Hormuz LNG Crossings Increase as Qatar Steps Up Dark Loadings
Published . Updated .
This report is about Tanker rates and Gulf supply. 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+1.4%
Tanker operators earn more when freight rates spike
- INSW International Seaways-1.4%
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+4.9%
Tracks U.S. crude prices when Gulf supply is at risk
- XLE Energy Select Sector SPDR+3.8%
Energy companies move with a Gulf supply scare
- ZIM ZIM Integrated Shipping-2.2%
Container lines are exposed when a shipping lane is disrupted
- MATX Matson-5.7%
Container lines are exposed when a shipping lane is disrupted
- XOM Exxon Mobil+7.9%
Oil producers earn more when crude prices rise
- DAL Delta Air Lines-0.8%
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 | +2.38% | -1.82% | base | +3.53% | after close | after close | after close |
| INSW | +1.36% | -3.49% | base | +3.54% | after close | after close | after close |
| DHT | -2.28% | -3.23% | base | +1.88% | after close | after close | after close |
| TNK | +1.72% | -0.66% | base | +2.67% | after close | after close | after close |
| USO | -0.46% | -1.11% | base | +3.60% | after close | after close | after close |
| XLE | +0.97% | +0.55% | base | +2.97% | after close | after close | after close |
| ZIM | +0.53% | +0.29% | base | +0.21% | after close | after close | after close |
| MATX | +3.16% | +4.40% | base | -0.01% | after close | after close | after close |
| XOM | +0.46% | -0.17% | base | +2.82% | after close | after close | after close |
| DAL | -4.91% | -3.24% | base | -3.68% | after close | after close | after close |
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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Hormuz LNG Crossings Increase as Qatar Steps Up Dark Loadings Natural Gas Intelligence
Source: Natural Gas Intelligence
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +2.96% | still updating |
| CVX | three days earlier | -0.41% | final price |
| CVX | five days earlier | -0.70% | final price |
| DAL | that day | -3.68% | still updating |
| DAL | three days earlier | -3.24% | final price |
| DAL | five days earlier | -4.91% | final price |
| DHT | that day | +1.88% | still updating |
| DHT | three days earlier | -3.23% | final price |
| DHT | five days earlier | -2.28% | final price |
| FRO | that day | +3.53% | still updating |
| FRO | three days earlier | -1.82% | final price |
| FRO | five days earlier | +2.38% | final price |
| INSW | that day | +3.54% | still updating |
| INSW | three days earlier | -3.49% | final price |
| INSW | five days earlier | +1.36% | final price |
| MATX | that day | -0.01% | still updating |
| MATX | three days earlier | +4.40% | final price |
| MATX | five days earlier | +3.16% | final price |
| STNG | that day | +2.56% | still updating |
| STNG | three days earlier | -2.04% | final price |
| STNG | five days earlier | -1.22% | final price |
| TNK | that day | +2.67% | still updating |
| TNK | three days earlier | -0.66% | final price |
| TNK | five days earlier | +1.72% | final price |
| USO | that day | +3.60% | still updating |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| XLE | that day | +2.97% | still updating |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
| XOM | that day | +2.82% | still updating |
| XOM | three days earlier | -0.17% | final price |
| XOM | five days earlier | +0.46% | final price |
| ZIM | that day | +0.21% | still updating |
| ZIM | three days earlier | +0.29% | final price |
| ZIM | five days earlier | +0.53% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 53 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 84 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 busy Strait of Hormuz has been lately
Strait of Hormuz has 254 linked stories in the last 7 days and 254 in the last 30 on the page that also carries “Hormuz LNG Crossings Increase as Qatar Steps Up Dark Loadings.” The recent pace is rising.
How solid the energy case looks
12 out of 100Price not final
“Hormuz LNG Crossings Increase as Qatar Steps Up Dark Loadings” scores 12 out of 100. The score uses 1 sources. The price is not final yet.