Geopolitics Alpha

Dawson, McGowan debate Iran war, tariffs and data centers in Iowa’s 4th District race

Published . Updated .

Dawson, McGowan debate Iran war, tariffs and data centers in Iowa’s 4th District race KCCI

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

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • 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———————
USO———————
XLE———————
LMT———————
RTX———————
AAPL———————
DAL———————

Dawson, McGowan debate Iran war, tariffs and data centers in Iowa’s 4th District race KCCI

Source: KCCI

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“Dawson, McGowan debate Iran war, tariffs and data centers in Iowa’s 4th District race” scores 12 out of 100. The score uses 1 sources.