Geopolitics Alpha

France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’

Published . Updated .

France seizes another 'shadow fleet' tanker; Russia decries 'piracy' Reuters

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

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    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

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
LMT-0.43%-0.82%—-1.60%+1.95%+4.06%+7.83%
RTX———————
NOC-0.38%-0.13%—-0.75%+2.20%+2.93%+7.22%
GD-1.12%-1.56%—-0.79%-0.15%+0.55%+2.69%
ZIM———————
DAL———————

France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’ gCaptain

Source: gCaptain

How far United States Brent Oil Fund (BNO) has moved since 13 Oct 2026

Since the first closing price after “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’,” United States Brent Oil Fund (BNO) is +3.14%. The S&P 500 fund (SPY) is -0.40% over the same days, a +3.53% difference versus the market. energy stocks (XLE) is +0.27%, a +2.87% difference versus that group of stocks.

CompanyWhenMoveStatus
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
ITAthat day-0.98%final price
ITAthe next day-0.89%final price
ITAtwo days later+0.37%final price
ITAthree days later+1.47%final price
ITAthree days earlier-0.59%final price
ITAfive days earlier+1.03%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
NOCthat day-0.75%final price
NOCthe next day+2.20%final price
NOCtwo days later+2.93%final price
NOCthree days later+7.22%final price
NOCthree days earlier-0.13%final price
NOCfive days earlier-0.38%final price
BNO
SPY
XLE

United States Brent Oil Fund (BNO) on one side of this energy story

Companies mentioned with this story

  • BNO United States Brent Oil Fund

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’.” 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

    For “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’,” 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

    In “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’,” 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

  • 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 13 Oct 2026 story “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’.” 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 “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’,” 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 “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’,” 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

    In “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’,” 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

  • FAN First Trust Global Wind Energy Etf

    First Trust Global Wind Energy Etf (FAN) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’.” Reason on file: GA selected FAN as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How energy news reaches United States Brent Oil Fund (BNO)

“France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’” (13 Oct 2026) reaches United States Brent Oil Fund (BNO) through Energy.

United States Brent Oil Fund (BNO) is on the page because Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Also listed, United States Gasoline Fund (UGA): Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Dates in the story, and the United States Brent Oil Fund (BNO) price range

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.

The energy score for United States Brent Oil Fund (BNO)

54 out of 100

“France Seizes Another ‘Shadow Fleet’ Tanker; Russia Decries ‘Piracy’” scores 54 out of 100. The score uses 2 sources, and 12 linked companies.