Geopolitics Alpha

Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs

Published . Updated .

Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs ABP Live English

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

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • STNG Scorpio Tankers

    Tanker operators earn more when freight rates spike

  • 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———————
ZIM———————
MATX———————
XOM———————
CVX———————
STNG———————
DAL———————

Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs ABP Live English

Source: ABP Live English

Price since this story was published: FENY

Since the first closing price after “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs,” FENY is +5.80%. The S&P 500 fund (SPY) is -0.88% over the same days, a +6.69% difference versus the market. energy stocks (XLE) is +9.77%, a -3.97% difference versus that group of stocks.

FENY
SPY
XLE

Companies in energy around FENY

Companies tied to this story

  • FENY

    For “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs,” 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

    For “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs,” Ishares U.S. Oil Equipment & Services Etf (IEZ) 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

  • BNO United States Brent Oil Fund

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 21 Sep 2026 story “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • UGA United States Gasoline Fund

    United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence in the 21 Sep 2026 story “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs.” 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

    For “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs,” iShares S&P GSCI Commodity-Indexed Trust (GSG) 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

  • VDE Vanguard World Fd

    For “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs,” 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

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    In “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs,” 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 Tanker Shortage Hits India Shipping Costs Surge To Record Highs,” 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

FENY and the energy link

FENY is the company in “Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs,” the 21 Sep 2026 Energy story.

What ties FENY to the headline is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Also listed, Ishares U.S. Oil Equipment & Services Etf (IEZ): Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Price levels for FENY

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. FENY traded between 34.72 and 37.59 across 10 sessions. The latest close on file is 37.19. IEZ traded between 25.75 and 28.18 across 20 sessions. The latest close on file is 26.76.

How strong the case is around FENY

46 out of 100

“Crude Oil Tanker Shortage Hits India Shipping Costs Surge To Record Highs” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.