Geopolitics Alpha

Gulf Oil Exports Climb Above Levels Seen Before the Iran War as Tankers Brave Attacks

Published . Updated .

Gulf Oil Exports Climb Above Levels Seen Before the Iran War as Tankers Brave Attacks UNITED24 Media

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

  • 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———————
USO———————
XLE———————
LMT———————
RTX———————
ZIM———————
DAL———————

Gulf Oil Exports Climb Above Levels Seen Before the Iran War as Tankers Brave Attacks UNITED24 Media

Source: UNITED24 Media

How solid the energy case looks

12 out of 100

“Gulf Oil Exports Climb Above Levels Seen Before the Iran War as Tankers Brave Attacks” scores 12 out of 100. The score uses 1 sources.