Domestic Politics Influence Potential Diesel Restrictions Amidst Farm vs. Oil Industry Debate

“Oh, no question. I don't think it'll be a full scale embargo. What we're looking at is restrictions on different kinds of products. The White House is scrambling now to find out what they can do on anything else anywhere down the line with diesel and gasoline, diesel being the primary focus. But you can see what's happened is that the oil men are against the farmers and they're really battling it out to see where they can get prices down as the leadership and the majority party struggles with being underwater in states like Kansas, Iowa, Alaska, Michigan, Ohio, states that they just can't afford to lose that have been hammered by the one, two, three punch of immigration policy tariffs and now the war. So this is where we are and they really need to find some ways to get prices down so they don't get shellacked at the polls.”

“That's exactly what it is, Emery. I mean, it is amazing to see the most senior Republican in the United States Senate, the guy third in line to the presidency, come out and say, hey, oil men, you're killing us, when they're from the same party dealing with the same issues. And as you had Clayton point out earlier in the day, what helps with the diesel ban around the South and the Gulf is not gonna help the farmers on the East Coast, states like Pennsylvania or even New Jersey that also have massive farming contingents. Maine, this is not where that heating oil, that diesel is gonna go. So that's really the core issue. And to see it fracture the Republican Party is just a massive pressure and pain point, which brings me back to Iran cannot control the Strait of Hormuz in any capacity if there are free and fair elections in the United States and not in Iran.”