The Triple Play- $COP, $DOW, $EQT

Hear me out on this pretty basic play. Despite lots of discussion and promises on the straight of Hormuz opening, it' clear the \[Iran is reasserting its position to close the Straight. This announcement is fresh from today and oil prices will rise. Most Western economies and Japan have already greatly reduced their strategic reserves of peteoleum, so the amount of buffer remaining to make up for supply shortages is limited. Unless things radically change in the next 2 weeks, we are going to approach another huge spike in oil prices. I think we have a couple days before we collectively realize the severity of the supply mismatch as passage through the straight continues to deteriorate from where it was at last week. This means we have a few days before the shortage gets priced in which leads to opportunity and upside. As oil prices rise profits for non-affected companies will rise, as their supply of oil remains stable or elevated. That's basic economic theory. That's where my first suggestion comes into play: ConocoPhillips ($COP) A huge portion of COP's production is outside the Hormuz bottleneck. They can continue to produce oil at a fixed cost while the price of oil goes up. I'm sure there are other equivalently good oil plays. Likewise, $Dow could benefit from higher oil prices because it is a major petrochemical producer whose products are priced off natural gas feedstocks, and a supply shock such as a prolonged Strait of Hormuz closure can cause polyethylene, ethylene and other chemical prices to rise faster than Dow’s input costs, particularly given Dow’s relatively cost-advantaged U.S. ethane-based production. Dow itself says feedstock and energy costs generally follow crude-oil and natural-gas prices, but its current Americas footprint and feedstock flexibility can provide an advantage when global petrochemical supply is constrained. In fact, Dow reported that higher oil prices were a major driver of its recent earnings improvement, and management has specifically said its Americas cost position and feedstock flexibility are benefiting from the current Middle East energy disruption. Finally, higher oil prices can make U.S. oil drilling more profitable, which tends to increase associated natural-gas production and potentially pressure gas prices, so that part is actually a headwind. However, a prolonged oil shock from a Hormuz disruption can also increase demand for U.S. LNG and domestic natural gas as a secure alternative to disrupted Middle Eastern energy supplies. $EQT is particularly well positioned because it is a low-cost Appalachian gas producer with significant midstream infrastructure and growing exposure to LNG and power-generation demand All of these companies are large, multi-billion dollar market cap stocks, and you can see and hear this news unfolding every day. The question is if its worth it. Thats for you to decide.