Mar. 8 at 2:15 PM
It’s officially oil season.
$150 barrel looking possible. We took control of Venezuela’s oil for a reason. The streets are on fire in Tehran for a reason. Qatar is voicing a shut down of production for a reason. Looks like it’s oil season. Increased prices incoming.
With that said, I try to stay 5 steps ahead. You can expect the likes of
$TSLA and
$RIVN to be the ultimate victors here. Solar production and utilization is going to go through the roof.
$TYGO ZEO and the like will be heavy hitters. @elonmusk talked about a transition to a solar dominant world in some of his earlier video clips. China will continue to rapidly decrease their dependence on oil with sourcing becoming more and more of a problem. The US will have control of the hose to a degree. This is clearly a major inflection point. In the short term, oil stocks will do well. Very, very, very well.
$BATL $INDO are my top choices for volatility.
