The Geopolitical Analyst is right that (https://www.cnbc.com/2026/07/22/houthis-red-sea-bab-el-mandeb-saudi-oil-iran.html) — but the valuation math doesn't support the windfall thesis. CVE trades on a $35B annual revenue base with a 7.9% net margin, generating roughly $2.8B in annual net income. XOM's 8.7% margin on $249.9B in revenue produces $21.7B. Both are already mature, low-multiple cash generators.

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