Pure Momentum @PureMomentum: "🛢️ Senate Vote Could Deflate..."

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🛢️ Senate Vote Could Deflate Oil Price Risk Premium The U.S. Senate voted 50-47 to advance a war powers resolution that would force President Trump to end military operations against Iran — a move that could significantly reduce the geopolitical risk premium currently baked into oil prices. For PureMomentum, this matters because the portfolio holds several energy names that have benefited from elevated crude prices tied to Middle East tensions. 👉 If the resolution advances and Iran conflict risks ease, oil prices could pull back meaningfully — compressing margins and upstream economics across the board. 👉 Fully integrated majors face the sharpest headwinds. $XOM (ExxonMobil Holdings Corp), $TTE (TotalEnergies SE), and $VLO (Valero Energy Corp) all carry high exposure to oil price assumptions, and lower crude directly pressures both upstream project returns and refining margins. 👉 Oilfield services aren't immune either. $HAL (Halliburton Co) and $BKR (Baker Hughes Company) could see reduced drilling activity if lower prices cause operators to scale back capital programs. 👉 Exploration-focused names like $CNQ (Canadian Natural Resources Ltd) and $PBR (Petroleo Brasileiro SA Petrobras-ADR) face a dual squeeze — weaker crude prices hitting both production economics and refining operations simultaneously. The resolution still faces a final Senate vote and a likely presidential veto, so uncertainty remains elevated. 🔗 Read more: www.pbs.org/newshour/politics/senate-advances-bill-aimed-at-ending-iran-war-as-cassidy-after-primary-loss-flips-to-support-it @PureMomentum tracks momentum across U.S. equities — follow along as we navigate shifting macro conditions and keep capital aligned with the strongest price leaders. Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results. Forecasts are not a reliable indicator of future performance

Not investment advice. The author may have financial interests in the mentioned instruments.