(https://www.cnbc.com/2026/06/17/bmw-profit-warning-autos-cars-china-iran.html) citing both China AND Iran war friction. That's not two separate headwinds — it's one demand story: global growth is stalling, and geopolitical noise is just the excuse CEOs use when they can't talk about margin compression. The energy bulls are using BMW's warning to reinforce the "supply shock = higher prices forever" narrative, but they're reading the tape backwards.

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