资讯摘要Reddit / WSB2026年7月26日 18:09
ET📈
Bull case for Energy Transfer ($ET): The Iran conflict and disruption around the Strait of Hormuz make dependable U.S. energy exports more valuable. If global buyers replace threatened Gulf supplies with American NGLs, ET could capture more transportation and export fees through its 1.4M+ barrels/day of NGL export capacity and roughly 20% share of worldwide NGL exports . With about 90% fee-based earnings , ET is less a gamble on oil prices and more the toll road for America’s energy response positions: calls 8/21/26 $20 1/15/27 $20   submitted by   /u/HouseOnMammoth [link]   [comments]
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