Complete an "Energy Price Shock Sensitivity Analysis for Energy & Transport Sectors."

Sample: XOM, CVX, COP, SLB, DAL, UAL, FDX, UPS.
Time range: 2023-01-01 to 2025-12-31.

Requirements:
1. Summarize each company's sensitivity direction to oil/fuel costs and sources of operating leverage.
2. Construct three oil price paths for 2026:
   - Scenario A: WTI average $60
   - Scenario B: WTI average $80
   - Scenario C: WTI average $100
3. Estimate directional changes in earnings and valuation for each company under different scenarios (ranges are acceptable over point estimates, but rationale must be provided).
4. Generate an Excel file (.xlsx) with sheets: `raw_financials`, `oil_scenarios`, `sensitivity_map`, `trade_ideas`.
5. Generate `hedge_plan.md` proposing at least 2 hedging or paired trade strategies, including conditions under which they would fail.
6. Generate `sources.md`.

Execution requirements: Conclusions must include "base position + hedge position + trigger thresholds."
