The Rubin Report

Press Shocked by Trump's Brutal Threat If Iran Does This to the Oil

Mar 10, 2026
Tense discussion of a harsh Trump warning to Iran over oil flow through the Strait of Hormuz. Debate over wartime strategy, leadership changes in Iran, and claims the military phase is nearly complete. Domestic chaos as DHS funding fights leave TSA workers unpaid and airports delayed. Coverage of a foiled NYC IED plot and media missteps around its reporting.
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INSIGHT

Trump's Stark Warning Over The Strait Of Hormuz

  • Donald Trump warned Iran that closing the Strait of Hormuz would be met with far harsher retaliation and potential destruction of rebuildable targets.
  • He framed the threat as protecting global oil flow and pressuring China and other heavy Hormuz users to appreciate US action.
INSIGHT

Oil Volatility Eased After Presidential Messaging

  • Markets briefly spiked after initial strikes but oil prices fell quickly after the president's statements, moving from highs near $115–$120 down to roughly $85–$90.
  • Rubin uses the price swings to argue the administration stabilized energy markets within days.
ADVICE

Plan For A Quick Military Phase Then Political Transition

  • Expect a rapid initial kinetic phase focused on degrading Iran's air, missile, nuclear, and command infrastructure to create a follow-on political transition.
  • Prepare for a transition to governance questions once military objectives have degraded leadership and infrastructure.
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