Hormuz tanker attacks mount
Published . Updated .
Key takeaways
- The maritime security crisis around the Strait of Hormuz has taken another dangerous turn, with two tankers attacked yesterday and Iran claiming that three vessels have struck naval mines while attempting to navigate the strategic waterway.
- Exposed: BWET, USO, ITA, FRO, DHT
- Market reaction: BWET +4.9% on the day (still updating); USO +2.4% on the day (still updating); DHT +4.9% on the day (still updating)
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The maritime security crisis around the Strait of Hormuz has taken another dangerous turn, with two tankers attacked yesterday and Iran claiming that three vessels have struck naval mines while attempting to navigate the strategic waterway. UK Maritime Trade Operations (UKMTO)
Directly affected
- No company is named in this report.
Indirectly affected
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “hormuz” (oil) in this story.
- EWU iShares MSCI United Kingdom ETF-0.6% 15d
iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”).
- FRO Frontline+1.0% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- TNK Teekay Tankers
Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- INSW International Seaways-10.7% 18d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- ZIM ZIM Integrated Shipping Services-1.2% 30d
ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “vessel” (container shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWET | +35.67% | +29.19% | base | +4.90% | after close | after close | after close |
| USO | +2.78% | +4.95% | base | +2.37% | after close | after close | after close |
| EWU | +2.09% | -1.48% | base | -0.84% | after close | after close | after close |
| FRO | +10.52% | +3.52% | base | +4.39% | after close | after close | after close |
| TNK | +3.72% | +0.36% | base | +3.09% | after close | after close | after close |
| DHT | +6.01% | -0.62% | base | +4.90% | after close | after close | after close |
| INSW | +1.26% | -0.13% | base | +3.20% | after close | after close | after close |
| ZIM | +1.49% | -0.50% | base | +3.31% | 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.
Hormuz tanker attacks mount Splash247
Source: Splash247
16 earlier Strait of Hormuz stories for Amplify Commodity Trust (BWET)
Those 16 earlier stories put Amplify Commodity Trust (BWET) at an average move of -22.09% the next day. Largest gain -19.70%, largest drop -22.25%, from 16 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | -22.09% | -19.70% | -22.25% | 16 |
| Amplify Commodity Trust (BWET) | three days later | -30.61% | -30.61% | -30.61% | 1 |
| United States Oil Fund (USO) | the next day | -7.15% | -6.32% | -7.20% | 16 |
| United States Oil Fund (USO) | three days later | -5.17% | -4.86% | -9.82% | 16 |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | -0.88% | -0.88% | -0.88% | 3 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | -3.54% | -3.54% | -3.54% | 3 |
| Frontline (FRO) | the next day | -7.65% | -7.65% | -7.65% | 7 |
| Frontline (FRO) | three days later | -12.44% | -12.44% | -12.44% | 7 |
- Aramco expanding East-West Pipeline that avoids Hormuz
- UNCTAD: Tanker freight rates and bunker costs surge amid Hormuz disruptions
- Hormuz crisis drives shipping costs to more than 30% of barrel value, ADNOC chief executive says
- Aramco Targets Hormuz Bypass with East-West Pipeline Expansion
- Watch US Hits Iran’s Qeshm Island as Hormuz Talks Keep Oil Markets on Edge
- Strait of Hormuz Disruptions: Soaring fuel prices and the burden of inflation
Amplify Commodity Trust (BWET) compared with energy stocks (XLE) since 11 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | +4.90% | still updating |
| Amplify Commodity Trust (BWET) | three days earlier | +29.19% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.67% | final price |
| DHT Holdings (DHT) | that day | +4.90% | still updating |
| DHT Holdings (DHT) | three days earlier | -0.62% | final price |
| DHT Holdings (DHT) | five days earlier | +6.01% | final price |
| EWU | that day | -0.84% | still updating |
| EWU | three days earlier | -1.48% | final price |
| EWU | five days earlier | +2.09% | final price |
| Frontline (FRO) | that day | +4.39% | still updating |
| Frontline (FRO) | three days earlier | +3.52% | final price |
| Frontline (FRO) | five days earlier | +10.52% | final price |
| International Seaways (INSW) | that day | +3.20% | still updating |
| International Seaways (INSW) | three days earlier | -0.13% | final price |
| International Seaways (INSW) | five days earlier | +1.26% | final price |
| Teekay Tankers (TNK) | that day | +3.09% | still updating |
| Teekay Tankers (TNK) | three days earlier | +0.36% | final price |
| Teekay Tankers (TNK) | five days earlier | +3.72% | final price |
| United States Oil Fund (USO) | that day | +2.37% | still updating |
| United States Oil Fund (USO) | three days earlier | +4.95% | final price |
| United States Oil Fund (USO) | five days earlier | +2.78% | final price |
| ZIM | that day | +3.31% | still updating |
| ZIM | three days earlier | -0.50% | final price |
| ZIM | five days earlier | +1.49% | final price |
Members of Congress who traded Amplify Commodity Trust (BWET) near this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 72 days before publication. Filed 25 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
Geopolitics Alpha has 212 stories about Strait of Hormuz from the past 7 days and 695 stories from the past 30. That is about its usual pace over the past month. “Hormuz tanker attacks mount” is tagged to Strait of Hormuz.
Who gains and who loses around Amplify Commodity Trust (BWET)
Companies that tend to gain
- FRO Frontline
For “Hormuz tanker attacks mount,” Frontline (FRO) tends to benefit, medium confidence. Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- DHT DHT Holdings
For “Hormuz tanker attacks mount,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- INSW International Seaways
For “Hormuz tanker attacks mount,” International Seaways (INSW) tends to benefit, medium confidence. Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- TNK Teekay Tankers
For “Hormuz tanker attacks mount,” Teekay Tankers (TNK) tends to benefit, medium confidence. Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
No up or down call on file
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Hormuz tanker attacks mount.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Hormuz tanker attacks mount.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “hormuz” (oil) in this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Hormuz tanker attacks mount,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “hormuz” (defense) in this story
- XOM ExxonMobil Holdings
For “Hormuz tanker attacks mount,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “hormuz” (oil) in this story
Amplify Commodity Trust (BWET) and the energy link
Amplify Commodity Trust (BWET) is the company in “Hormuz tanker attacks mount,” the 11 Nov 2026 Strait of Hormuz story.
The link for Amplify Commodity Trust (BWET) is this: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
Also listed, United States Oil Fund (USO): United States Oil Fund: its price follows crude oil. Linked by “hormuz” (oil) in this story
Dates and price levels for Amplify Commodity Trust (BWET)
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41.
A simple score for Amplify Commodity Trust (BWET)
46 out of 100Price not final
“Hormuz tanker attacks mount” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.