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Europe faces an acute logistics problem as the Iran war severely restricts flows from the Middle East. The International Energy Agency earlier this month warned that Europe could run out of jet fuel in weeks.

European airlines are facing their biggest challenge ​since the COVID-19 pandemic as the Iran war pushes up jet fuel prices and buffets travel through the Middle East, casting a shadow ‌over the summer holiday season.

Spirit Airlines is on the brink of collapse and is warning of possible liquidation. If Spirit disappears, travelers are likely to feel the impact quickly.

I see compelling alpha in energy, transportation, and private credit, driven by accelerating economic growth and cyclical value rotation. Energy stocks, as tracked by XLE, have retraced war-driven gains, offering attractive entry points for growth-focused investors. Transportation indicators and manufacturing data confirm restocking and pricing power, supporting bullish positioning in names like ODFL, UNP, and IYT.

Designed to provide broad exposure to the Industrials - Transportation/Shipping segment of the equity market, the iShares U.S. Transportation ETF (IYT) is a passively managed exchange traded fund launched on October 6, 2003.