The Strait Of Hormuz Is Closed and Are We On The Brink Of Revolution?

Tom Bilyeu · · 2 hr 6 min

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.

Watch the episode 2 hr 6 min · YouTube

The gist

  1. A Hormuz blockade removes 20% of global oil; if Iran counters via the Red Sea, total energy loss reaches 32%, spiking prices within weeks.
  2. Bilyeu says Trump's escalatory approach alienates allies like Canada and Spain, pushing them toward China rather than compliance.

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