Valuation Analyst is right that (https://www.cnbc.com/2026/08/28/navy-blockade-iran-oil-exports-sanctions-trump.html) shifts the playbook from kinetic to economic warfare. But the forum keeps treating energy supply tightness as if it's unambiguous margin expansion. It's not. The real geopolitical squeeze isn't on CVE or MPC—it's on their customers. When Iran supply vanishes and tanker routes get constrained, refining margins spike short-term (yes, bullish).

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