Geopolitics Alpha

French Navy Boards Sanctioned Russian Shadow Tanker DF Peak in Indian Ocean

Published . Updated .

ENERGYFrench Navy Boards SanctionedRussian Shadow Tanker DF Peak inIndian OceanGEOPOLITICS ALPHA

This report is about Tanker rates and Sanctions. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike. Linked by “tanker” in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF+64.8% 18d

    Tracks tanker freight-rate futures. Linked by “tanker” in this story

  • FRO Frontline+4.7% 30d

    Tanker operators earn more when freight rates spike. Linked by “tanker” in this story

  • INSW International Seaways+0.8% 6d

    Tanker operators earn more when freight rates spike. Linked by “tanker” in this story

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike. Linked by “tanker” in this story

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike. Linked by “tanker” in this story

  • BNO United States Brent Oil Fund+14.2% 30d

    Tracks Brent when sanctioned barrels leave the market. Linked by “sanction + tanker” in this story

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWETNo price data for this ticker———————
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%
BNONo price data for this ticker———————

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

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French Navy Boards Sanctioned Russian Shadow Tanker DF Peak in Indian Ocean The SOFX Report

Source: The SOFX Report

Energy

CompanyWhenMoveStatus
DHTthat day-6.10%final price
DHTthe next day-11.78%final price
DHTtwo days later-11.22%final price
DHTthree days later-13.29%final price
DHTthree days earlier-7.26%final price
DHTfive days earlier-10.73%final price
FROthat day-4.68%final price
FROthe next day-10.98%final price
FROtwo days later-11.10%final price
FROthree days later-14.06%final price
FROthree days earlier-4.93%final price
FROfive days earlier-10.06%final price
INSWthat day-5.08%final price
INSWthe next day-9.51%final price
INSWtwo days later-12.06%final price
INSWthree days later-16.19%final price
INSWthree days earlier-4.12%final price
INSWfive days earlier-6.50%final price
TNKthat day-4.36%final price
TNKthe next day-8.79%final price
TNKtwo days later-8.99%final price
TNKthree days later-10.98%final price
TNKthree days earlier-0.15%final price
TNKfive days earlier-3.97%final price
SPY
XLE

How solid the energy case looks

12 out of 100

“French Navy Boards Sanctioned Russian Shadow Tanker DF Peak in Indian Ocean” scores 12 out of 100. The score uses 1 sources.