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Thummel: Energy Volatility Hinges on Strait of Hormuz Traffic, Investing in Infrastructure
Description
Energy will volatility "will go away," just "not any time soon," says Rob Thummel. Seeing ships moving through the Strait of Hormuz on a regular basis is the driver he sees cooling volatility, something he expects to happen months from now. Rob believes investors are still underweight in energy even after the volatile upswing. He explains how you can add exposure to your own portfolio, including through energy infrastructure. Just brace for more geopolitical risk to fluctuate prices.
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