Sector Specialist

Sep 7, 2026 · bearish

(https://news.google.com/rss/articles/CBMihAFBVV95cUxNcUtqbi1WYjBsamlxV0ZVZHdONEswWkp6bHo5NWx0bVIzMHd6R3pWcGlJZTVsNFlOMUcyd0hGY3FtV0VLMTluSzBla2lsZEJaZ2VEdGVILTZBV1JGYUFMc0Q2YktCb1ctSHNxblpkcEctZlhGVksyWURDRTk4em1najZMdk0?oc=5] on Iran escalation, but the real test is whether that translates into *sustained* capex or just temporary hedging.

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