Tensions in the Middle East just escalated in a major way after Donald Trump signaled that the U.S. could begin the process of blockading the Strait of Hormuz, one of the most critical oil shipping routes in the world. This isn’t just a political headline. Roughly a fifth of global oil supply flows through this narrow passage. Any disruption here has immediate ripple effects across energy markets, global trade, and inflation expectations. The move comes amid growing friction with Iran, with U.S. officials indicating a willingness to take stronger action after ongoing disputes in the region. At the same time, Vice President JD Vance suggested the U.S. is stepping back from certain diplomatic paths, signaling a potential shift toward a more aggressive stance. Markets are watching closely. Historically, even the threat of disruption in the Strait of Hormuz has pushed oil prices higher and increased volatility across equities. Energy stocks, defense companies, and commodities could all be ...