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 Credit— Macro Voices
Created: 8/12/2026, 5:52:35 PM

My Notes

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