Flannery's restructuring plan could be realigned itself.
As the market plays wait and see, the Chinese infrastructure boost is kicking in, making copper a good bet.
Although this will be challenging in the short term, it may be an opportunity for large American companies to acquire assets.
Investors should focus on specific commodities, like Copper, where fundamentals are clear.
These are the stocks to watch as Iran production is called into question.
EOG ran hard on Tuesday -- and it is not done yet.
Demand for vessels to ship liquefied natural gas is outpacing supply, which is a positive for this LNG shipper.
U.S. sanctions on Iran are set to bite into supply soon, while OPEC and Russia are in no hurry to boost production.
Oil markets are fine on the supply side, but demand will be a problem into the next quarter.
LNG is a big growth area for U.S. energy companies, and these tariffs bite into its competitive advantage.