Despite Rumors, Logistical Shortfalls Rule Out Russian-Iranian Oil Blending
Published . Updated .
Speculation has recently mounted that Iran is managing to export its crude oil using routes over the Caspian Sea. Given the Iranian regime’s sanctions...
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline+4.7%
Tanker operators earn more when freight rates spike
- INSW International Seaways+0.8%
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+8.2%
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR+7.4%
Energy companies move with Iran supply risk
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- RTX RTX-2.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- DAL Delta Air Lines-3.8%
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 | -10.06% | -4.93% | base | -4.68% | -10.98% | -11.10% | -14.06% |
| INSW | -6.50% | -4.12% | base | -5.08% | -9.51% | -12.06% | -16.19% |
| DHT | -10.73% | -7.26% | base | -6.10% | -11.78% | -11.22% | -13.29% |
| TNK | -3.97% | -0.15% | base | -4.36% | -8.79% | -8.99% | -10.98% |
| USO | -5.98% | -3.16% | base | +0.36% | +2.76% | +5.66% | +5.08% |
| XLE | -5.66% | -3.14% | base | +0.65% | -0.95% | +1.56% | +0.92% |
| LMT | -0.92% | +1.14% | base | +3.61% | +5.75% | +9.58% | +8.82% |
| RTX | -1.50% | +1.61% | base | +1.86% | +2.15% | +5.97% | +4.95% |
| NOC | -1.60% | -0.11% | base | +2.97% | +3.70% | +8.03% | +6.07% |
| DAL | +4.31% | +3.29% | base | -3.63% | -1.85% | -5.25% | -6.17% |
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.
Despite Rumors, Logistical Shortfalls Rule Out Russian-Iranian Oil Blending The Maritime Executive
Source: The Maritime Executive
Energy
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | -3.63% | final price |
| DAL | the next day | -1.85% | final price |
| DAL | two days later | -5.25% | final price |
| DAL | three days later | -6.17% | final price |
| DAL | three days earlier | +3.29% | final price |
| DAL | five days earlier | +4.31% | final price |
| DHT | that day | -6.10% | final price |
| DHT | the next day | -11.78% | final price |
| DHT | two days later | -11.22% | final price |
| DHT | three days later | -13.29% | final price |
| DHT | three days earlier | -7.26% | final price |
| DHT | five days earlier | -10.73% | final price |
| FRO | that day | -4.68% | final price |
| FRO | the next day | -10.98% | final price |
| FRO | two days later | -11.10% | final price |
| FRO | three days later | -14.06% | final price |
| FRO | three days earlier | -4.93% | final price |
| FRO | five days earlier | -10.06% | final price |
| INSW | that day | -5.08% | final price |
| INSW | the next day | -9.51% | final price |
| INSW | two days later | -12.06% | final price |
| INSW | three days later | -16.19% | final price |
| INSW | three days earlier | -4.12% | final price |
| INSW | five days earlier | -6.50% | final price |
| LMT | that day | +3.61% | final price |
| LMT | the next day | +5.75% | final price |
| LMT | two days later | +9.58% | final price |
| LMT | three days later | +8.82% | final price |
| LMT | three days earlier | +1.14% | final price |
| LMT | five days earlier | -0.92% | final price |
| NOC | that day | +2.97% | final price |
| NOC | the next day | +3.70% | final price |
| NOC | two days later | +8.03% | final price |
| NOC | three days later | +6.07% | final price |
| NOC | three days earlier | -0.11% | final price |
| NOC | five days earlier | -1.60% | final price |
| RTX | that day | +1.86% | final price |
| RTX | the next day | +2.15% | final price |
| RTX | two days later | +5.97% | final price |
| RTX | three days later | +4.95% | final price |
| RTX | three days earlier | +1.61% | final price |
| RTX | five days earlier | -1.50% | final price |
| TNK | that day | -4.36% | final price |
| TNK | the next day | -8.79% | final price |
| TNK | two days later | -8.99% | final price |
| TNK | three days later | -10.98% | final price |
| TNK | three days earlier | -0.15% | final price |
| TNK | five days earlier | -3.97% | final price |
| USO | that day | +0.36% | final price |
| USO | the next day | +2.76% | final price |
| USO | two days later | +5.66% | final price |
| USO | three days later | +5.08% | final price |
| USO | three days earlier | -3.16% | final price |
| USO | five days earlier | -5.98% | final price |
| XLE | that day | +0.65% | final price |
| XLE | the next day | -0.95% | final price |
| XLE | two days later | +1.56% | final price |
| XLE | three days later | +0.92% | final price |
| XLE | three days earlier | -3.14% | final price |
| XLE | five days earlier | -5.66% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 21 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 21 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 27 days before publication. Filed 13 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold RTX, worth $100,001 - $250,000 on 31 Jul 2026. That is 75 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought RTX, worth $1,001 - $15,000 on 23 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Northrop Grumman (NOC), worth $15,001 - $50,000 on 23 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Northrop Grumman (NOC), worth $250,001 - $500,000 on 20 Jul 2026. That is 86 days before publication. Filed 22 Sep 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 100
“Despite Rumors, Logistical Shortfalls Rule Out Russian-Iranian Oil Blending” scores 12 out of 100. The score uses 1 sources.