How long is the Strait likely to remain closed?

Horcsogg · 2026-03-07T11:58:35+00:00

=== SUMMARY === - The post author, u/Horcsogg, is concerned about their mining stock portfolio, which has declined due to a recent spike in oil prices caused by the closure of a major strait. - The author is considering selling their mining stocks ("trimming a lot") due to the uncertainty of how long the strait will remain closed, as high oil prices increase miners' operating costs. - Quality assessment: This is speculation and a request for opinions, not well-researched due diligence. The author is reacting to recent price action and seeking geopolitical forecasts from a general finance forum. === SENTIMENT === BEARISH === TRADE IDEAS === TICKER - DIRECTION | confidence: 0.75 | sentiment: -0.70 Speaker: u/Horcsogg Thesis: 1. THE FACT: A major strait has closed, causing oil prices to spike. 2. THE BRIDGE: Miners have high energy costs, primarily from oil. A sustained increase in oil prices will compress their profit margins, making them less attractive investments. 3. THE VERDICT: The author is considering selling (shorting/trimming) their mining stocks to avoid further losses from prolonged high oil prices due to the geopolitical uncertainty. 4. RISKS: The situation could resolve quickly, causing oil prices to fall and mining stocks to rebound sharply. The market may have already priced in the worst-case scenario, making this a sale at the bottom. Timeframe: short-term Key Points: - Miners' biggest operating cost is oil. - A spike in oil prices has already hurt mining stocks. - Uncertainty over the strait's reopening creates downside risk. TICKER - DIRECTION | confidence: 0.60 | sentiment: +0.70 Speaker: u/OkRecommendation6735 Thesis: 1. THE FACT: Mining stocks have already "taken a massive beating" due to the news. 2. THE BRIDGE: The market is likely overreacting and pricing in a worst-case scenario (prolonged closure). Extreme fear and panic selling often create buying opportunities for contrarian investors. 3. THE VERDICT: The commenter implies that selling n

u/Horcsogg · Reddit — r/stocks · March 07, 2026 at 11:58 · ⬆ 108 pts · 💬 228 comments | View on Reddit ↗

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Summary

The post author, u/Horcsogg, is concerned about their mining stock portfolio, which has declined due to a recent spike in oil prices caused by the closure of a major strait.
The author is considering selling their mining stocks ("trimming a lot") due to the uncertainty of how long the strait will remain closed, as high oil prices increase miners' operating costs.
Quality assessment: This is speculation and a request for opinions, not well-researched due diligence. The author is reacting to recent price action and seeking geopolitical forecasts from a general finance forum.

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How long is the Strait likely to remain closed?

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