Trump said "big money" is coming from the Strait of Hormuz. Here's what he actually meant
After the ceasefire was signed, Trump posted that "big money" was to be made by America "hangin' around" the Strait of Hormuz.
Everyone assumed he meant oil. Tolls. Military leverage. The usual strongman stuff.
I think he meant something else.
The Iran war just did something no climate summit, no policy paper, no UN resolution ever could. It proved — in real time, with real consequences — that oil dependence is a national security catastrophe.
Twenty percent of the world's energy disappeared in 48 hours. The Philippines declared an emergency. Japan released 80 million barrels from reserves. Pakistan put its government on a four-day work week. Europe scrambled.
The "big money" isn't in controlling the strait. It's in making the strait irrelevant.
And the only way to do that is to electrify everything. Cars. Grids. Data centers. Military systems. All of it runs on batteries. All batteries run on lithium.
Trump knows this. His DOE funded lithium extraction companies. His One Big Beautiful Bill includes critical mineral incentives. His administration fast-tracked domestic mining permits.
One of the companies the DOE backed is called EnergyX. They just turned on the largest lithium extraction plant in the country. Project Lonestar. Texarkana. Producing battery-grade lithium right now.
At full scale: 50,000 tons per year. About a billion dollars in annual revenue. American soil. American jobs. American lithium.
GM led their $50 million round. POSCO and Eni invested. 120+ patents. 100,000 acres in Chile. 47,000 investors. $171 million raised.
$12/share. Price increases after tonight. Details here.
The "big money" Trump is talking about isn't oil.
It's what the world needs when it finally decides oil is too dangerous to depend on.
That decision was made in March. Most people just haven't realized it yet.
This is a paid advertisement for EnergyX's Regulation A+ Offering. Please read the offering circular at invest.energyx.com/. Under Regulation A+, a company has the ability to change its share price by up to 20%, without requalifying the offering with the SEC.