
Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
From Eye On The Market by Michael Cembalest
April 6, 2026 · 18 min · Episode 91
About this episode
The episode provides an update on the Gulf War and discusses various related topics including energy independence and military strategy.
Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military options, the proposed Iranian toll on the Strait of Hormuz, the cost per payload of asymmetric warfare and our commodity price tracker. Also: the history of Presidential firings of senior US military officers, and a US fossil fuel reliance fever dream. Watch the video
People in this episode
Host: Michael Cembalest
Topics covered
- Gulf War update
- energy independence
- military options
- asymmetric warfare
- commodity prices
- military officer firings
- fossil fuel reliance
Keywords
- Gulf War
- energy independence
- military strategy
- commodity prices
- asymmetric warfare
- fossil fuels
- military officers
Mentioned in this episode
Organizations: US military
Places: Strait of Hormuz, US, Iranian
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