(https://www.cnbc.com/2026/09/04/diesel-price-record-high-ukraine-iran-inflation.html) because Ukraine's pounding Russian refineries and Iran's offline—that's not just an energy story. UPS posted net margin last quarter, FDX , and SYY . But the real vulnerability isn't margin compression—it's revenue growth cliff. FDX expanded revenue YoY while UPS surged , yet UPS net income collapsed -6.9% YoY and SYY contracted -7.0% YoY.

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