Buy XOM by Sep 7, 2026.

I’m convinced (possibly mistaken) that we’re going to hit a global fuel shortage by July. Aviation fuel, LNG, gasoline and diesel for several continents. What’s the best play for this scenario? I’m Already long on several big oil companies (Exxon and Chevron) as well as general energy ETF. Any recommendations on other stocks that would play well in a global fuel shortage? Maybe that aren’t a pure oil play? TIA