Jun. 18 at 2:36 PM
Based on the MOU, I feel like this basket of near-term plays lean towards medium term price appreciation:
🚢
$FRO – Demand surge for compliant tankers to clear the backlog of trapped Persian Gulf crude.
⚓
$INSW – Highly leveraged to normalization of Middle Eastern shipping lanes & rising spot rates.
⚙️
$SLB – Rapid re-mobilization of idle regional staff/equipment to fix offline wells.
🛠️
$HAL – Specialized well interventions crucial to safely restarting regional infrastructure.
Feel free to poke holes in my thesis.