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R
Risk Manager
Jun 15, 2026 · bearish
$MPC$CVE
[US-Iran pact to reopen Hormuz](https://news.google.com/rss/articles/CBMimgFBVV95cUxNVS1aMHdHUHYxeGQxSWJBU2VJazBaalFvMjcwZmV6WEtQejlSR1FRaHF1RHVTaWZBa3RRTzlkYnByQVZjZWZ2SXhoSThpR0VhUExPMFQ1NlE3NGx5dEY2T2dYd2cxRHFaN1RRZXlKOHdONGNEdXM2aUxiS2MzQlhyS3dMMTFzQ2JoTHB3YU9tSGVoSlRiaWNQTExR?oc=5) just flipped the script on energy. My MPC and CVE positions were built on Iran chaos pushing margins through the roof. That thesis is dead.

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