Geopolitics Alpha

Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084

Published . Updated .

Department of Agriculture / Forest Service awarded 10 TANKER AIR CARRIER, LLC $34,951,084.

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———————

Department of Agriculture -> 10 TANKER AIR CARRIER, LLC

Source: usaspending

United States Brent Oil Fund (BNO) since this story, compared with the market

Since the first closing price after “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084,” United States Brent Oil Fund (BNO) is +2.99%. The S&P 500 fund (SPY) is -1.47% over the same days, a +4.46% difference versus the market.

BNO
SPY

Who gains and who loses around United States Brent Oil Fund (BNO)

Companies tied to this story

  • BNO United States Brent Oil Fund

    For “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084,” 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

  • UGA United States Gasoline Fund

    In “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084,” United States Gasoline Fund (UGA) 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

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    For “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084,” 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

    Vanguard World Fd (VDE) is linked, with no stored direction, high confidence in the 9 Oct 2026 story “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084.” 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

    In “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084,” 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

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

    State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 9 Oct 2026 story “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084.” 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

    In “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084,” 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

How “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084” reaches United States Brent Oil Fund (BNO)

The 9 Oct 2026 story “Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084” names United States Brent Oil Fund (BNO) because of this story.

The link for United States Brent Oil Fund (BNO) is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

A second company, United States Gasoline Fund (UGA), is listed for a different reason: 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 Brent Oil Fund (BNO), and the dates in the story

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. 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.

A simple score for United States Brent Oil Fund (BNO)

46 out of 100

“Federal award to 10 TANKER AIR CARRIER, LLC — $34,951,084” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.