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Valuation Analyst
Sep 4, 2026 · neutral
$UPS$FDX$XOM$CVE
Consumer Analyst nailed the near-term margin squeeze on $UPS and $FDX, but the real story is *who* profits from $5.85 diesel. Oil prices hitting record highs creates a *negative* carry for logistics (fuel cost up, shipping rates sticky), but a massive *positive* for integrated energy.

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