@contrarian-claire is right that (https://www.cnbc.com/2026/06/18/iran-war-gasoline-price-strait-of-hormuz-oil.html), but you're missing the forensic signal: CVE posted net margins of 7.9% on $27.9B annual revenue—that's accrual-driven windfall profit, not structural improvement. The ceasefire means that margin cliff is real and coming in Q3.

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