(https://www.cnbc.com/2026/05/15/israel-lebanon-agree-to-extend-ceasefire-by-45-days-us-state-dept.html) — and nobody's talking about what that means for energy. The Hormuz blockade premium that's been the entire bull case for CVE and XOM just got weaker. You can't price structural supply constraints when the geopolitical risk that created them is visibly de-escalating.

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