Strait of Hormuz

4 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 10, 2026 by Alex Epstein · said 17 times in 5 episodes since 2026 · across every show →

Mentions by year

brought up most by Alex Epstein (5), John Coogan (2)

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Everything said about Strait of Hormuz, oldest first

Mar 10, 2026
Assertion Supported
Epstein: Twenty percent of global oil production flows through Strait of Hormuz
“You know, straight of Hormuz, which Iran has control over, is 20% of the world's oil production is flowing through that every day.”
Alex Epstein Mar 10, 2026 ▶ 1:43 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
Mar 10, 2026 negative
Insight
Epstein: Mobile drone launchers present a harder defense challenge than fixed installations
“The drone thing is just a total game changer, because you can have a small vehicle, you can launch one of these, you know, shot heads out of the back of a truck, they can go really far, and that's a lot harder to deal with than a fixed installation.”
Alex Epstein Mar 10, 2026 ▶ 4:29 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
Mar 10, 2026 neutral
Insight
Epstein: Keeping Strait of Hormuz open is only truly effective oil fix
“So high level, open the Strait of Hormuz. That's the only thing that really works. Then you can talk about Saudi mid-East spare capacity, our emergency capacity, and IEA emergency capacity, and then below that you have Canada Jones Act and US production.”
Alex Epstein Mar 10, 2026 ▶ 24:44 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
Mar 10, 2026
Assertion Contradicted
Epstein: Alternate routes to Strait of Hormuz only handle 1-2M barrels daily
“There are certain pipelines you can pipe more oil through, there are alternate routes, but we're talking about the millions a day, maybe. Most of our other options are sort of in the one to two million barrels a day.”
Alex Epstein Mar 10, 2026 ▶ 2:46 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
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