Hormuz disruption extends export demand
I'm reiterating Cheniere Energy (LNG) as a buy into the recent post-pullback opportunity (current ~265) because a protracted Strait of Hormuz disruption supports long LNG exposure.
A protracted Strait of Hormuz disruption tightens global LNG supply, directly benefiting Cheniere as a major U.S. exporter. The post-pullback entry near $265 offers a favorable risk/reward for capturing sustained elevated demand.