Geopolitics Alpha

Gas Costs 34 Percent More Than a Year Ago

Published . Updated .

Energy prices have surged since the start of war with Iran, lifting inflation in the United States.

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • 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———————
XOM———————
DAL———————

Energy prices have surged since the start of war with Iran, lifting inflation in the United States.

Source: The New York Times

Defense

SPY
XLI

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How solid “Gas Costs 34 Percent More Than a Year Ago” looks

12 out of 100

“Gas Costs 34 Percent More Than a Year Ago” scores 12 out of 100. The score uses 1 sources.