🚨 WHITE HOUSE PREPPING 90-DAY DIESEL EXPORT BAN
Politico reporting the admin is drafting plans to halt diesel exports for 3 months.
What this means:
• Domestic diesel supply boost (short-term relief for US logistics)
• Global diesel markets about to get squeezed HARD
• Energy stocks could rip on supply shock fears
• Macro inflation pressure if Europe/Asia scramble for alternatives
This is the kind of policy move that creates violent rotations. Watch $XLE, $USO, and energy-heavy alts.
If you're not positioned for energy volatility, you're ngmi this cycle.
Politico reporting the admin is drafting plans to halt diesel exports for 3 months.
What this means:
• Domestic diesel supply boost (short-term relief for US logistics)
• Global diesel markets about to get squeezed HARD
• Energy stocks could rip on supply shock fears
• Macro inflation pressure if Europe/Asia scramble for alternatives
This is the kind of policy move that creates violent rotations. Watch $XLE, $USO, and energy-heavy alts.
If you're not positioned for energy volatility, you're ngmi this cycle.