保持目前的高油价将为美国的石油行业额外带来1000亿美元现金流。

$XOM $CVX $OXY

现在已知的战争明确受益者还包括 $LMT $RTX

但是他们赚的钱都是从美国消费者和其他企业额外增加的成本里吸出来的。

The Kobeissi Letter: This is absolutely insane:

Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel.

Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if

📊 Energy & Utilities are winning in 2026:

1. $BE | YTD: +54.2% | 1M: +5.0%
2. $ENPH | YTD: +37.3% | 1M: +17.4%
3. $SLB | YTD: +27.0% | 1M: +3.9%
4. $OXY | YTD: +24.8% | 1M: +19.9%
5. $SEDG | YTD: +22.9% | 1M: +11.4%
6. $XOM | YTD: +22.8% | 1M: +11.6%
7. $VLO | YTD: +20.3% | 1M: +6.3%
8. $CVX | YTD: +18.9% | 1M: +11.2%
9. $HAL | YTD: +18.9% | 1M: +3.6%
10. $MPC | YTD: +17.6% | 1M: +10.7%

18 Winners l 2 Losers
Avg YTD: +16.5%

RT Evan
All these stocks hit new 52 WEEK HIGHS at some point today

Lockheed Martin $LMT
Deere $DE
Chevron $CVX
General Electric $GE
Fedex $FDX
Johnson & Johnson $JNJ
Union Pacific $UNP
Baker Hughes $BKR
$BP
CBOE Global $CBOE
CF Industrials $CF
Ciena $CIEN
ConocoPhilips $COP
Coterra $CTRA
Cenovus $CVE
Devon Energy $DE
Edison $EIX
Equinor $EQNR
Dimondback $FANG
Frontline $FRO
Halliburton $HAL
Huntington Ingalls $HII
Kinder Morgan $KMI
Linde $LIN
Lumentum $LITE
Northrop Grumman $NOC
New York Times $NYT
Ovintiv $OVV
Quanta Services $PWR
Raytheon $RTX
Shell $HSEL
Suncor Energy $SU
Targa Resources $TRGP
Texas Pacific $TPL