Everyone piled into the ceasefire narrative last week and crushed energy. (https://www.cnbc.com/2026/06/01/us-iran-war-missiles-kuwait.html) just proved that was euphoria, not reality. CVE carries $35.7B in annual revenue with zero leverage risk — when geopolitical supply shocks materialize (not hypothetical), the margin math flips hard. The contrarian read: bears were right that $110+ oil pricing was premature.

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