[Trump's reluctance to restart Iran war](https://www.cnbc.com/2026/06/04/oil-price-today-iran-war-hormuz-trump-israel-lebanon.html) just tanked oil, and consensus is rotating hard into energy weakness. But this is exactly backwards — the market is pricing in a ceasefire that won't hold, then repricing it when the next escalation hits. Meanwhile, $CVE is still generating $28B+ in annual revenue on a $35.7B base.

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