Brent crude hits highest since June 2022 on fears of renewed US strikes on Iran
Published . Updated .
This report is about Tanker rates and Iran. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline+1.4%
Tanker operators earn more when freight rates spike
- INSW International Seaways-1.4%
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+4.9%
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR+3.8%
Energy companies move with Iran supply risk
- LMT Lockheed Martin+11.5%
Defense contractors get more work when conflict spending rises
- RTX RTX-0.4%
Defense contractors get more work when conflict spending rises
- ZIM ZIM Integrated Shipping-2.2%
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines-0.8%
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FRO | +2.38% | -1.82% | base | +2.74% | after close | after close | after close |
| INSW | +1.36% | -3.49% | base | +3.91% | after close | after close | after close |
| DHT | -2.28% | -3.23% | base | +2.07% | after close | after close | after close |
| TNK | +1.72% | -0.66% | base | +3.63% | after close | after close | after close |
| USO | -0.46% | -1.11% | base | +3.06% | after close | after close | after close |
| XLE | +0.97% | +0.55% | base | +2.12% | after close | after close | after close |
| LMT | -6.43% | -7.02% | base | +0.17% | after close | after close | after close |
| RTX | -0.33% | -0.66% | base | -2.06% | after close | after close | after close |
| ZIM | +0.53% | +0.29% | base | -0.41% | after close | after close | after close |
| DAL | -4.91% | -3.24% | base | -4.13% | 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.
Market Call
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Brent crude hits highest since June 2022 on fears of renewed US strikes on Iran Anadolu Ajansı
Source: Anadolu Ajansı
Energy
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | -4.13% | still updating |
| DAL | three days earlier | -3.24% | final price |
| DAL | five days earlier | -4.91% | final price |
| DHT | that day | +2.07% | still updating |
| DHT | three days earlier | -3.23% | final price |
| DHT | five days earlier | -2.28% | final price |
| FRO | that day | +2.74% | still updating |
| FRO | three days earlier | -1.82% | final price |
| FRO | five days earlier | +2.38% | final price |
| INSW | that day | +3.91% | still updating |
| INSW | three days earlier | -3.49% | final price |
| INSW | five days earlier | +1.36% | final price |
| LMT | that day | +0.17% | still updating |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| RTX | that day | -2.06% | still updating |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
| TNK | that day | +3.63% | still updating |
| TNK | three days earlier | -0.66% | final price |
| TNK | five days earlier | +1.72% | final price |
| USO | that day | +3.06% | still updating |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| XLE | that day | +2.12% | still updating |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
| XOM | that day | +1.94% | still updating |
| XOM | three days earlier | -0.17% | final price |
| XOM | five days earlier | +0.46% | final price |
| ZIM | that day | -0.41% | still updating |
| ZIM | three days earlier | +0.29% | final price |
| ZIM | five days earlier | +0.53% | final price |
Energy
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 36 days before publication. Filed 13 Oct 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).
How solid the energy case looks
12 out of 100Price not final
“Brent crude hits highest since June 2022 on fears of renewed US strikes on Iran” scores 12 out of 100. The score uses 1 sources. The price is not final yet.