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are exposing Royal Caribbean to fuel cost inflation with hedge coverage dropping to just 16% by 2028, while the company faces $3.2 billion in debt maturing in 2026 alongside a $5 billion capital expenditure commitment.Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected.Royal Caribbean Group (NYSE:RCL), the popular cruise line, is carrying real momentum into 2026, but a viral r/wallstreetbets post is crystallizing a risk bulls have been glossing over: oil is approaching $100 a barrel, and Royal Caribbean just committed to spending roughly $5 billion in capital expenditures this year alone. Shares are down 15% over the past month, trading around $267, even as the company guides for $18 in adjusted EPS for 2026.The good news is that the bull case is real, as two-thirds of 2026 capacity is already booked at record rates, the company is coming off a full-year 2025 net income of $4.27 billion, up 31% year-over-year, and CEO Jason Liberty has described WAVE season as "the highest seven booking weeks in company history." The incoming Legend of the Seas, expected in Q2 2026, adds fresh capacity to an already-full fleet. The bear case, increasingly loud online, is fuel.WTI crude hit a 12-month high of $97.31 on March 13, before pulling back to $92.46 as of March 16. That is a 46% surge in a single month, putting oil within striking distance of the widely watched $ 100-a-barrel threshold, a level that has historically squeezed cruise operators hard.Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected.A post titled "The Cruise Industry is going to get BURIED by the conflict in the Middle East 10k Puts" accumulated over 800 upvotes with a 96% upvote ratio in under 24 hours, driving RCL's Reddit sentiment score to 8 out of 100, very bearish.The Cruise Industry is going to get BURIED by the conflict in the Middle East 10k Putsby u/Electrical_Trash_992 in wallstreetbets By and large, "In 2022, total fuel expenses for cruises doubled, and we're about to see significantly more disruption in oil than we had in 2022." The composite sentiment score sits at 36.5 out of 100, medium-confidence bearish, though news sentiment remains relatively constructive at 65 out of 100. 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