The Iran war won’t be over anytime soon. Trump wants to stay in Iran longer than 2-3 weeks. U.S. intelligence just confirmed what the markets already knew: Hormuz isn’t opening anytime soon

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The White House reports the arms industry must quadruple production to prevent a total exhaust of interceptor systems, with war costs already exceeding $200 billion; this massive fiscal drain is pushing US national debt toward a breaking point while defense contractors face a “supply-side” bottleneck that caps their upside.

White House Seeks $1.5 Trillion for Military Spending; Highest in Modern History…

With the United States at war with Iran and embroiled in conflicts around the world, the White House asked Congress on Friday to approve about $1.5 trillion for defense in the 2027 fiscal year. If enacted, that amount would set military spending at its highest level in modern history.

The request, which arrived as part of President Trump’s new budget, would amount to a roughly 40 percent increase from what the United States spent on the Pentagon this fiscal year. The administration coupled the proposal with a call for $73 billion in cuts spread across many domestic agencies, including the elimination of key federal health, housing and education programs, some of which serve minority groups and the poor.

The ideas sum to a fiscal blueprint that could add trillions of dollars to the brimming federal debt, if Congress opts to translate the president’s full vision into law without other changes to the nation’s balance sheet. But such an outcome seemed highly unlikely, given that Republicans united with Democrats only months earlier to reject the president’s last proposal for dramatic spending cuts.

U.S. intelligence just confirmed what the markets already knew: Hormuz isn’t opening anytime soon…

Multiple intelligence reports warn that Iran will hold the Strait because it’s the only leverage keeping Tehran in the game.

Former CIA Director Bill Burns said Iran now sees Hormuz as “much more potent than even a nuclear weapon.”

The war designed to strip Iran of its power accidentally gave it the most consequential strategic weapon on earth: a hand on the valve of 20% of global oil supply.

Iran isn’t holding Hormuz out of desperation. It’s holding it because the math works.

High energy prices pressure Trump politically. Passage fees fund reconstruction.

And the threat of permanent disruption guarantees Tehran a seat at any negotiation table.

The shipping lane is only two miles wide. One drone can shut it down.

Seizing the coastline doesn’t solve the problem because Iran can launch from deep inside the country.

Even after the war ends, intelligence analysts warn Tehran will keep leveraging the Strait for security guarantees and economic recovery.

Source: Reuters