Geopolitics Alpha

A mine strikes a tanker in the Strait of Hormuz, a projectile hits another near Saudi Arabia

Published . Updated .

A mine strikes a tanker in the Strait of Hormuz, a projectile hits another near Saudi Arabia Yemen Online

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • USO United States Oil Fund

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with a Gulf supply scare

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
LMT———————
RTX———————
ZIM———————
DAL———————

A mine strikes a tanker in the Strait of Hormuz, a projectile hits another near Saudi Arabia Yemen Online

Source: Yemen Online

How busy Strait of Hormuz has been lately

Strait of Hormuz has 198 linked stories in the last 7 days and 198 in the last 30 on the page that also carries “A mine strikes a tanker in the Strait of Hormuz, a projectile hits another near Saudi Arabia.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“A mine strikes a tanker in the Strait of Hormuz, a projectile hits another near Saudi Arabia” scores 12 out of 100. The score uses 1 sources.