The US could theoretically implement export restrictions on finished products and crude oil via executive order to protect domestic prices during a shortage, consistent with Trump's America First policies, but such policies would generate massive international backlash and further dislocate global markets.

forecastpending

Speaker

Michael Every

Evidence Quote

I think it would be politically and even geopolitically...bang in line with the overall Trumpian direction. Were it not for the fact that of course the US while it's a net energy exporter is still a net importer of certain kinds of fuel [57:12]

Source

MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private CreditMacro Voices
Created: 8/12/2026, 5:52:35 PM

My Notes

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