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14:43
Jul 02
Erik Investor and Macro Strategist, Erik YWR Substack Monetary Matters
Energy, shipping surge on supply disruption
The Strait of Hormuz disruption could persist for years, forcing a rearchitecting of global energy supply. Shipping, oil & gas, chemicals, and refining sectors are seeing massive earnings revisions and trade at very low valuations. The market is fading them, similar to memory stocks in 2024, creating a setup for huge upside if the disruption continues.
CHEMICALS 1ST
HIGH

About CHEMICALS Analyst Coverage

Buzzberg tracks CHEMICALS across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Latest voices: Erik.