Valuetainment
“Oil Up 35% In DAYS” - Hormuz Crisis Sends Crude Prices EXPLODING Toward $100
11 Mar 2026
Chapter 1: Why are oil prices surging so rapidly?
Straight up hormones. By the way, gas prices. Rob, if you want to go to oil prices, the one that Tom sent early this morning, here's what it's looking like, the latest. Five days, oil prices, crude oil prices are up 45%. One month, 60%. Where is it right now, Rob? If you can go look up prices right now, what are prices looking like right now?
Crude oil, if we can look up... West Texas Intermediate, 97.50, just under 100.
Okay, 97.50, 99.8 is where we are.
Chapter 2: What happened during the Iranian drone strike on the tanker?
And by the way, this is all caused because of Strait of Hormuz, and it leads to this story. Drone strike torches, oil tanker in Strait of Hormuz as Iran's blockade halts global shipping. And, you know, some are saying it could get higher, much higher. The numbers, let me read this to you.
A commercial oil tanker was set ablaze in the state of Hormuz after it was struck by an Iranian suicide drone. The country's Islamic Revolutionary Guard Corps said Saturday with a U.S.
Navy mission to safeguard ships through the region possibly still weeks away, the IRGC claimed the tanker, the Prima Salen, under a Maltese flag had ignored repeated warnings not to enter the strait, according to IRGC. Sanim Tasnim, a news agency, Iran's news media, the flow of oil through straight, one of the world's most vital energy. We already know the numbers. We've talked about that.
As a result, U.S. oil prices shot up $20 a barrel in a week. Now it's $30, $40 a barrel. Tom, what does this mean, and do you see it going any higher? If yes, how much higher?
Well, this is getting a little nervous on an international scale because this is taking time. And the longer time it takes, the longer the straits are closed, the more you're going to have supply issues. And supply issues drives price. And then fear drives price. Can we go ahead and talk about the island? Go for it, yes.
Yeah, so Kaharag Island, if I'm pronouncing this correctly, there's a picture of it right there, and you can see the satellite picture there. Zoom in a bit, Rob. The only thing that's on this island is a little square. You see right on the edges there, the island, you see those lateral ports. That's where giant tankers fuel, and then look what's on the island.
Tons and tons and tons of tanks, not military tanks, big round oil storage tanks. This island has got tremendous pipelines that go under the sea, and it is the island that refuels, get this, as Pat said at the beginning, 90% of the exports from Iran go on that island. If you were to hit this island and disable it, you will absolutely...
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Chapter 3: How does the Strait of Hormuz impact global oil exports?
disable Iran's export capabilities, number one, but number two, you're gonna cause world oil prices to go up. Now, some speculators in the US aren't upset by this, Pat. They look at it this way, in the oil industry, Vinny, if you and I were drilling oil in Permian Basin, West Texas Intermediate, now we're selling oil at $100. A couple weeks ago, we were selling it at $68.50.
So one half of the energy infrastructure is not terribly upset. These are the drillers and exporters of other regions. The people that are going to be upset is the European economy and then specifically China. The boots on the ground, there was speculation. There was an article that came out this morning that they said U.S. special forces rumored to be preparing to assault and take this island.
There it is. And here's three hours ago. U.S. weighs special forces taking Qaharg Island. This would mean that the U.S. would occupy and control 90% of Iran's exports. This is huge. This either brings them to their knees, Pat, and we can get some sort of a treaty. As I said, I don't think it's going to be an unconditional surrender. But this is huge.
The oil prices are up on demand and speculation and fear and uncertainty. And then you've got U.S. special forces thinking here. Just this headline, Pat, I think is good for $10 this morning because if you think about that, What happens if you have special forces occupy that island? It means, okay, you're not exporting anything. We're going to control your exports.
And by getting the Navy, this is the one area that we have a defense expert that we spoke to this morning. They have fast boats with specialized missiles that are on the back that defend this island because it's pretty close to Iran's coast. So it is well defended and it's up all the way up at the top of the Persian Gulf. So the price of oil and all this, this is getting a little hairy, Pat.
Yeah.
I don't think this is going to affect America that much, and I'll tell you why. We don't get our oil from this region. I don't think this is a region that we care all too much about from an American standpoint. Obviously, I think we're more in the Don Roe doctrine. I think Panama is a bigger deal. I think Greenland is a bigger deal. Look, there's always going to be flashpoints that come up.
Tom brings up a good point with China. I did some research on where China gets their oil, and you think, oh, China and Iran, they're in cahoots together. I don't think China cares that much about Iran, to be honest with you. And I'll tell you why. Do you know the number of barrels of oil that China gets from Iran? You think, oh, my God, Iran's selling all their oil to China.
But that's not where China is getting their oil from. They're actually number eight on the total list. I don't know if you knew that. So China gets most of their oil from Saudi. After Saudi, they get their most of their oil from Russia, then Iraq. then Angola of all places, then the UAE, then Malaysia, and then boom, boom, boom, down on the list is Iran.
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Chapter 4: What is the significance of Kaharag Island in oil trade?
But China doesn't worry about it. They're just going to get oil from somewhere else.
No, but you're Iran. We're playing a role play. I'm China. I'm upset. You closed this trade off from U.S. You're Iran. Open it up right now, buddy. What do you say?
I'm busy. Tell the U.S. to stop bombing me.
Well, you're going to be way busier.
You're going to be way busier if you don't want our help. Hey, hey, big brother. You're doing big trade with the U.S. I need them to knock it off. I need them to back out of this. And I'm not going to give them an unconditional surrender. I'm busy.
So you think that Iran's going to talk tough to China? No. That's not talking tough.
That's fact. Fact. As you probably noticed, I'm getting bombed on four sides and my Navy's been sunk. I really appreciate what you're saying here, but I need some help.
You want to help me? I get that you're busy, but if you want our help, you keep the Strait of Hormuz open because we get our oil from 90% from other countries in the region.
All you got to do to me, give me advanced planes. Give me advanced armaments.
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Chapter 5: How could U.S. military actions affect oil prices?
So this cancer needed to be ripped out one way or another. So yes, there's going to be some short-term pain, but in the end, there's going to be some long-term gain.
So listen, I mean, as you're going through this, and Tom, you briefly talked about the... the island, however you pronounce it, that island that does 90% of the exporting. Here's the part. I think the part that you didn't cover, Tom, that I think it's worth us putting a couple minutes into. When they say, you know, troops on the ground, here's what I want you to think about. Imagine if the U.S.
all of a sudden sends some Navy SEALs, SEAL Team 6, Delta Force, to go and take over that island. Okay, now that thing is protected. We're talking to one of our guys that used to work IED for many, many years, and he's in the back with us, and he's been at that property himself. And he says they're constantly monitoring the area. I said, is it easy to get on? He says, yes, of course.
Rob, if you can go to the island, if you go back to the picture of the island. So if all of a sudden they go in and they take that over, go through the scenarios. Number one scenario is what? U.S. and Israel attack this place. Why is that dumb? Because if you later on want to get business out of it, you got an issue there. Number two. If the Samson's option is what? What is Samson's option?
For who to destroy it? For Iran to destroy it.
To say, oh, really? Like when Saddam Hussein lit his own oil wells on fire. Exactly. I want to talk to Samson.
We'll do it ourselves. Don't worry about it. We'll take it down, right, if they take it down. So that's the part. All of a sudden, what if we take over? What if you get some special forces comes in and takes over? Listen, guys, we got this under control. We're here now. This is going to be a player here that you're talking about straight up Hormuz.
Everybody's getting smarter as we're learning about everything that's going on. But if there is a way that they can get control of this... Do not be surprised, 51% of you who watch this podcast, and I've helped us go from a regular show with 20, 30 viewers to now being a top 20 podcast worldwide on Spotify and on YouTube. It's a top 20, top 15, top 10 podcast.
It wouldn't happen without you, but it helps our algorithms if you subscribe as well. 51% of you watch this show weekly. You regularly tune in, 51% of you, but you haven't subscribed. I would like to take that 51% to 40%. With your help, I believe we can pull it off. And if we do that, more subscribers, higher quality guests, better conversations with you. Thank you for doing that.
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