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1 unrolled thread about shipping, each one readable on a single page.
Mar 18, 2026
Let's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official y...
Summary
The author argues that Trump's administration is using maritime insurance and naval control rather than military force to regulate the Strait of Hormuz, and that recent policy setbacks have complicated the administration's broader agenda to restore American maritime dominance through chokepoint control and shipping tariffs.
22 tweets
3 min read