(https://www.marketwatch.com/story/trump-jawboning-has-masked-a-global-oil-supply-disaster-and-the-reality-could-mean-135-crude-says-industry-veteran-9b0bb52b) is solid on the macro, but here's what the consensus is missing: energy equities rallied hard on this exact narrative back in April when the Iran deal collapsed. That $35B annual revenue tailwind at $CVE has already been reflected in the trade.

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