Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained
Published . Updated .
It is unclear how long the recovery can be sustained given that it relies on the U.S. military protecting tankers in the Persian Gulf.
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
It is unclear how long the recovery can be sustained given that it relies on U.S. military protecting tankers in the Persian Gulf.
Source: CNBC Top
United States Gasoline Fund (UGA) since this story, compared with the market
Since the first closing price after “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained,” United States Gasoline Fund (UGA) is -6.10%. The S&P 500 fund (SPY) is +0.33% over the same days, a -6.43% difference versus the market. energy stocks (XLE) is +8.15%, a -14.25% difference versus that group of stocks.
Strait of Hormuz, seven days against thirty
Strait of Hormuz has 195 linked stories in the last 7 days and 195 in the last 30 on the page that also carries “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained.” The recent pace is rising.
Companies in energy around United States Gasoline Fund (UGA)
Companies carried with this story
- UGA United States Gasoline Fund
United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence in the 30 Sep 2026 story “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- GSG iShares S&P GSCI Commodity-Indexed Trust
iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence in the 30 Sep 2026 story “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- VDE Vanguard World Fd
In “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained,” Vanguard World Fd (VDE) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- FENY
For “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- IEZ Ishares U.S. Oil Equipment & Services Etf
Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 30 Sep 2026 story “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- BNO United States Brent Oil Fund
For “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
In “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- USO United States Oil Fund
For “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
How energy news reaches United States Gasoline Fund (UGA)
United States Gasoline Fund (UGA) is the company in “Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained,” the 30 Sep 2026 Strait of Hormuz story.
For United States Gasoline Fund (UGA), the reason on file says Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
iShares S&P GSCI Commodity-Indexed Trust (GSG) is here too. Its reason reads: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
The price range for United States Gasoline Fund (UGA), and the dates in the story
GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49. VDE traded between 176.54 and 190.84 across 10 sessions. The latest close on file is 189.01.
The energy score for United States Gasoline Fund (UGA)
46 out of 100
“Crude oil exports through the Strait of Hormuz hit prewar levels, but fuel shipments remain constrained” scores 46 out of 100. The score uses 1 sources, and 16 linked companies.