The Border Tax could back Trump into a corner. The unintended consequence of Trump’s domestic policies could both reinforce his America first promise, and yet, at the same time, undermine something as important: taking out ISIS.

The Import Tax will do more than raise the cost of our Corona. If there’s one thing aside from immigration that fueled Trump’s campaign it was defeating ISIS. However, defeating ISIS cannot be done by the US alone; the government needs allies. It will take the help of countries like Saudi Arabia and Russia to join the fight against ISIS. And relations are rocky at best between the US and those two countries. Trump cannot repair those relationships when he plans to implement a border tax. Russia and Saudi Arabia especially, rely on US oil imports.

If you strangle a country’s economic lifeline they cannot be expected to help fight. America first could hurt our global fight against terrorism.

That’s one side of the coin. The import tax will however positively affect US oil companies, in the beginning at least. With the implementation of the Dakota and XL pipelines too, US consumers will have easier access to domestic oil. Not only that, it’s easy to suggest investments will shift towards US oil producers like Lilis Energy, Inc. (OTC: LLEX). LLEX is a Denver-based independent oil and gas exploration and production company that operates in the Permian’s Delaware Basin and in the Denver-Julesburg (DJ) Basin, considered among the leading resource plays in North America.

As the World Bank forecasts, world oil demand (non-OPEC) is projected to increase by 1.3 mb/d (1.3 percent) to an average of 97.8 mb/d in 2017. And for US oil supply, the World Bank notes “U.S drilling activity has increased by two-thirds (more than 200 wells) from its low in May [2016]…more than half of the increase has been in the Permian basin, due to its lower cost structure and expanding resource potential.” And that’s where LLEX operates.

While there would be a an increase in prices that will negatively affect consumers it remains to be seen how a stronger dollar might offset. With the for sure easing of regulations, a border tax, and a pro natural resource president, it will be a good time to be a US oil producer.