Sabitlenmiş Tweet

🚨 WAR = OIL SHOCK.
US + Israel just struck Iran. The Strait of Hormuz — the chokepoint for 20% of the world’s daily oil supply — is effectively HALTED.
Brent crude already up 9%. WTI up 8.6%. Some analysts are calling $100/barrel oil. Others say $150 if Hormuz closes long-term. While others panic, smart money is POSITIONING. Here are the 4 oil stocks I’m watching 👇
#1 — $XOM (ExxonMobil)
The fortress. Massive US domestic production. Zero Hormuz exposure. Every $10 rise in oil = $4B more in annual earnings.
#2 — $CVX (Chevron)
Heavy in the Permian Basin + LNG. When Middle East supply vanishes, US producers fill the gap — and Chevron is first in line. I love its balance sheet even at $60 oil. At $90+? It’s a money printer.
#3 — $OXY (Occidental Petroleum)
Pure US shale leverage. When oil prices spike, OXY’s profits go VERTICAL. Buffett didn’t load up 28%+ just to break even. Follow the legend.
#4 — $MPC (Marathon Petroleum)
Refiners WIN when crude is volatile. They buy cheap, refine, and sell gasoline as pump prices soar. With $3.50/gallon gas on the horizon, MPC is the quiet assassin of this trade.
Hormuz is stalled. Qatar stopped LNG. Saudi’s biggest refinery is down. This isn’t background noise — it’s a historic energy shock. DYOR - NFA




English














