The 11th Hour with Stephanie Ruhle 'Very conflicting.' Trump sends mixed messages on state of Iran war
Mar 10, 2026
Jake Ward, tech journalist and author who explains the Anthropic–administration AI clash. Lt. Gen. Mark Hertling, retired commander offering military analysis and warnings about U.S. force risks. Peter Goodman, NYT economics correspondent on supply chains, fertilizer and food-price fallout. They discuss mixed presidential messaging on the Iran war, oil and market shocks, strategic risks, and global ripple effects.
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Strait Of Hormuz Still Disrupted
- The Strait of Hormuz remains effectively closed despite presidential claims it's open.
- Bloomberg data shows tanker traffic steeply down, tankers rerouting to East Asia and oil briefly surged past $100 a barrel, pushing U.S. gas to $3.47 a gallon.
Ships Decide When The Strait Is Safe
- Merchant mariners decide when the Strait is safe, not political declarations.
- Josh Einiger notes clusters of ships waiting in the Gulf of Oman and Persian Gulf and factories have already ramped down production due to halted shipments.
Oil Reserve Releases Are Short Term
- Releasing strategic reserves is a short-term fix that won't offset prolonged supply shocks.
- Ron Insana warns the U.S. SPR is ~58% full and 300–400 million barrel releases only temporarily blunt price spikes amid uncertain longer-term damage to infrastructure.
