Small investors can also profit from the Iranian war, but do not take AI stock tips at face value

Maróti Ádám highlights that oil and gas companies have benefited from the crisis, but their future performance may not be sustainable. The ongoing conflict could boost electrification, favoring companies involved in renewable energy, network development, battery manufacturing, and raw material extraction. However, the market has already priced in much of this potential, necessitating selective investment. Copper mines exemplify this, as copper is crucial for electrification, but recent price increases are largely due to supply shocks rather than long-term demand growth.