MYBAD - the following excerpt from a recent article details the issue better than I can. In my opinion, domestic oil and gas producers will be the likely beneficiaries, and companies like CAVU should be positioned in the sweet spot.
In light of Israel's past experiences, along with the continued supplying of advanced weaponry to Hezbollah, the steady progress of Iran's nuclear and ballistic programs, and the increasing threats publicly made against Israel, the possibility of another war breaking out appears increasingly likely. The question is whether Israel will succumb to US administration pressure to hold off on a preemptive strike, or whether it will decide it is time to strike first and lessen the blow of the Iranian-backed Hezbollah. Such a scenario might be the lesser of all evils for Israel, but it would still be devastating for all sides. Such a war could see Israel launching attacks against Hezbollah weapons depots in Lebanon and Syria in response to the continued transfer of weapons to the Shiite Islamist group. Hezbollah has declared its desire to bring the next round of fighting into Israel this time--a scenario hitherto unheard of for Israelis and one that the Jewish state will make every effort to prevent. If Hezbollah fighters or weapons are positioned in Syria, that country might also be forced to join the war, at least symbolically. Iran has declared that in the case of war between Syria and Israel, it would come to the defense of its Syrian ally. In such a scenario, Israel might even find a further opportunity to launch a strike on Iran's nuclear facilities, although its effectiveness would be questionable.
Any way you slice it, this next war will not be a cakewalk for any side, which is why all parties continue to claim they do not want another fight. Yet the present situation is ultimately becoming untenable. If all of this reads like a fiction novel, let's remember the lessons of World War I. It is without question that all sides are feverishly preparing for war even if they do not necessarily want to fight one. Hezbollah has increasingly become an agent of Iran, with its Revolutionary Guards playing an important role in the decision-making body of the organization, known as its Shura Council. The terrorist group will never recognize Israel or make peace with it. And so the only questions left to ponder are who is going to ignite the next war in the Middle East, and when? Don't be surprised if Israel returns to the use of preemption to gain the upper hand and further its deterrence.
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