The Strait Of Hormuz Is Closed and Are We On The Brink Of Revolution?
Tom Bilyeu analyzes the US blockade of the Strait of Hormuz, tracing how it could cut 32% of global oil supply and trigger cascading crises in food, fertilizer, and geopolitics.
The gist
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A Hormuz blockade removes 20% of global oil; if Iran counters via the Red Sea, total energy loss reaches 32%, spiking prices within weeks.
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Bilyeu says Trump's escalatory approach alienates allies like Canada and Spain, pushing them toward China rather than compliance.
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The US holds a structural energy advantage: domestic and Venezuelan oil means it profits whether it controls Iranian supply or sells to buyers fleeing Middle East chaos.
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Bilyeu argues voters should map cause-and-effect chains for each policy decision rather than reacting emotionally to avoid catastrophic outcomes.
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