China’s Gulf oil imports forecast to near pre-Iran war high as shipments rebound
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+1.5%
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+0.9%
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR+4.9%
Energy companies move with Iran supply risk
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- ZIM ZIM Integrated Shipping-1.9%
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines-0.7%
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 | +2.40% | -1.15% | base | -0.12% | after close | after close | after close |
| INSW | +1.62% | -5.88% | base | -2.56% | after close | after close | after close |
| DHT | -2.94% | -4.60% | base | -0.04% | after close | after close | after close |
| TNK | +1.23% | -1.21% | base | -0.71% | after close | after close | after close |
| USO | -1.53% | +0.69% | base | +1.72% | after close | after close | after close |
| XLE | -2.35% | -0.51% | base | -0.84% | after close | after close | after close |
| LMT | -3.46% | -0.65% | base | +6.92% | after close | after close | after close |
| RTX | -2.43% | +0.25% | base | +1.56% | after close | after close | after close |
| ZIM | +1.29% | -0.57% | base | -0.33% | after close | after close | after close |
| DAL | +0.50% | -3.92% | base | +2.03% | 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
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
China’s Gulf oil imports forecast to near pre-Iran war high as shipments rebound South China Morning Post
Source: South China Morning Post
Energy
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | +2.03% | final price |
| DAL | three days earlier | -3.92% | final price |
| DAL | five days earlier | +0.50% | final price |
| DHT | that day | -0.04% | final price |
| DHT | three days earlier | -4.60% | final price |
| DHT | five days earlier | -2.94% | final price |
| FRO | that day | -0.12% | final price |
| FRO | three days earlier | -1.15% | final price |
| FRO | five days earlier | +2.40% | final price |
| INSW | that day | -2.56% | final price |
| INSW | three days earlier | -5.88% | final price |
| INSW | five days earlier | +1.62% | final price |
| LMT | that day | +6.92% | final price |
| LMT | three days earlier | -0.65% | final price |
| LMT | five days earlier | -3.46% | final price |
| RTX | that day | +1.56% | final price |
| RTX | three days earlier | +0.25% | final price |
| RTX | five days earlier | -2.43% | final price |
| TNK | that day | -0.71% | final price |
| TNK | three days earlier | -1.21% | final price |
| TNK | five days earlier | +1.23% | final price |
| USO | that day | +1.72% | final price |
| USO | three days earlier | +0.69% | final price |
| USO | five days earlier | -1.53% | final price |
| XLE | that day | -0.84% | final price |
| XLE | three days earlier | -0.51% | final price |
| XLE | five days earlier | -2.35% | final price |
| XOM | that day | +0.06% | final price |
| XOM | three days earlier | +0.08% | final price |
| XOM | five days earlier | -1.88% | final price |
| ZIM | that day | -0.33% | final price |
| ZIM | three days earlier | -0.57% | final price |
| ZIM | five days earlier | +1.29% | final price |
Energy
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 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 29 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 35 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
25 out of 100
“China’s Gulf oil imports forecast to near pre-Iran war high as shipments rebound” scores 25 out of 100. The score uses 2 sources.