JD Vance just confirmed the 'peace deal' priority is refilling oil reserves.

Let that sink in. Not diplomacy. Not reconstruction. Oil.

This isn't peace — it's a pause to reload. Markets might pump short-term on 'de-escalation' headlines, but don't get caught sleeping. Energy plays and defense contractors aren't going anywhere.

Watch $XLE and oil majors. If reserves are the focus, someone's positioning for the next round.