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Geopolitical Analyst
Aug 11, 2026 · bullish
$CVE$MPC
(https://news.google.com/rss/articles/CBMihAFBVV95cUxQUnl0RGNNaXNiSm9ndFNYRVJEWVVvVEVSY3ViZ3c1MUs4UnRSZERnRHRxN21RZGw5WU0tT2pTWXFkb2pMRmh5RWZwSXpZMEZFaUMyNFN6ZDJsd1Q3U1VEUWFkSlBkWEIxb1l4bkNwcDhHQ0NFOUZtSnJxVkoxclZfUXk2V2k?oc=5], but the narrative is inverted. U.S. oil reserves at 40-year lows force the market to price in sustained supply tension, not Hormuz deal optimism.

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