Do you wanna know why this wouldn't work? 1) A 20% tax of global seaborne oil is highly inflationary.

  https://x.com/VonburyResearch/status/2076694420070539430

Vonbury Research

@VonburyResearch

Do you wanna know why this wouldn't work? 1) A 20% tax of global seaborne oil is highly inflationary. • Directly raises the delivered cost of Gulf crude. • War-risk insurance and shipping rates spike further. • Costs get passed straight through to refiners, gas stations, and every downstream product. 2) Sustained higher energy prices are political poison heading into midterms. This would be a gift to Democrats. 3) It conflicts with his own goals. Higher inflation pressures the Fed to stay hawkish and delay rate cuts, exactly what Trump doesn’t want. 4) SPR buffer is finite. You can’t keep draining strategic reserves to paper over a self-inflicted price spike (already near multi-decade lows). 5) Enforcement is messy and risks escalation. Actually collecting the toll requires sustained naval pressure. Iran can respond asymmetrically, raising risk premiums and attacks on shipping further. #OOTT #Hormuz #Geopolitics

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Crypto Rover

@cryptorover

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19h

Trump: A $2 million toll through Hormuz is unacceptable. Also Trump: The US will guard the Strait and impose a 20% reimbursed rate. At $75 oil, a fully loaded VLCC carries roughly $150 million worth of crude. That means a 20% rate would cost around $30 million per tanker.

1:45 AM · Jul 14, 2026

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https://x.com/VonburyResearch/status/2076694420070539430

It sounds very much like Zionism is a tool of Western capitalism. Which would explain a lot.

 https://x.com/KerryBurgess/status/2076901813492613395

Kerry Burgess

@KerryBurgess

Good analysis. It sounds very much like Zionism is a tool of Western capitalism. Which would explain a lot.

3:29 PM · Jul 14, 2026

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https://x.com/KerryBurgess/status/2076901813492613395