategic objective of this war has been confused really from the beginning. Just to state from the moment where we are, you've mentioned these talks happened in Islamabad. It appears from reporting, Vice President Vance gave a brief statement afterwards, but there's some other reporting, that the Americans put on the table in these talks.”

“I think as this conflict draws out, we're now in week five, we reach a point at which the Chinese country as a whole is going to suffer the energy implications. We've talked at length about how China is, in some respect, insulated, buffered for three to four months because of its strategic reserves and the way in which it's diversified oil flows from other parts of the world like Russia.”

“As Saudi Arabia, the UAE and others see utter weakness in Donald Trump and his regime, they're trying to basically break Donald Trump's ceasefire because they're saying you basically surrendered to Iran and you've made Iran into a world power right now. And you've left all of our countries vulnerable. What the hell did we give you all these pay for play and quid pro quo schemes for? We invested in your crypto. We gave you all this money. We built Trump buildings. You were supposed to give us a security umbrella, Donald.”

“The reason for doing so is that we have already met and exceeded all military objectives and are very far along with the definitive agreement concerning long-term peace with Iran and peace in the Middle East. We received a 10-point proposal from Iran And believe it is a workable basis on which to negotiate Almost all the various points of past contention have been agreed to Between the United States and Iran But a two-week period will allow the agreement to be finalized and consummated.”

“But what has been interesting is how well the stock market has performed. So since the ceasefire was announced, the Dow has risen 6%. The S&P has risen 8%. The Nasdaq has risen 12%. And actually, it's not just US markets that are rallying. It's markets everywhere around the world. So again, since the ceasefire, since Trump announced that ceasefire, and we can debate whether it actually was a ceasefire.”

“Iran put on full display in front of the world how much economic damage it can cause by simply just, they never closed formally the Strait of Hormuz. They just said that it's only open to ships that coordinate with the Iranian state. Iran's most potent weapon for certain in this war was twofold... Iran continued to strike even when Pete Hegseth would say basically they're finished.”

“In one 2002 war game, the Red Team, deploying asymmetrical capabilities, including armed speedboats, decimated American naval forces in 10 minutes, effectively closing the strait. Why didn't the Trump administration anticipate this entirely predictable scenario? A. Despite a warning from the chairman of the Joint Chiefs of Staff, the president determined that the regime would capitulate before closing the strait, and that if it didn't, the U.S. military could reopen it. He was wrong.”

“The Strait of Hormuz may be included in the U.S.-Iran ceasefire, but in practice, it's barely functioning. No oil or gas tankers have passed through since the agreement, and only a handful of cargo ships have crossed. Even where passage might be possible, most shipping companies remain cautious and are avoiding the route right now.”

“"This is a guy who has the trigger for all the nukes saying he's going to wipe out a civilization... Each of these tweets would constitute a reason for a trial in any previous presidency... Iran reportedly made a list of its own demands... The parties then agreed to a two-week ceasefire."”

“Iran then stood up and said, agree to the negotiating framework or else there's not going to be a resolution. Stop with your excessive demands in trying to defraud this entire mediation process. And then there was a stalemate that was reached. It cannot be brokered in terms of any deal. And so it ended, you see J.D. Vance leaving Islamabad. You see him going up the stairs of the airplane and going on Air Force Two and leaving.”

“Iran was clearly prepared for this and they still control the Strait of Hormuz. So they're like, okay, well, you posted Donald Trump that you agreed to our framework. We've made it public and very clear what our negotiating framework is. But if ultimately you don't want to abide by the terms, That's fine. I mean, we control the Strait of Hormuz and we're not going to let any tankers through. And that's exactly what's happening right now.”

“"The problem with that strategy is that the Trump administration has all along been playing this game, thinking that if you just put enough pressure on Iran, enough military pressure, enough economic pressure, that Iran would eventually capitulate. The problem is they have not so far and they just keep holding on with feeling, at least from that perspective, that they can endure more pain than the president can."”

“Your naval blockade all of the Iranian ports and the tankers you our forces intercept any of these oil tankers that are headed in to take oil on or heading out. Anything headed toward Karg Island, which is where they fill all of these tankers, is not going to be allowed in or out, especially in. Now, this has already slashed exports from 1.5 to 2 million barrels per day, near zero since mid-April.”

“Iranians are now demanding crypto fees for ships passing through. That specifically is Bitcoin, and Bitcoin gets a big push on this. At 72K on a Bitcoin, you can kind of see the breakdown per ship... Ultimately, whoever controls the strait has won the war. That's true. And what no one really wants is a change to what we call rules-based order, that is, commerce flows freely through these international waterways.”

“The toll booth strategy is entirely unsustainable on its own terms. The bulk of Iran sanctioned crude oil falls close to China through the strait. Iran needs Beijing more than Beijing needs Iran in that sense, and Beijing put pressure on them. The international clientele for Saudi, Kuwaiti, Emirati, Qatari, condensate, and oil is not going to tolerate this strategy.”