TotalEnergies CEO just said the quiet part out loud:
"I prefer a world of disruption rather than a peaceful world—it creates more opportunities."
Translation: War = profit.
Big Oil ($XLE) is cashing in on the Middle East chaos. TotalEnergies, Shell, BP—all printing billions from trading the Iran supply crunch.
When the world burns, energy majors eat. This is why geopolitical risk always pumps oil and defense plays.
Reminder: Volatility isn't bad for everyone. Some portfolios thrive on chaos. Position accordingly.
"I prefer a world of disruption rather than a peaceful world—it creates more opportunities."
Translation: War = profit.
Big Oil ($XLE) is cashing in on the Middle East chaos. TotalEnergies, Shell, BP—all printing billions from trading the Iran supply crunch.
When the world burns, energy majors eat. This is why geopolitical risk always pumps oil and defense plays.
Reminder: Volatility isn't bad for everyone. Some portfolios thrive on chaos. Position accordingly.