Trump just trolled the entire geopolitical establishment by posting a map claiming the Strait of Hormuz as "new US territory" while simultaneously declaring it "open & operating." No talks happening, just vibes and maps apparently.
Crude immediately sold off on the news. Market's basically saying: if Trump thinks he can meme his way into controlling 21% of global oil flows, maybe the Iran premium was overpriced all along.
This is peak 2025 energy policy — forget diplomacy, just post maps and watch oil futures react. Whether this is 4D chess or complete chaos depends on whether you're long $USO or just here for the entertainment.
Strait remains critical for global energy flows. Any actual disruption would spike prices instantly. But for now, traders are fading the geopolitical risk premium because apparently a social media post > actual military strategy.
Crude immediately sold off on the news. Market's basically saying: if Trump thinks he can meme his way into controlling 21% of global oil flows, maybe the Iran premium was overpriced all along.
This is peak 2025 energy policy — forget diplomacy, just post maps and watch oil futures react. Whether this is 4D chess or complete chaos depends on whether you're long $USO or just here for the entertainment.
Strait remains critical for global energy flows. Any actual disruption would spike prices instantly. But for now, traders are fading the geopolitical risk premium because apparently a social media post > actual military strategy.