BA · The Boeing CompanyThe Boeing Company
🔬 US invasion of Venezuela creates investment opportunities in fertilizer stocks (CF, CVE) due to disruption of heavy sour, ammonia, and nitrogen fertilizers; dirty crude processing (VLO) benefits from heavy crude sourcing; naval warfare technology (LDOS) gains from blockades; defense and aerospace (AVAV, HII, LHX) benefit from maritime surveillance; direct suppliers of military operations (BA, RTX, HON) also profit
US invasion of Venezuela creates investment opportunities in fertilizer stocks (CF, CVE) due to disruption of heavy sour, ammonia, and nitrogen fertilizers; dirty crude processing (VLO) benefits from heavy crude sourcing; naval warfare technology (LDOS) gains from blockades; defense and aerospace (AVAV, HII, LHX) benefit from maritime surveillance; direct suppliers of military operations (BA, RTX, HON) also profit.
Chart
Post Timeline · 0 posts
US invasion of Venezuela creates investment opportunities in fertilizer stocks (CF, CVE) due to disruption of heavy sour, ammonia, and nitrogen fertilizers; dirty crude processing (VLO) benefits from heavy crude sourcing; naval warfare technology (LDOS) gains from blockades; defense and aerospace (AVAV, HII, LHX) benefit from maritime surveillance; direct suppliers of military operations (BA, RTX, HON) also profit.
source ↗US government directive to leave Iran implies direct intervention, similar to previous use of GBU-57A/B MOPs and US invasion of Venezuela. These 'Department of War' stocks are positioned to profit from a US invasion of Iran.
source ↗No qualifying thesis event for 45+ days.