Putting these two news stories together, it’s really outrageous and hilarious.

First, take a look at these two reports—it's basically a big drama titled “Nobody’s allowed to be the main character,” you know?
Let’s start with Trump. That’s really “harder with words than with a cannon, clumsier with hands than with feet.” On the one hand, he’s shouting about sealing Iranian ports and threatening a 50% tariff increase, thinking he can control the whole situation like dealing cards in a game. So what happened? Iran didn’t go head-on with him at all. It told its Yemen “little brother” to block the Strait of Mandeb, and on the Suez Canal side, they also seized control. You want to seal ports? Fine—then I’ll make global shipping reroute around Africa. Costs double, crude oil $CL prices skyrocket, and gold $XAU prices follow right behind. In the end, the inflation blast still lands on the United States itself. To put it plainly, the more he stirs things up, the more he gives oil prices a “boost.” This is purely a benefit package for the oil bulls—and it even leaves his face swollen from embarrassment.
Now let’s talk about the China side. It’s also really “fewer words, more force”—and they respond with precise, targeted retorts. When Trump uses “arms supplies” plus tariffs to intimidate people, China comes back with just one line: “There are no winners in a tariff war,” directly shutting down his playbook. We simply don’t take the bait or get caught up in internal turmoil—we just do what we need to do. If Trump wants to fight a tariff war, sure. In the end, everyone loses: you in the U.S. can’t withstand inflation, but oil prices are instead pushed higher by your actions. And in the end, the one who eats the亏 is still you. It may not sound like they’re saying harsh words, but every sentence hits the point—more effective than going toe-to-toe with a hard fight.
To put it plainly, with these two performing in sync—one acting, the other responding—the ones who end up unlucky are the ordinary people around the world, while the ones cashing in are all the oil. Oil prices will definitely keep rising. The more Trump messes around, the higher they go; and even if China doesn’t respond, they’ll still rise. This market trend is truly “destined for the bulls.”