THREAD:

Let's unpack this..

What if the White House has no intention of reopening the Strait of Hormuz?

What if this war is really about ships & tariffs?

I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s… https://t.co/DCP0uw7C4E

— John Ʌ Konrad V (@johnkonrad) March 18, 2026

People still think of the Strait as a vital lifeline for the United States, but as the world’s biggest producer — now outproducing Saudi Arabia and Russia combined — we don’t need the oil. (Plus more from Venezuela is coming online daily). As a net exporter, we benefit from less competition.