Bob Pittman

Come on.

I would buy it.

That sounds delicious.

Oh, you're lucky I'm not a drug addict.

You're lucky I'm not an alcoholic.

You're lucky I'm not a killer.

Oh.

Joining us now is great friend of the show, Rory Johnson.

He's the founder of Commodity Context, a fantastic substack, which we'll have a link down in the description.

Thanks for joining us again, Rory.

We appreciate your time.

Thanks for having me this morning.

So you were reposted by the presidents of the United States, seemingly bragging about policy.

Maybe we can turn the tables here a little bit.

We'll see how it feels.

Repost this segment, the president announcing a full naval blockade of Iran.

Let's put this up here on the screen.

Effectively announcing that they will not allow any vessel to enter an Iranian port.

So CENTCOM clarifying this morning that any vessel that is headed for Iran is subject to, and I want to get this language correct, interception, diversion, and capture, literally any vessel, not just an Iranian vessel.

vessel so rory you're our resident oil analyst what does this mean for the global oil markets