
Valuetainment “Trump May Seize Hormuz” - Iran's Strait Of Hormuz SHOWDOWN Sends Oil Markets Into CHAOS
Mar 12, 2026
Anthony Scaramucci, former White House Communications Director and SkyBridge Capital founder, offers sharp analysis on oil market chaos and Middle East strategy. He discusses the market shock from talk of seizing the Strait of Hormuz. Short-term volatility, supply disruptions, Venezuela’s role, and the military and political risks of pressuring Iran are explored in focused, fast-moving segments.
AI Snips
Chapters
Transcript
Episode notes
Hormuz Comment Triggered Rapid Oil Volatility
- Oil spiked then fell because Trump floated seizing the Strait of Hormuz, creating immediate geopolitical uncertainty that moved markets.
- Anthony Scaramucci notes the strait handles ~20% of world oil and supply takes 3–6 weeks to restore, driving volatility.
Expect Prices To Revert After Geopolitical Fears Ease
- Expect oil to trend back lower once geopolitical uncertainty settles rather than stay at peak levels.
- Anthony Scaramucci predicts prices will revert toward early-year levels after the situation stabilizes.
Western Supply Cushion Limits Long Term Shock
- Current US and North Sea supply softened the shock because producers in Texas, North Dakota and the North Sea kept pumping.
- Tom highlights a pre-crisis WTI/Brent range around $62–74 that provided buffer above extraction costs.

