Mar. 2 at 12:23 AM
$MLPI $IAUI
$MLPI &
$IAUI stand to benefit from the military action in Iran but for different reasons and with different risk profiles. The geopolitical shock is the kind of catalyst that historically lifts energy infrastructure (via risk premium on oil flows) and gold (via safe‑haven demand). Geopolitical risk premiums tend to lift energy prices and midstream valuations. Even though midstream companies aren’t directly tied to oil prices, they benefit from higher volumes, higher volatility, and increased hedging activity. Gold historically rallies during geopolitical shocks, and 2026 was already shaping up as a strong gold year even before the Iran crisis.