Global oil prices cross $100 a barrel as Iran war sends fuel prices surging
Published . Updated .
This report is about Tanker rates and Iran. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.
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
- ZIM ZIM Integrated Shipping-1.2%
Container lines are exposed when a shipping lane is disrupted
- 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 | +16.36% | +3.59% | base | -0.80% | +1.16% | +1.04% | +4.34% |
| INSW | +19.32% | +7.97% | base | -0.09% | +6.25% | +3.53% | +5.74% |
| DHT | +15.32% | +1.74% | base | +1.39% | +4.82% | +4.77% | +6.64% |
| TNK | +12.34% | +2.47% | base | -0.16% | +1.23% | +0.51% | +4.90% |
| USO | -4.83% | -2.20% | base | -0.11% | -0.68% | +1.02% | +5.37% |
| XLE | -0.91% | -1.84% | base | +0.23% | +0.52% | -0.32% | +2.23% |
| LMT | -8.11% | -2.82% | base | +0.06% | +0.66% | +7.62% | +10.44% |
| RTX | -4.71% | -2.67% | base | +0.65% | -0.24% | +1.31% | -0.43% |
| ZIM | +5.02% | +1.86% | base | +0.53% | +0.57% | +0.24% | +1.00% |
| DAL | +6.58% | +4.60% | base | +2.75% | +4.08% | +6.20% | +2.85% |
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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Global oil prices cross $100 a barrel as Iran war sends fuel prices surging ABC7 Bay Area
Source: ABC7 Bay Area
Energy
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | +2.75% | final price |
| DAL | the next day | +4.08% | final price |
| DAL | two days later | +6.20% | final price |
| DAL | three days later | +2.85% | final price |
| DAL | three days earlier | +4.60% | final price |
| DAL | five days earlier | +6.58% | final price |
| DHT | that day | +1.39% | final price |
| DHT | the next day | +4.82% | final price |
| DHT | two days later | +4.77% | final price |
| DHT | three days later | +6.64% | final price |
| DHT | three days earlier | +1.74% | final price |
| DHT | five days earlier | +15.32% | final price |
| FRO | that day | -0.80% | final price |
| FRO | the next day | +1.16% | final price |
| FRO | two days later | +1.04% | final price |
| FRO | three days later | +4.34% | final price |
| FRO | three days earlier | +3.59% | final price |
| FRO | five days earlier | +16.36% | final price |
| INSW | that day | -0.09% | final price |
| INSW | the next day | +6.25% | final price |
| INSW | two days later | +3.53% | final price |
| INSW | three days later | +5.74% | final price |
| INSW | three days earlier | +7.97% | final price |
| INSW | five days earlier | +19.32% | final price |
| LMT | that day | +0.06% | final price |
| LMT | the next day | +0.66% | final price |
| LMT | two days later | +7.62% | final price |
| LMT | three days later | +10.44% | final price |
| LMT | three days earlier | -2.82% | final price |
| LMT | five days earlier | -8.11% | final price |
| RTX | that day | +0.65% | final price |
| RTX | the next day | -0.24% | final price |
| RTX | two days later | +1.31% | final price |
| RTX | three days later | -0.43% | final price |
| RTX | three days earlier | -2.67% | final price |
| RTX | five days earlier | -4.71% | final price |
| TNK | that day | -0.16% | final price |
| TNK | the next day | +1.23% | final price |
| TNK | two days later | +0.51% | final price |
| TNK | three days later | +4.90% | final price |
| TNK | three days earlier | +2.47% | final price |
| TNK | five days earlier | +12.34% | final price |
| USO | that day | -0.11% | final price |
| USO | the next day | -0.68% | final price |
| USO | two days later | +1.02% | final price |
| USO | three days later | +5.37% | final price |
| USO | three days earlier | -2.20% | final price |
| USO | five days earlier | -4.83% | final price |
| XLE | that day | +0.23% | final price |
| XLE | the next day | +0.52% | final price |
| XLE | two days later | -0.32% | final price |
| XLE | three days later | +2.23% | final price |
| XLE | three days earlier | -1.84% | final price |
| XLE | five days earlier | -0.91% | final price |
| XOM | that day | -0.19% | final price |
| XOM | the next day | -0.08% | final price |
| XOM | two days later | -0.02% | final price |
| XOM | three days later | +2.80% | final price |
| XOM | three days earlier | -1.96% | final price |
| XOM | five days earlier | -2.32% | final price |
| ZIM | that day | +0.53% | final price |
| ZIM | the next day | +0.57% | final price |
| ZIM | two days later | +0.24% | final price |
| ZIM | three days later | +1.00% | final price |
| ZIM | three days earlier | +1.86% | final price |
| ZIM | five days earlier | +5.02% | 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.
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
38 out of 100
“Global oil prices cross $100 a barrel as Iran war sends fuel prices surging” scores 38 out of 100. The score uses 3 sources.