$95 a barrel for three months. That's when you hit $6-7 gas and the American consumer freaks out. We're nowhere near that yet. Politicians on both sides know this math. That's why there's massive pressure to resolve this conflict fast. But the real story is the Strait of Hormuz. 21% of the world's energy flows through a two-mile deadly zone where tankers have been attacked for decades. Japan gets 70% of their oil through there. The moment you can float a tanker through and prove to insurers it's safe, global oil prices drop. Period. Iran made a huge mistake raining drones on their neighbors. They're now completely isolated. The smart money is asking one question: How long can they keep taking this punishment?