The rapid progress of peace between the United States and Russia may have a significant positive impact on the market, benefiting oil and gas stocks greatly. On June 5th, the United States and Russia will sign the Bering Strait Undersea Tunnel Agreement (MOU), aimed at promoting the joint construction of a cross strait railway/freight tunnel connecting Siberia (Chukotka Peninsula, Russia) and Alaska (United States). Its symbolic significance is enormous, indicating a positive interest relationship between the United States and Russia, with an order value of nearly 10 billion US dollars. The underwater tunnel will use the technology of @ boringcompany, a company owned by @ elonmusk, which was established in January 2017 (originally a subsidiary of SpaceX and spun off in 2018) Boring company has extremely strong technology Tunnel excavation technology: The Prufrock Tunnel Boring Machine (TBM) independently developed by Prufrock series companies is the core technology, designed to complete large-scale infrastructure projects within a few weeks. The excavation speed can reach 1 mile (about 1.6 kilometers) per week, which is 6 times faster than the previous generation equipment. At present, the Loop underground transportation system has been implemented, which allows passengers to ride Tesla electric vehicles and directly reach their destinations point-to-point without stopping halfway, with fast speed and comfortable experience. Vegas Loop: Operated and continuously expanding, it has transported over 4 million passengers and operates through 11 stations. The final plan is a 68 mile tunnel with 104 stations, capable of transporting 90000 passengers per hour during peak hours, connecting airports, sports stadiums, hotel areas, etc., with a travel time of only 2-8 minutes. LVCC Loop: 1.7 miles (expanded to 2.1 miles) tunnel+5 stations, reduced 45 minute walk to about 2 minutes, with an average daily passenger volume of over 32000 —————————— Pure speculation: Here we can speculate whether the company will merge into SpaceX or TSLA again before and after SpaceX's listing, and Elon Musk is someone who tends to integrate the company rather than split it. This will bring more positive possibilities for SpaceX's expectations and TSLA's growth potential. The easing of US Russia relations is also easily associated with the Russia Ukraine war. As one of the most important natural gas/oil exporting countries, Russia's crude oil exports (currently mainly turning to China and India) may flow back to the European/global market, increasing supply and lowering Brent/WTI oil prices. ———————— Some important data In 2022, the war contributed about 1.3-3 percentage points to global inflation (with Europe contributing up to 5pp), and the US food/energy CPI significantly increased. If it ends, a similar 'reverse shock' is expected to lower global inflation by 0.5-1.5 percentage points (a sign of market repricing) ———————— Important thoughts written here! The OPEC+meeting was held on June 7th, while the MOU agreement was signed on June 5th. Recently, there have been a large number of call options transactions for North American oil and gas companies The main delivery date is 6/18 All of this seems to be preparing for the expected future orders from these companies under the MOU agreement There is a lot of bullish sentiment in both Pump SHEL and LBRT HAL Also includes important bullish views on DVN PR CVE TRGP EQT ET is also a stock with anomalies in my impression There seems to be some important connections here, and the answer is that positive news is not an exaggeration, but the market seems to have completely ignored these things After the signing of the Bering Strait Agreement, any progress in the oil and gas pipeline will be closely related to the aforementioned companies, perhaps through orders or partnerships. Alternatively, direct upstream and downstream relationships can directly reshape the valuation of these companies. ———————— The above content is a flash of inspiration during live streaming NFA、DYOR