How a New “Arab Dark Fleet” Keeps Hormuz Oil Flowing
Published . Updated .
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This report is about oil and tanker shipping.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.
- XOM ExxonMobil Holdings+2.0% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron+9.6% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- FRO Frontline+10.3% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story.
- COP ConocoPhillips+11.6% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) 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 “oil” (tanker 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 |
|---|---|---|---|---|---|---|---|
| USO | -2.37% | +3.62% | base | +1.87% | +2.20% | +3.20% | -4.19% |
| XLE | -0.12% | +1.60% | base | +0.34% | +0.71% | +2.59% | -1.42% |
| BWET | -11.45% | -0.12% | base | +0.36% | +4.46% | +4.46% | +1.56% |
| XOM | -1.00% | +1.85% | base | +1.22% | +1.40% | +4.10% | -0.06% |
| CVX | -0.66% | +2.17% | base | +0.45% | — | — | — |
| FRO | -4.64% | -1.64% | base | +4.04% | +5.13% | +5.66% | -3.03% |
| COP | -1.53% | +1.93% | base | +0.74% | +1.38% | +4.12% | -0.73% |
| DHT | +0.06% | +1.80% | base | +2.01% | +4.02% | +3.40% | -0.60% |
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.
How a New “Arab Dark Fleet” Keeps Hormuz Oil Flowing Windward
Source: Windward
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | +0.36% | final price |
| BWET | the next day | +4.46% | final price |
| BWET | two days later | +4.46% | final price |
| BWET | three days later | +1.56% | final price |
| BWET | three days earlier | -0.12% | final price |
| BWET | five days earlier | -11.45% | final price |
| COP | that day | +0.74% | final price |
| COP | the next day | +1.38% | final price |
| COP | two days later | +4.12% | final price |
| COP | three days later | -0.73% | final price |
| COP | three days earlier | +1.93% | final price |
| COP | five days earlier | -1.53% | final price |
| CVX | that day | +0.45% | final price |
| CVX | three days earlier | +2.17% | final price |
| CVX | five days earlier | -0.66% | final price |
| DHT | that day | +2.01% | final price |
| DHT | the next day | +4.02% | final price |
| DHT | two days later | +3.40% | final price |
| DHT | three days later | -0.60% | final price |
| DHT | three days earlier | +1.80% | final price |
| DHT | five days earlier | +0.06% | final price |
| FRO | that day | +4.04% | final price |
| FRO | the next day | +5.13% | final price |
| FRO | two days later | +5.66% | final price |
| FRO | three days later | -3.03% | final price |
| FRO | three days earlier | -1.64% | final price |
| FRO | five days earlier | -4.64% | final price |
| USO | that day | +1.87% | final price |
| USO | the next day | +2.20% | final price |
| USO | two days later | +3.20% | final price |
| USO | three days later | -4.19% | final price |
| USO | three days earlier | +3.62% | final price |
| USO | five days earlier | -2.37% | final price |
| XLE | that day | +0.34% | final price |
| XLE | the next day | +0.71% | final price |
| XLE | two days later | +2.59% | final price |
| XLE | three days later | -1.42% | final price |
| XLE | three days earlier | +1.60% | final price |
| XLE | five days earlier | -0.12% | final price |
| XOM | that day | +1.22% | final price |
| XOM | the next day | +1.40% | final price |
| XOM | two days later | +4.10% | final price |
| XOM | three days later | -0.06% | final price |
| XOM | three days earlier | +1.85% | final price |
| XOM | five days earlier | -1.00% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 14 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 58 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 89 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 14 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 35 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 65 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 68 days before publication. Filed 8 Oct 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).
Strait of Hormuz, seven days against thirty
Geopolitics Alpha has 195 stories about Strait of Hormuz from the past 7 days and 512 stories from the past 30. That is faster than its usual pace over the past month. “How a New “Arab Dark Fleet” Keeps Hormuz Oil Flowing” is tagged to Strait of Hormuz.
How solid “How a New “Arab Dark Fleet” Keeps Hormuz Oil Flowing” looks
12 out of 100
“How a New “Arab Dark Fleet” Keeps Hormuz Oil Flowing” scores 12 out of 100. The score uses 1 sources.