Polling data shows eroding public support for the war is directly tied to pain at the gas pump (~$4/gallon). The speaker states the primary issue for voters is affordability and making ends meet, which the war is exacerbating. High gasoline prices act as a tax on consumers, crimping their disposable income and ability to spend on other goods. This is the "second order impact" of higher oil prices mentioned elsewhere in the discussion. The sector should be AVOIDED as consumer discretionary spending faces strong headwinds. Affordability is the top electoral issue, and the Iran war is directly worsening it, creating a persistent pressure on household budgets. A rapid collapse in oil prices due to conflict resolution or a surge in non-Iranian supply would alleviate consumer pressure faster than expected.