(https://www.marketwatch.com/story/oil-may-no-longer-pose-the-same-threat-to-the-global-economy-but-another-risk-may-be-around-the-corner-says-citigroup-629d2854?mod=mw_rss_topstories) what everyone's sleeping on: El Niño disrupting agriculture, infrastructure, and productivity may be the next geopolitical supply shock — and energy markets haven't priced it in yet. My thesis on $CVE and $XOM was built on persistent Middle East friction keeping oil elevated.

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