The USA won’t be there to help you anymore, go get your own oil

President Donald J. Trump delivered a no-holds-barred message on Truth Social today that is already sending shockwaves through global energy markets and diplomatic circles. In a post targeting “allies” who sat on the sidelines during U.S. and Israeli operations against Iran, Trump declared that the era of America single-handedly guaranteeing

President Donald J. Trump delivered a no-holds-barred message on Truth Social today that is already sending shockwaves through global energy markets and diplomatic circles. In a post targeting “allies” who sat on the sidelines during U.S. and Israeli operations against Iran, Trump declared that the era of America single-handedly guaranteeing safe passage for Middle East oil is over.

“All of those countries that can’t get jet fuel because of the Strait of Hormuz, like the United Kingdom, which refused to get involved in the decapitation of Iran, I have a suggestion for you: Number 1, buy from the U.S., we have plenty, and Number 2, build up some delayed courage, go to the Strait, and just TAKE IT.
You’ll have to start learning how to fight for yourself; the U.S.A. won’t be there to help you anymore, just like you weren’t there for us. Iran has been, essentially, decimated. The hard part is done. Go get your own oil!”
The blunt reality check comes as the Strait of Hormuz — the narrow chokepoint through which roughly 20-27% of global seaborne oil trade and about 20% of total world oil consumption flows — remains heavily disrupted following Iranian retaliation in the ongoing U.S.-Israel conflict with Tehran.

The Context: A Decimated Iran and a Closed Chokepoint

U.S. strikes have left Iran’s military and energy infrastructure reeling. Trump has repeatedly signaled that the “hard part” — neutralizing Iran’s ability to threaten the region — is complete. Yet Tehran’s closure of the Strait has triggered a massive supply shock: the International Energy Agency estimates roughly 20 million barrels per day of oil flows have been affected, with Gulf production curtailed by at least 10 million bpd.

Brent crude has surged past $100 per barrel — up more than one-third since the crisis intensified — driving jet fuel shortages that are grounding flights and crippling military logistics in Europe and beyond.

Implications for the EU and UK: Pay Up or Step Up

Europe’s direct dependence on Middle East crude is relatively low — just 6% of EU crude imports and even less for the UK — but the global price spike hits hard. The EU spent over €600 billion on energy imports the last time oil topped $100; today’s market is delivering the same geopolitical premium.

United Kingdom: Explicitly called out by Trump for refusing to join strikes. London is scrambling for “viable plans” while facing higher refining costs and jet fuel shortages. UK Prime Minister Keir Starmer’s government is now under pressure to either deploy naval assets to reopen the strait or accept dramatically higher energy bills.

European Union: Relies on the U.S. for 16% of its petroleum imports and Norway for much of the rest. With Asian buyers (China, India, Japan) now competing aggressively for non-Gulf supplies, European refiners face both price pain and allocation squeezes. France, also criticized by Trump for restricting U.S. overflight rights, finds itself in the same boat.

Trump’s offer is crystal clear: Buy American. The United States is the world’s top oil producer with record output of 13.6 million barrels per day in 2025, and the Trump administration has explicitly ruled out export restrictions.

Global Oil Markets: A New Era of Energy Realism

The rest of the world is watching closely. Asia, which routes the majority of its Gulf imports through Hormuz, now faces the same choice: pay premium prices for diverted cargoes or shoulder security responsibilities long borne by the U.S. Navy.

This is not isolationism — it is energy dominance with accountability. For the first time in decades, Washington is telling allies that freedom of navigation is not an American-only service. The message is simple: contribute to security or pay market rates to the world’s most reliable supplier. U.S. exporters stand to gain significantly. With no export caps and record production, American crude and refined products are poised to fill the void left by disrupted Middle East flows. Domestic producers, already operating at historic highs, will see sustained demand and pricing power.

The Bottom Line

President Trump’s post is more than rhetoric — it is a strategic pivot. America has done the heavy lifting in Iran. The Strait’s security, once taken for granted as a U.S. taxpayer-funded public good, is now on the table for those who benefit most. Europe and the UK can either step up militarily or open their wallets to American energy producers.

The global oil market just received its loudest “America First” signal yet. And for U.S. producers, refiners, and exporters, the future has never looked brighter.

Appendix: Sources

  • Trump Truth Social post (quoted and reported across outlets): Sky News, LBC, Metro UK, APA.az, Investing.com (March 31, 2026).
  • Strait of Hormuz oil flow data: Reuters Graphics, Visual Capitalist, EIA/IEA estimates (2026).
  • EU/UK oil import dependency: Eurostat, Transport & Environment, ECFR (2025-2026 data).
  • Oil price impact and supply disruption: IEA Oil Market Report March 2026, UK Parliament briefing.
  • U.S. production and export policy: U.S. Department of Energy, The Hill (2026).
    Energy News Beat will continue monitoring developments in the Strait of Hormuz and their direct impact on global energy prices and U.S. producers.

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Stu

Sandstone Group

Founded in 2019 as a boutique oil and gas financial advisory firm, Sandstone Group has grown into a comprehensive energy consultancy with divisions in financial advisory, media, and asset management. Our vision is to eliminate energy poverty worldwide by bridging innovative technologies, capital, and thought leadership.

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