Geopolitics Alpha

Hormuz Is Turning Shipping's Fuel Bill Into a Supply Crisis

Published . Updated .

Hormuz Is Turning Shipping's Fuel Bill Into a Supply Crisis Crude Oil Prices Today | OilPrice.com

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

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • 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———————
ZIM———————
MATX———————
XOM———————
DAL———————

Hormuz Is Turning Shipping's Fuel Bill Into a Supply Crisis Crude Oil Prices Today | OilPrice.com

Source: Crude Oil Prices Today | OilPrice.com

Where this story sits: Strait of Hormuz

Strait of Hormuz has 198 linked stories in the last 7 days and 198 in the last 30 on the page that also carries “Hormuz Is Turning Shipping's Fuel Bill Into a Supply Crisis.” The recent pace is rising.

How solid the energy case looks

38 out of 100

“Hormuz Is Turning Shipping's Fuel Bill Into a Supply Crisis” scores 38 out of 100. The score uses 3 sources.