I think I'm gonna sell half of my $DFEN (-0.54%) (bought at €22.44 in Nov 2023) and rotate into these, betting on a ceasefire and supply chain recovery:
- $GNK (-0.19%) – Bulk rates exploding + lower oil prices = massive margins.
- $LYB (-6.5%) – US natural gas feedstock advantage over Gulf oil.
- $DAR (-3.79%) – Decoupling from fossil fuels through local bio-feedstock & circularity.
- $AI (+0.3%) – Critical infrastructure & hydrogen resilience for European heavy industry.