The Morning Meeting Tankers Burn and War Widens as Iran Menaces Oil Routes in Bid To Sow Chaos, Drive Up Prices
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Mar 12, 2026 Discussion centers on threats to tanker traffic in the Strait of Hormuz and how to reopen it. They debate whether fighting could become a prolonged quagmire or a short engagement. The conversation covers drone, submarine, and cyber risks to ships and homeland targets. Panelists weigh international options, regional actors’ roles, and the political messaging and credibility stakes for the U.S.
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Strait Of Hormuz Is The Conflict's Make Or Break
- Controlling the Strait of Hormuz is central to success because uninterrupted tanker passage determines economic and strategic outcomes.
- Mark and guests warn reopening is hard: drones, subs, shore fire and asymmetric attacks mean one hit deters all traffic.
Neutralize Drone Launch Sites Quickly
- Mitigate and eliminate the danger in the strait by isolating drone launch points and neutralizing them quickly.
- Larry suggests targeted strikes or small marine expedition forces staged on ships to remove launch capabilities without large occupations.
Reopening The Strait Could Demand Risky Boots On Shore
- Reopening the strait is politically and operationally fraught because doing so risks American lives and could require boots ashore.
- Melissa stresses escorting by naval ships is too dangerous now, creating a chokepoint affecting China, India, Japan and Europe.