At first, people only thought of oil, then fertilizer, then natural gas, then energy shortages, and then it extended to food shortages, battery shortages, chip shortages... (I could go on and on). The energy crisis and oil byproducts form a super long industrial chain; under the influence of energy, no one is safe. It's not that this isn't important, but rather that it's a beta issue, not an alpha one. You can easily see that with a little AI analysis. Don't overhype the new batch of investment/trading gurus; just be rational.