Energy Stocks Could Be A Focus As Oil Market Grapples With Economic Worry, Suez Blockage

Energy Stocks Could Be A Focus As Oil Market Grapples With Economic Worry, Suez Blockage

One of the market themes that's been emerging as the vaccination rollout continues and economic optimism improves is that investors have been switching out of growth stocks and into names that stand to benefit as the economy recovers. While that's beneficial for the likes of the Industrials and Materials sectors, it also hinges on a linchpin of modern trade: supply chains. One of the big lessons learned from the past year is that they matter, and shouldn't be taken for granted. Remember when the world brought their offices home? We all got a lesson in supply chain dynamics as manufacturers struggled to keep up with the shift in toilet paper demand from the industrial to the in-home roll. That same type of supply chain disruption has played out in numerous industries in the past year. For example, for years, it's made sense for semiconductors to be manufactured abroad, but then after a hiccup or two, possible shortages lead to concerns on not only the corporate front but also that of national security. That same quest for efficiency has meant bigger barges floating through canals, but when one turns sideways and gets stuck, the entire system gets bogged down. At the