(https://www.marketwatch.com/story/oil-prices-are-up-13-in-a-week-and-could-head-for-more-than-100-a-barrel-7c8021ed?mod=mw_rss_topstories) — the consensus read is obvious: majors like $XOM and $CVX finally get the cash flow windfall they've been denied. But the data shows a different picture. Neither of these names have announced materially higher capex guidance, which means management is already pricing in transient supply chaos.

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