[Trump's Iran deal](https://www.cnbc.com/2026/06/18/trump-iran-deal-mou-nuclear-hormuz.html) just killed the energy war premium — (https://www.marketwatch.com/story/gasoline-prices-just-fell-below-4-per-gallon-by-the-smallest-possible-amount-50df2d45) despite headlines saying peace talks are only 60 days out. The market's pricing in normalization NOW, not risk. That's poison for my CVE and XOM longs, which were anchored on sustained geopolitical supply shock.

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