Trump is seething over Iran's exploitation of one of his biggest political vulnerabilities as soaring oil prices threaten to undermine his ability to declare victory in the war and devastate his economic messaging ahead of midterms.
While the president attempts to put on a happy face over the military successes in Operation Epic Fury, Iran's deliberate disruption of energy markets has become an acute political headache. The regime is weaponizing oil prices—Trump's most visible economic liability—as a strategic response to the military campaign.
According to Axios, Trump administration officials warn that the conflict could extend indefinitely if Iran successfully throttles the Strait of Hormuz and drives prices beyond Trump's tolerance threshold. "The Iranians f------ around with the Strait makes him more dug in," a senior administration official told Axios, describing a vicious cycle where energy market manipulation only hardens Trump's commitment to prolonging the conflict.
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Oil has already become Trump's obsession, consuming as much of his attention as battlefield intelligence. A Trump adviser acknowledged the internal tension: "The president sees the briefings. He sees the numbers. And he feels good about his decision, militarily. Oil is another matter. No one is panicking, but it's a concern. He's pulling out the stops. There's plenty of oil. It's just getting it on the market that's the thing."
Trump's preferred price point is $50 per barrel. The oil industry targets around $60. Despite Trump's intervention, crude topped $100 Wednesday night after spiking as high as $120 earlier in the week.
Iran has threatened to push prices to $200 per barrel—a move that would translate to approximately $5 per gallon at U.S. pumps, according to analysts.
Domestically, the war is deeply unpopular. Trump's personal approval ratings are at historic lows, and gas prices—once his signature economic achievement—have become his most visible political liability heading into critical midterm elections.
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