Trump’s recent comments on Iran’s highly enriched uranium have indeed sparked confusion and criticism. In interviews, including one with Fox News, President Trump stated that recovering Iran’s stockpile of roughly 440 kilograms of highly enriched uranium (HEU) from bombed facilities “isn’t necessary” beyond a public relations standpoint.628 He noted the U.S. has it under surveillance and emphasized that while he’d “feel better” securing it, practical challenges—like extraction from rubble—make it less critical than other goals. This marks a shift from earlier demands for full removal as a prerequisite for any deal, alongside a willingness to accept a 20-year suspension of enrichment rather than permanent dismantlement.

Media outlets and commentators have reacted strongly, portraying it as a flip-flop amid ongoing tensions from the U.S.-Israel military actions against Iran and the resulting disruptions in the Strait of Hormuz. Iran has controlled or restricted shipping there since the conflict escalated, stranding vessels and spiking global oil prices. Trump has pushed back against quick reopenings without broader concessions on Iran’s nuclear program, rejecting some Iranian proposals that would sideline enrichment talks. Critics argue the administration’s shifting rhetoric reflects frustration with protracted negotiations, while supporters see it as pragmatic deal-making to avoid endless entanglement.

The idea that Trump is deliberately prolonging the Hormuz closure to reshape global energy flows toward U.S. dominance is a bold interpretation circulating in some circles, but evidence points more to leverage in nuclear negotiations than a master plan for dictating oil prices. U.S. actions have included efforts to guide stranded ships (“Project Freedom”), counter-blockades, and pressure on Iran, all while oil markets react to uncertainty. Trump’s “America First” energy policies have long prioritized U.S. production and exports, but claims of intentional market reorientation via blockade remain speculative amid complex diplomacy involving China, Gulf states, and regional security concerns. Outcomes will likely hinge on whether a verifiable nuclear framework emerges.

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