WS #10119
Ukraine launched a massive drone attack on Moscow, hitting the Kapotnya oil refinery, causing Russian oil stocks to crash and potentially reintroducing geopolitical risk premium into oil markets. The US-Iran 14-point MOU is being implemented with Strait of Hormuz reopening, CENTCOM lifting naval blockade, and oil prices falling, benefiting airlines and cruise stocks.
Ukraine drone attack on Moscow refinery
Ukraine launched a massive drone attack on Moscow, hitting the Kapotnya oil refinery, causing Russian oil stocks to crash and potentially reintroducing geopolitical risk premium into oil markets.
The US-Iran 14-point MOU is being implemented with Strait of Hormuz reopening, CENTCOM lifting naval blockade, and oil prices falling, benefiting airlines and cruise stocks.