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ProCap Insights · May 26, 2026

An Iran peace deal gives 1 stock a fuel tailwind while crushing the tanker trade

If a US-Iran peace deal lasts, it would turn Delta's more-than-$2-billion Q2 fuel headwind into a profit windfall and collapses the tanker rates that drove Frontline's record $1.55 adjusted quarterly EPS.3,5

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