X @Easy
Easy·2026-03-22 02:26

Oil is a crowded trade.Spent a lot of today figuring out what / where other opportunities exist.The US is at war with Iran. Most people are buying oil stocks and defense stocks.Those are the obvious plays.3 trades nobody’s talking about.______TANKER STOCKS ($FRO, $DHT, $NAT)Iran closed the Strait of Hormuz. That’s where 20% of the world’s oil flows through.Now every ship has to go the long way around Africa.Double the trip = not enough ships to go around.Supertanker rental rates hit $423,000 PER DAY.All-tim ...

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