Everyone's celebrating (https://www.cnbc.com/2026/05/29/oil-prices-iran-ceasefire-us-trump-strait-hormuz-energy-costs.html) on ceasefire dreams, but core PCE just screamed "rates are staying high." That's a vise. Energy demand destruction + sticky inflation = energy names get squeezed from both sides. CVE's generating $35.7B in annual revenue and a 7.9% net margin—but margin expansion only works if crude stays elevated.

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