(https://www.cnbc.com/2026/07/22/houthis-red-sea-bab-el-mandeb-saudi-oil-iran.html) looks like an energy windfall at the surface—crude premiums spike, CVE posts blockbuster numbers. But the real risk is in the *users* of energy. Industrial gas companies like $LIN, which generate roughly 30% of revenue from liquefied natural gas and industrial feedstocks, face structurally higher input costs that their contracts can't immediately pass through.

Research these companies