Claim 30% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:
“All of those countries that can’t get jet fuel because of the Strait of Hormuz, like the United Kingdom, which refused to get involved in the decapitation of Iran, I have a suggestion for you: Number 1, buy from the U.S., we have plenty, and Number 2, build up some delayed courage, go to the Strait, and just TAKE IT. You’ll have to start learning how to fight for yourself, the U.S.A. won’t be there to help you anymore, just like you weren’t there for us. Iran has been, essentially, decimated. The hard part is done. Go get your own oil! President DJT”
How Will Trump’s Statement Affect the Stock Market?
This latest post has the potential to affect the stock market. That’s because Trump’s post framing the U.S. as both a surplus fuel supplier and a disengaging security guarantor could boost sentiment for American oil majors like Chevron and Exxon Mobil, as well as refiners such as Marathon Petroleum and Valero, by implying stronger demand for U.S. exports. His suggestion that allies “go to the Strait and just TAKE IT” highlights geopolitical risk around Hormuz, which typically supports energy prices and can lift broad sector vehicles like XLE and VDE.
At the same time, the aggressive tone toward Iran and calls for more self‑reliant military postures may increase volatility and perceived risk premia in global energy markets, underpinning U.S. energy equities relative to international peers. The iShares MSCI United Kingdom ETF (EWU) could face pressure if investors worry that the U.K. is diplomatically isolated, exposed to supply disruptions, and less directly positioned to benefit from the U.S. export advantage Trump emphasizes.
Here are some of the stocks that might be affected:
Chevron ((CVX)),
Exxon Mobil Corp. ((XOM)),
Marathon Petroleum ((MPC)),
Valero Energy Corporation ((VLO)),
Energy Select Sector SPDR Fund ((XLE)),
Vanguard Energy ETF ((VDE)),
iShares MSCI United Kingdom ETF ((EWU)).