It's the middle of the night there more bombs falling is my guess

AlaskanAg99 said:

---

MemphisAg1 said:

---

AlaskanAg99 said:

---

jja79 said:

---

Phoenix area Circle K today. Trump won in 2024 but it's going to be a hard sell this fall. I'm hearing more of my circle sounding unhappy with the Republicans.

---

This has more to with CA democrats screwing the pooch so hard. They can blame Trump but their energy prices will be screwed up for a very long time.

---

Agree. Those prices are a big yawn for me. I've been in Cali several times the last few years and their gas prices are about $2/gal higher than TX. Looks about right to me with gas here in the $3.50 range.

That $2 difference has nothing to do with Iran or Trump and everything to do with Dems insane climate policies. In fact, that $2 spread more likely becomes $3 or $4 with refineries recently shutting down because the Dems drove them out of the state. Lol, Newsome begged them not to go at the last minute when he realized the consequences, but they said "later, see ya!"

---

There are 7 refineries left. Chevron and Marathon own 2 ea. They have both publicly sent statements to Newsime about their concern over CARB increasing the stringent rules and haven't ruled out closing their remaining refineries.

This pushes production to SE Asia, which is under pressure for deliveries from the ME. Its an absolute cluster.

---

Yep, right now this ME conflict raises the cost of production for SE Asia, which raises gas prices for Californians.

On one hand, I feel bad for any conservatives in CA who bear the consequence of this. On the other hand, it's poetic justice for CA's loony environmental agenda.

Similar in some ways to what the EU is experiencing, for the same reasons.

If you're in oil/gas and chemicals in the US, it's actually an uplift. Markets prices for finished products are moving up, while raw materials costs are relatively lower compared to market costs in SE Asia and the EU.

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

That is Trump's way of forcing the rest of the world to play an active role in opening the strait.

jja79 said:

---

We were paying in the $2.50 - $2.75 range late February. Whether it's California or Iran it's not going to play well with voters and it's definitely a topic of conversation here.

---

Well voting for the communist party isn't going to result in lower fuel prices. Democrats want gas high and everybody driving electric golf carts.

Diesel $5.29 at Quick Trip. Global recession likely coming if this mess goes on for an extended period.

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

To be honest I think he may have ****ed this one up well beyond the point of an easy fix.

docb said:

---

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

To be honest I think he may have ****ed this one up well beyond the point of an easy fix.

---

Maybe... maybe not. Not saying this would be my reason for militarily attacking Iran's capability to harm other countries including the US -- which I think is valid -- but if you're Trump and want to advantage American manufacturing long term, he might have just stumbled on the greatest tariff of them all.

If you permanently raise the cost of energy and basic materials in Asia and Europe due to their disadvantaged energy situation -- while carving out a distinct American advantage because of our abundant access to those inputs -- you fundamentally cut the Asians and Europeans off at the knees from an economic standpoint. The result is more American onshoring of manufacturing, more jobs, better wages... which results in... MAGA!

There's obviously some short-term inflationary pain that would be very painful in the midterms to your congressional allies, but if you're looking longer term than that, you might be ok with it if you're Trump.

Hypothetically, and politically-speaking, of course.

MemphisAg1 said:

---

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

That is Trump's way of forcing the rest of the world to play an active role in opening the strait.

---

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

Why would he end it if he's sending more and more troops over there and they still have the uranium and the people aren't free?

He's not running again. The dems are more than certain to win in November. Like many have said, he has nothing to lose by continuing full speed ahead.

I do admire the optimism

docb said:

---

I do admire the optimism

---

Lol, I'm half-joking and half-serious.

The not-joking half is because war is a serious matter with lives on the line.

Half-serious, because it is interesting how this is playing out and what the strategic economic implications could mean.

MemphisAg1 said:

---

docb said:

---

I do admire the optimism

---

Lol, I'm half-joking and half-serious.

The not-joking half is because war is a serious matter with lives on the line.

Half-serious, because it is interesting how this is playing out and what the strategic economic implications could mean.

---

It's hard not to think taking 20% of the oil being used by the world will not have major consequences. Especially since Iran can likely fire a missile from the bed of a truck and hit a big oil tanker. Meaning it probably will not be that hard for Iran to make a mess of that area.

BigRobSA said:

---

MemphisAg1 said:

---

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

That is Trump's way of forcing the rest of the world to play an active role in opening the strait.

---

---

We don't need the oil. But Europe sure does.

Unless they want to burn their kitchen tables this winter in their fireplaces

I don't live in California nor do I vote for democrats. Just pointing out gains made here in Arizona with the tremendous effort Charlie Kirk registering voters is in danger. We desperately need to elect Andy Biggs governor and this isn't helping.

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

according to WSJ....sources

Kenneth_2003 said:

---

BigRobSA said:

---

MemphisAg1 said:

---

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

That is Trump's way of forcing the rest of the world to play an active role in opening the strait.

---

---

We don't need the oil. But Europe sure does.

Unless they want to burn their kitchen tables this winter in their fireplaces

---

F the EU

docb said:

---

MemphisAg1 said:

---

docb said:

---

I do admire the optimism

---

Lol, I'm half-joking and half-serious.

The not-joking half is because war is a serious matter with lives on the line.

Half-serious, because it is interesting how this is playing out and what the strategic economic implications could mean.

---

It's hard not to think taking 20% of the oil being used by the world will not have major consequences. Especially since Iran can likely fire a missile from the bed of a truck and hit a big oil tanker.

---

It'll have consequences. Just need to understand as time passes what that means.

As far as the missile from a truck bed -- if that's really true -- then there's much more at risk with everything in life than oil from the Persian Gulf.

For a variety of reasons, I don't think it's nearly that simplistic or dramatic.

But that's the optimist in me speaking.

docb said:

---

Diesel $5.29 at Quick Trip. Global recession likely coming if this mess goes on for an extended period.

---

Do you think the Fed is going to cut rates,

Do you think it will matter ?

Quarter point will not matter if Diesel is over $6 and Natural Gas goes up 20%+

Pacifico said:

---

docb said:

---

Diesel $5.29 at Quick Trip. Global recession likely coming if this mess goes on for an extended period.

---

Do you think the Fed is going to cut rates,

---

I have no idea what they will do

docb said:

---

Pacifico said:

---

docb said:

---

Diesel $5.29 at Quick Trip. Global recession likely coming if this mess goes on for an extended period.

---

Do you think the Fed is going to cut rates,

---

I have no idea what they will do

---

I don't think they do either. Have to wait and see...

Sq 17 said:

---

Do you think it will matter ?

Quarter point will not matter if Diesel is over $6 and Natural Gas goes up 20%+

---

The only way to kill inflation is higher interest rates.

That Singapore jet fuel chart has just kept going up pic.twitter.com/GB026NioHx

— Joe Weisenthal (@TheStalwart) March 31, 2026

Coming to America in a month or so (jet fuel in $/bbl). Crude is going much higher. Refined products leading crude oil upward. Singapore Jet in the biggest supply shock in history.

docb said:

---

Pacifico said:

---

docb said:

---

Diesel $5.29 at Quick Trip. Global recession likely coming if this mess goes on for an extended period.

---

Do you think the Fed is going to cut rates,

---

I have no idea what they will do

---

Market doesn't expect a rate cut until MAYBE late 2027 at this point.

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

Kenneth_2003 said:

---

BigRobSA said:

---

MemphisAg1 said:

---

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

That is Trump's way of forcing the rest of the world to play an active role in opening the strait.

---

---

We don't need the oil. But Europe sure does.

Unless they want to burn their kitchen tables this winter in their fireplaces

---

No nation is on an island totally protected from what happens to others. If the price of oil for countries that we trade with skyrockets I don't see how we are unaffected.

Saw my first President Trump sticker on a fuel pump today in of all places, Montana.

Jumped to $3.899 the other day, by me, in NE San AntMexico.

Rocky Rider said:

---

Kenneth_2003 said:

---

BigRobSA said:

---

MemphisAg1 said:

---

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

That is Trump's way of forcing the rest of the world to play an active role in opening the strait.

---

---

We don't need the oil. But Europe sure does.

Unless they want to burn their kitchen tables this winter in their fireplaces

---

No nation is on an island totally protected from what happens to others. If the price of oil for countries that we trade with skyrockets I don't see how we are unaffected.

---

I see the global price spread is closing back up from a week or so ago when different geographic areas were seeing $20-$30 per bbl differences.

Dan Scott said:

---

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

— The Spectator Index (@spectatorindex) March 31, 2026

---

Just in time for Taco Tuesday.

quite clearly, there is no plan, this speech was hollow on addressing real challenges with the Strait, leaving it to others, and there is no reason to expect the Strait will reopen anytime soon. no plan- no concern- this will likely start to push oil prices back up.

— Patrick De Haan (@GasBuddyGuy) April 2, 2026

Dan Scott said:

---

quite clearly, there is no plan, this speech was hollow on addressing real challenges with the Strait, leaving it to others, and there is no reason to expect the Strait will reopen anytime soon. no plan- no concern- this will likely start to push oil prices back up.

— Patrick De Haan (@GasBuddyGuy) April 2, 2026

---

Welcome to the Venezuela policy. Rip TPS recipients of working status, support the same Chavista regime you "deposed", leave chaos for the Straits of Hormuz…..

Thank God Marco Rubio is at least I charge of Cuba/Venezuela. Adult in the room.

This could be a disaster for Trump

In simplest terms, Trump commentary was much more hawkish than where consensus moved in the past 2 days. If bombing going another 2-3 weeks, any sort of normalcy is months away…and the oil market tightens every single day. 2027/2028 oil is too cheap. As are energy stocks #EFT.

— Dan Pickering (@pickeringenergy) April 2, 2026

BillYeoman said:

---

Dan Scott said:

---

quite clearly, there is no plan, this speech was hollow on addressing real challenges with the Strait, leaving it to others, and there is no reason to expect the Strait will reopen anytime soon. no plan- no concern- this will likely start to push oil prices back up.

— Patrick De Haan (@GasBuddyGuy) April 2, 2026

---

Welcome to the Venezuela policy. Rip TPS recipients of working status, support the same Chavista regime you "deposed", leave chaos for the Straits of Hormuz…..

Thank God Marco Rubio is at least I charge of Cuba/Venezuela. Adult in the room.

This could be a disaster for Trump

---

You guys really have not been paying attention to how Trump gets people/countries to do things. He has been President for almost 6 years and you still dont get it. This is classic Trump. Make a threat (Like walling away from the straight) and get people (like the EU and others) to stand up for themselves.

Dan Scott said:

---

In simplest terms, Trump commentary was much more hawkish than where consensus moved in the past 2 days. If bombing going another 2-3 weeks, any sort of normalcy is months away…and the oil market tightens every single day. 2027/2028 oil is too cheap. As are energy stocks #EFT.

— Dan Pickering (@pickeringenergy) April 2, 2026

---

Oil prices could be higher longer than expected.
Current CPI/PCE estimates are appearing too low.
Market already pricing in likelihood of a rate increase later this year even with weaker jobs growth and tighter credit markets. Risks of stagflation are rising.