Fox Business discusses the Strait of Hormuz, U.S. strikes in southern Iran, and the possibility of a negotiated deal with Iran. Guest Jim Hanson argues the U.S. can wait longer than Iran, that sanctions and halted oil revenue are squeezing Tehran, and that Washington may force the Strait open if necessary. He also suggests limited humanitarian aid could be used to avoid a total regime collapse while talks continue.
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This short Fox Business segment centers on the Strait of Hormuz, U.S. military pressure on Iran, and the likelihood of a deal that keeps oil flowing. The guest, U.S. Army Special Forces veteran and Middle East expert Jim Hanson, frames the situation as a pressure contest: the U.S. can wait longer than Iran, while the Iranian regime is running out of money, unable to pay its proxies, and dependent on a small set of remaining tools to threaten shipping. In his view, that leverage forces Tehran toward a deal. Hanson’s core tactical claim is that the blockade or pressure campaign has already reduced Iranian revenues to zero and that this financial squeeze is the key driver of negotiations. …
Tactically, the setup is headline-driven and oil-sensitive: any sign the Strait is reopening could hit crude fast, while renewed disruption keeps the market bid. The immediate risk is that military escalation or failed talks extend the shock rather than resolve it.
Over the next few weeks to months, the segment’s base case is that U.S. pressure forces a deal and normalizes shipping, which would ease energy prices. That view depends on Iran staying financially constrained and Washington maintaining leverage rather than offering meaningful relief too early.
The structural message is that maritime chokepoints still matter enormously in global energy and that the U.S. can use force-backed access control as leverage. More broadly, the piece reinforces a regime where Gulf security and oil pricing remain tightly linked to military and diplomatic power.
The U.S. is in a stronger waiting position than Iran in the standoff.
Hanson says the U.S. can wait longer than Iran and that the longer the standoff lasts, the more it hurts Tehran.
Iran is under severe financial pressure because it has lost oil revenue and cannot fund its proxies or government.
The guest says Iranian revenues went to zero and the regime has no money to pay its bad guys or run the government.
If the Strait of Hormuz reopens, energy prices could fall very quickly.
Hassett and Jackie argue that abundant oil in the Gulf and spare capacity in Saudi Arabia and the UAE would push prices lower fast.
Where do the negotiations stand following the defensive strikes, and is the administration making progress behind closed doors?
Hanson argues that progress is a flexible term, but the US can wait longer than Iran can. The longer the situation goes on causes President Trump political damage, but the Iranians are behind the 8-ball due to the blockade — they have no money to pay their forces or run their government. They need to make a deal.
Will President Trump bail out Iran's regime given reports of a preliminary deal?
Hanson argues that a way to square the circle is to do humanitarian aid for the suffering Iranian people, which would help them while keeping the regime from collapsing completely as the deal is finished. He doesn't think it will be much.
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