Jordi Visser

Everyone thinks that he's going to pivot, end the war, claim victory.

I hope that happens, right?

Both as an investor, as an American, and frankly, as just a human, is if the missiles stop getting shot in both directions,

That means that there is more peace rather than conflict.

That means that the straight probably opens back up.

That means that oil prices aren't as high.

It means that inflation won't go as high.

And it means that the market probably can continue in its general up into the right direction.

I don't know if it's going to end anytime soon.

Right.

I think that's the question.

And it's like the longer it goes on in a weird way, Iran has more of a negative impact on the rest of the world, which means they're getting more and more leverage every day because they're basically forcing our hand and saying at some point, is the United States going to cry uncle and say, OK, we've had enough of this.

So let's talk for a second about...

what the United States could do to get oil and LNG down.

And the war is one thing.

The second thing, obviously, is we can drill more, which would probably require us to deregulate or maybe even make government investment into domestic drilling and production.

We can probably do some stuff with the Venezuelan oil that we have influence over.

There is a strategic reserve that is pretty depleted.

It does not seem like we have a lot to release there, but there are some allies that have a couple of weeks.

Frankly, it doesn't seem like there are six months worth of reserves, but definitely weeks.