Geopolitics Alpha

Gulf exports more oil than it did before Iran war despite surge in Hormuz attacks

Published . Updated .

Gulf exports more oil than it did before Iran war despite surge in Hormuz attacks Middle East Eye

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

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with a Gulf supply scare

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • 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———————
XOM———————
RTX———————
DAL———————

Gulf exports more oil than it did before Iran war despite surge in Hormuz attacks Middle East Eye

Source: Middle East Eye

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How solid the energy case looks

12 out of 100

“Gulf exports more oil than it did before Iran war despite surge in Hormuz attacks” scores 12 out of 100. The score uses 1 sources.