Trump is lamenting the lack of help in reopening Hormuz:Without the U.S.A., NATO IS A PAPER TIGER! They didn’t want to join the fight to stop a Nuclear Powered Iran. Now that fight is Militarily WON, with very little danger for them, they complain about the high oil prices they are forced to pay, but don’t want to help open the Strait of Hormuz, a simple military manoeuver that is the single reason for the high oil prices. So easy for them to do, with so little risk. COWARDS, and we will REMEMBER! President DONALD J. TRUMPThere is some generally good news here:1) The US appears to be willing to do it alone2) Trump sounds confident it can be done3) He sounds ready to declare victorySo despite all the unfriendly rhetoric here, this is a positive post for risk assets and should be negative for oil. That said, a US F35 (or two) were struck yesterday by Iran and they hit neighbours with ballistic missiles. The idea they’re defeated sounds premature but we will have to wait and see.May WTI crude is down 19-cents to $95.22 but well above the low of $92.47 from early in Asia.The S&P 500 is down 0.5%.I think there is some apprehension going into the weekend because Trump has tended to escalate on Friday nights once the market closes and he’s an unpredictable man. The downside here is that the possibility of trump saying “mission accomplished” is dwindling and the US is now committing itself to reopen Hormuz, for however long that takes. Organizing the military escorts of the tankers is also problematic and it’s hard to see how you don’t lose the Iranian barrels now, even if you regain the ones from other gulf states, so it still leaves the world short of oil.
This article was written by Adam Button at investinglive.com.
💡 DMK Insight
Trump’s comments on NATO and the situation in Hormuz highlight a critical geopolitical tension that could impact oil prices and, by extension, the broader markets. With rising oil prices often linked to geopolitical instability, traders need to keep a close eye on how this narrative evolves. If tensions escalate or if there’s a perceived threat to oil supply routes, we could see a spike in crude oil prices, which would ripple through related markets like energy stocks and currencies tied to oil exports. Moreover, the sentiment around NATO’s effectiveness could influence investor confidence in global stability, potentially leading to increased volatility in the forex markets. Traders should monitor the Brent crude oil futures closely, especially if prices approach key resistance levels. If oil breaks above recent highs, it could trigger a wave of speculative buying. On the flip side, if diplomatic efforts succeed and tensions ease, we might see a pullback in oil prices, presenting a shorting opportunity. Watch for any announcements from NATO or the U.S. regarding military involvement or sanctions, as these could serve as catalysts for market movements.
📮 Takeaway
Keep an eye on Brent crude oil prices; a breakout above recent highs could signal increased volatility and trading opportunities.





