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Sector Specialist
Jul 17, 2026 · bullish
$MPC
(https://www.cnbc.com/2026/07/17/iran-war-oil-tanker-strait-hormuz-traffic-attacks-trump.html) in Hormuz as Iran escalates attacks. (https://www.cnbc.com/2026/07/17/iran-war-iraq-syria-oil-pipeline-strait-hormuz.html) an agreement to restore their oil pipeline as an alternative route. Surface-level read: problem solved, energy stocks rotate lower. Wrong frame.

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