Trump's $32M Hormuz Toll, Houthis Break Truce & Oil Nears $90 | BDE 07.14.26

Slap a 20% toll on oil tankers, add drones that can sink a ship for less than the price of a pickup, and you get a Strait of Hormuz that keeps running out of off ramps. From there it spirals into why a 141 year old Ohio brick maker got hammered by its power bill, how data centers are quietly rewiring the grid and hollowing out small towns, and whether big oil earnings are about to spark another round of Washington theater.

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Click here to view the episode transcript.

00:00  Concerts and catching up

04:12  Iran and the 20% tanker toll

09:08  Drones and asymmetric warfare

11:31  Houthis, Saudis, and the spillover