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Maybe, but I think that in the cold calculus of geo-realpolitik, TSMC is more important than Israel in a world where WTI is unlikely to ever trade above 150 and will never break 200 [1]. APAC is influential, but not in the same way it was when the entire economy was weeks from collapse without Israel dominating the region.

And the Trump Administration understands that we can't defend them both at a cost the public will accept. I think. Even MAGA diehards are like 70% opposed to another quagmire in the Middle East even if Trump endorses like a downticket primary radical.

[1] https://www.eia.gov/dnav/pet/hist/rwtcd.htm



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