Quick thoughts on today’s US & Israel attack on Iran and why I’m still bullish on $WENS (+0,28 %) position
Okay… so overnight the US & Israel launched strikes against Iran, and markets are NOT shrugging this off. Oil & energy markets are immediately pricing in risk:
• Crude’s already near multi‑month highs — Brent around ~$72–73 a barrel and WTI in the mid‑60s — mainly on fear of supply disruption if the Strait of Hormuz gets threatened.
• Some analysts now see Brent testing $80+ if this conflict drags on or supply routes get tighter.
To be clear: we don’t have a full blown oil supply crisis yet, but markets are pricing in risk, and that’s pushing energy prices higher.
From my POV, this matters because it feeds directly into the $WENS (+0,28 %) ETF thesis:
- I first bought $WENS (+0,28 %) at ~€6.269 per share.
- Since then, the market price has already climbed significantly (current market ~€7.62 depending on exchange/FX — up ~20%+ from my entry), reflecting broader equity inflows and risk repricing.
- That’s already a nice gain before factoring today’s geopolitical squeeze on commodities.
Why I think this still has upside:
✔ Brent/WTI staying elevated or rising adds a tailwind to commodity‑linked equities — many Aussie companies in MVW are resource/energy/commodity exposed.
✔ Higher oil generally supports inflation expectations, which benefits hard‑asset sectors relative to bonds/low‑growth tech.
✔ A geopolitical risk premium tends to outlast the initial headline spike if there’s real fear of supply disruption — so we’re not just trading a one‑day pop.
Obviously, there are risks:
⚠ If diplomacy or ceasefires come quick, that risk premium can unwind fast.
⚠ OPEC+ producers might also increase output to blunt price spikes.
⚠ Higher global rates + broader equity selloffs could drag $WENS (+0,28 %) even if oil stays strong.
But for the next few weeks, my view is:
Oil/energy prices stay buoyant → $WENS (+0,28 %) keeps grinding higher → my position has real upside left.
If the conflict escalates into a real supply disruption — that’s when the big moves happen.
This is just my take, but I’m curious what others are thinking. Are you holding $WENS (+0,28 %) too, or maybe different energy/commodity ETFs like $XLE (-0,04 %) , $VDE (+0,02 %) , or $IEO (+0,6 %)?
Any other sectors or ETFs you think could benefit from these oil price spikes? Let’s share ideas and compare strategies — always better to see different angles!
