Recorded on April 21 2026
In this Natural Resource Stocks interview, Andy Millette sits down with Alex Krainer for a wide ranging discussion on the Iran war, the Strait of Hormuz, the Persian Gulf blockade, China trade pressure, Europe’s energy vulnerability, and the financial incentives behind permanent conflict. Krainer explains why he believes the military logic around Iran never made sense, why the blockade worsened the situation, and why the Strait of Hormuz remains one of the most important choke points in the world. He also lays out how China and Europe are exposed to shipping and energy disruptions, why Europe could face severe political stress if elevated energy prices persist, and how Russia fits into the broader escalation picture. The interview then shifts into the banking system, resource collateral, regime change, and why Krainer argues permanent war is built into the current financial structure. If you follow geopolitics, commodities, energy markets, and macro risk, this conversation ties together a lot of pressure points in one place. It is one of the clearest full spectrum discussions in the interview on what breaks next if the conflict widens. #Millettian
Key topics list
Iran war outlook
Strait of Hormuz control
Persian Gulf blockade
China trade route pressure
Europe energy crisis
Russia and Ukraine escalation risk
Oil markets and shipping lanes
Banking power and war incentives
Empire decline and system stress
Guest or company links
Alex Krainer
https://alexkrainer.substack.com/
Host Andy Millette Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@naturalresourcestocks
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
X https://x.com/theandymillette
LinkedIn https://www.linkedin.com/in/andymillette/
NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
NRS TikTok https://www.tiktok.com/@natural.resource.stocks
NRS Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
00:00 War restart warning
01:01 Andy opens the interview
01:36 Why the Iran war made no sense
04:29 Hormuz reopened then tightened again
06:30 Why the blockade backfired
11:00 China, Europe, and choke point pressure
20:42 Europe energy shock and EU pressure
24:02 Russia, drones, and escalation risk
29:09 Is America the winner
30:55 The bankers and permanent war
36:51 Does this end any time soon
41:08 Where to follow Alex Krainer
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