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🇮🇷🇺🇸🇨🇳 The Strait of Hormuz closure looks like a global crisis, but the U.S. isn't really the one getting crushed. Prices go up, sure. But the U.S. only uses 20% of global oil and it's a net exporter. So U.S. oil companies are making serious money instead. We're talking up to $63B in extra revenue if prices stay high. ExxonMobil, Chevron, Devon, ConocoPhillips are all eating. Defense stocks popped instantly. Lockheed, Northrop, RTX jumped 4-6% in a day. That's $25-30B added just like that. U.S. oil firms raised $3.5B this month alone. Biggest fundraising in 6+ years. Meanwhile China imports 70% of its oil. Every price spike hits them way harder. So why would Trump rush to fix something when others are feeling it more? Now he's asking countries to help reopen Hormuz, but they need it way more than the U.S. does anyway. That's the leverage. Source: William Spaniel YT, Bloomberg, Seeking Alpha, European Business Magazine