$INFRA - Infrastructure and logistics companies benefit from supply chain disruptions and increased complexity in shipping routes due to Middle East conflict.
$ENERGY - Energy and diesel prices jumping significantly, creating opportunities for energy sector as fuel surcharges kick in across logistics.
$INSURANCE - Insurance companies seeing massive premium increases (30x) for war risk coverage, with insurers controlling global trade flows.
Bearish:
$ALUMINUM - Aluminum producers in the Gulf region unable to ship product out, causing major disruptions to global aluminum supply chains.
$SHIPPING - Shipping companies facing massive insurance cost increases, route disruptions, and crews abandoning ships in dangerous areas.
$RETAIL - Retail sector will face higher costs as supply chain disruptions and fuel surcharges trickle down to consumer prices.