Ted Cruz

In terms of the oil prices, we've seen a temporary spike. I don't think it will be extended. Over the long term, this will put downward pressure on oil prices. Having Iran led by a government that is not a terrorist organization... will result in greater global supply. The current geopolitical risk premium in oil is based on fears of supply disruption. If the US successfully forces a regime change in Iran without a protracted war, the risk premium will evaporate. Furthermore, a normalized, non-sanctioned Iran would add significant crude supply to the global market, driving prices down. SHORT oil via USO as the conflict nears a resolution and new Iranian supply threatens to flood the market. The conflict escalates, Iran successfully mines the Strait of Hormuz, or the regime change fails, leading to a protracted war and sustained supply disruptions.

Cruz argues the tariff threat should be used to open markets rather than keep tariffs high, and he expects a US-Canada deal to result in more American exports of beef, corn, soybeans, other goods, and American booze, supporting US farm commodity demand.

Cruz argues the tariff threat should be used to open markets rather than keep tariffs high, and he expects a US-Canada deal to result in more American exports of beef, corn, soybeans, other goods, and American booze, supporting US farm commodity demand.

Cruz says it is critical that America win the AI race and warns that Chinese money is funding opposition to US data center construction in order to cede AI leadership to China. He supports data center buildout with guardrails on water and power costs, making the data center/AI infrastructure theme a positive policy setup.

Cruz argues the tariff threat should be used to open markets rather than keep tariffs high, and he expects a US-Canada deal to result in more American exports of beef, corn, soybeans, other goods, and American booze, supporting US farm commodity demand.

Iran is about to run out of oil storage capacity, forcing well shut-ins that will permanently reduce production by 500,000 to 800,000 barrels per day, creating a significant supply disruption that supports higher oil prices.