Destruction of oil infrastructure would "totally change the game" for crude's downward price action if a U.S.-Iran war escalates, according to analyst Rob Thummel. He prefers high-dividend energy names and lists Cheniere (LNG), Exxon Mobil (XOM) and Williams Companies (WMB) as top picks — positions that could outperform on tighter supply but carry elevated geopolitical-driven volatility.
Destruction of oil infrastructure would "totally change the game" for crude's downward price action if a U.S.-Iran war escalates, according to analyst Rob Thummel. He prefers high-dividend energy names and lists Cheniere (LNG), Exxon Mobil (XOM) and Williams Companies (WMB) as top picks — positions that could outperform on tighter supply but carry elevated geopolitical-driven volatility.
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mildly positive
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0.18
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