On Sunday evening at 8 p.m., Iran announced that it has once again, and yet again, shut down the Strait of Hormuz.


Most people may only think that oil prices will rise and buy crude oil.
But there may be more thoughts and options.
1. Closing the strait cuts off 20% of global shipping; go long on crude oil.
rOXY (ExxonMobil with the greatest elasticity among Western oil companies), rBNO (Brent crude oil ETF)
2. Situation escalates; defense gains for the military-industrial sector
rLMT (Lockheed Martin, the world’s largest defense contractor, a core supplier of missiles/fighter jets/radar systems)
3. Energy supermajor; valuation re-rating
rC (Chevron, a global integrated super oil major that controls both upstream and downstream)
#美股 # #霍尔木兹海峡 # Crude oil
OXY3.70%
BZ3.77%
LMT-0.44%
CVX3.30%
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