Adnoc Confirms Strike on Tanker in UAE's Territorial Waters
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The UAE's state oil company has confirmed another attack on one of its tankers, the latest in a string of strikes on the "Hormuz shuttle" route that c...
Directly affected
- No company is named in this report.
Indirectly affected
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- UAE iShares MSCI UAE ETF
iShares MSCI UAE ETF holds stocks listed in the UAE, which this story is about (“uae”).
- FRO Frontline+1.0% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- TNK Teekay Tankers
Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- INSW International Seaways-12.3% 17d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWET | +35.67% | +29.19% | base | after close | after close | after close | after close |
| USO | +2.78% | +4.95% | base | after close | after close | after close | after close |
| UAE | -1.25% | -2.55% | base | after close | after close | after close | after close |
| FRO | +10.52% | +3.52% | base | after close | after close | after close | after close |
| TNK | +3.72% | +0.36% | base | after close | after close | after close | after close |
| DHT | +6.01% | -0.62% | base | after close | after close | after close | after close |
| INSW | +1.26% | -0.13% | base | after close | after close | after close | after close |
| XOM | +3.07% | +0.89% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Adnoc Confirms Strike on Tanker in UAE's Territorial Waters The Maritime Executive
Source: The Maritime Executive
How Amplify Commodity Trust (BWET) moved after the last 9 energy shocks
Amplify Commodity Trust (BWET) the next day, across 9 earlier stories: average -19.61%, largest gain -10.37%, largest drop -22.25%, from 9 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | -19.61% | -10.37% | -22.25% | 9 |
| Amplify Commodity Trust (BWET) | three days later | -28.03% | -28.03% | -28.03% | 2 |
| Ishares Tr (UAE) | the next day | +4.87% | +4.87% | +4.87% | 1 |
| Ishares Tr (UAE) | three days later | +3.36% | +3.36% | +3.36% | 1 |
| Frontline (FRO) | the next day | -7.70% | -7.65% | -7.80% | 6 |
| Frontline (FRO) | three days later | -15.13% | -12.44% | -20.52% | 6 |
| DHT Holdings (DHT) | the next day | -6.54% | -4.32% | -7.65% | 6 |
| DHT Holdings (DHT) | three days later | -14.20% | -12.88% | -16.85% | 6 |
- Sanctioned Russian “shadow fleet” tanker Louise 1 attacked near Strait of Hormuz, months after being targeted by Ukraine in the Black Sea
- Kuwait turns up the volume on oil production despite Hormuz threats
- New Wave of Attacks Hits Tankers and LNG Carrier in Strait of Hormuz and Persian Gulf
- Oil prices climb after U.S. strikes Iran's Qeshm Island in Strait of Hormuz
- Iran says 3 oil tankers hit naval mines, catch fire in Strait of Hormuz
- Aramco looking to circumvent Strait of Hormuz via pipeline expansion, CEO says
Amplify Commodity Trust (BWET) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +29.19% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.67% | final price |
| DHT Holdings (DHT) | three days earlier | -0.62% | final price |
| DHT Holdings (DHT) | five days earlier | +6.01% | final price |
| Frontline (FRO) | three days earlier | +3.52% | final price |
| Frontline (FRO) | five days earlier | +10.52% | final price |
| International Seaways (INSW) | three days earlier | -0.13% | final price |
| International Seaways (INSW) | five days earlier | +1.26% | final price |
| Teekay Tankers (TNK) | three days earlier | +0.36% | final price |
| Teekay Tankers (TNK) | five days earlier | +3.72% | final price |
| Ishares Tr (UAE) | three days earlier | -2.55% | final price |
| Ishares Tr (UAE) | five days earlier | -1.25% | final price |
| USO | three days earlier | +4.95% | final price |
| USO | five days earlier | +2.78% | final price |
| XOM | three days earlier | +0.89% | final price |
| XOM | five days earlier | +3.07% | final price |
Congressional trades in Amplify Commodity Trust (BWET) around 11 Nov 2026
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 72 days before publication. Filed 25 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Strait of Hormuz on the map for this story
Geopolitics Alpha has 183 stories about Strait of Hormuz from the past 7 days and 670 stories from the past 30. That is about its usual pace over the past month. “Adnoc Confirms Strike on Tanker in UAE's Territorial Waters” is tagged to Strait of Hormuz.
Who gains and who pays if Strait of Hormuz stays in the story
Likely winners
- FRO Frontline
Frontline (FRO) tends to benefit, medium confidence in the 11 Nov 2026 story “Adnoc Confirms Strike on Tanker in UAE's Territorial Waters.” Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- DHT DHT Holdings
In “Adnoc Confirms Strike on Tanker in UAE's Territorial Waters,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- INSW International Seaways
In “Adnoc Confirms Strike on Tanker in UAE's Territorial Waters,” International Seaways (INSW) tends to benefit, medium confidence. Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- TNK Teekay Tankers
Teekay Tankers (TNK) tends to benefit, medium confidence in the 11 Nov 2026 story “Adnoc Confirms Strike on Tanker in UAE's Territorial Waters.” Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
No up or down call on file
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Adnoc Confirms Strike on Tanker in UAE's Territorial Waters.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
- UAE Ishares Tr
For “Adnoc Confirms Strike on Tanker in UAE's Territorial Waters,” Ishares Tr (UAE) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI UAE ETF holds stocks listed in the UAE, which this story is about (“uae”)
From Strait of Hormuz to Amplify Commodity Trust (BWET)
Amplify Commodity Trust (BWET) is the company in “Adnoc Confirms Strike on Tanker in UAE's Territorial Waters,” the 11 Nov 2026 Strait of Hormuz story.
The link for Amplify Commodity Trust (BWET) is this: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
Ishares Tr (UAE) is here too. Its reason reads: iShares MSCI UAE ETF holds stocks listed in the UAE, which this story is about (“uae”)
The price range for Amplify Commodity Trust (BWET), and the dates in the story
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. FRO traded between 47.51 and 59.74 across 20 sessions. The latest close on file is 48.49.
The energy score for Amplify Commodity Trust (BWET)
46 out of 100
“Adnoc Confirms Strike on Tanker in UAE's Territorial Waters” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.