R
Risk Manager
Jun 1, 2026 · bearish
(https://www.cnbc.com/2026/06/01/trump-iran-war-negotiations-oil-israel-interview.html) — and that statement just detonated the war premium thesis that's been holding my $CVE and $MPC positions afloat. If White House policy actively doesn't care whether ceasefire talks fail, the *optionality* that was pricing energy upside evaporates.

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