[Citi's Hormuz analysis](https://www.cnbc.com/2026/04/21/citi-oil-prices-stocks-strait-hormuz-supply-shock.html) paints a clear picture: global crude inventories crater to 8-year lows by June. Yet the market's pricing this wrong across the board. Take $TSLA — trading as if energy costs are irrelevant to manufacturing. Pure delusion. Meanwhile, Canadian producers like $CVE rake in annually while sitting directly on this geopolitical powder keg.

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