How Did Myanmar Hide Iranian Jet Fuel Imports to Evade US Sanctions?
Published . Updated .
This report is about oil and airlines. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “fuel imports” (oil) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+8.2% 30d
United States Oil Fund: its price follows crude oil. Linked by “fuel imports” (oil) in this story.
- XLE Energy Select Sector SPDR+7.4% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “fuel imports” (oil) in this story.
- JETS U.S. Global Jets ETF-7.3% 30d
U.S. Global Jets ETF: it holds airlines. Linked by “jet fuel” (airlines) in this story.
- BWET Breakwave Tanker Shipping ETF+64.8% 18d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iranian” (tanker shipping) in this story.
- EEM iShares MSCI Emerging Markets ETF-0.3% 30d
iShares MSCI Emerging Markets ETF holds stocks listed in emerging markets, which this story is about (“myanmar”).
- XOM ExxonMobil Holdings+11.0% 11d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “fuel imports” (oil) in this story.
- CVX Chevron+9.9% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “fuel imports” (oil) in this story.
- OXY Occidental Petroleum+3.8% 18d
Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “fuel imports” (oil) 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 | -5.13% | -5.78% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| JETSNo price data for this ticker | — | — | — | — | — | — | — |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| EEMNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -2.72% | -2.80% | base | after close | after close | after close | after close |
| CVX | -3.75% | -2.77% | base | after close | after close | after close | after close |
| OXY | -2.23% | -2.27% | base | -0.07% | 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.
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How Did Myanmar Hide Iranian Jet Fuel Imports to Evade US Sanctions? Modern Diplomacy
Source: Modern Diplomacy
Delta Air Lines (DAL)
Across 10 earlier stories, Delta Air Lines (DAL) the next day averaged -3.49%. The largest gain was -1.85% and the largest drop was -4.31%, from 3 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | the next day | -3.49% | -1.85% | -4.31% | 3 |
| Delta Air Lines (DAL) | three days later | -6.00% | -5.92% | -6.17% | 3 |
| U.S. Global Jets Etf (JETS) | the next day | -2.80% | -0.93% | -4.31% | 7 |
| U.S. Global Jets Etf (JETS) | three days later | -4.09% | -3.32% | -4.52% | 7 |
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Delta Air Lines (DAL) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| CVX | three days earlier | -2.77% | final price |
| CVX | five days earlier | -3.75% | final price |
| OXY | that day | -0.07% | still updating |
| OXY | three days earlier | -2.27% | final price |
| OXY | five days earlier | -2.23% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | 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 56 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 87 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 33 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 54 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 61 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Occidental Petroleum (OXY), worth $100,001 - $250,000 on 21 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold United Airlines Holdings (UAL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought United Airlines Holdings (UAL) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 84 days before publication. Filed 4 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).
Who gains and who loses around Delta Air Lines (DAL)
Companies that tend to pay
- DAL Delta Air Lines
For “How Did Myanmar Hide Iranian Jet Fuel Imports to Evade US Sanctions?,” Delta Air Lines (DAL) tends to be hurt, medium confidence. Reason on file: Airlines pay more for fuel when oil prices jump. Linked by “jet fuel” in this story
- UAL United Airlines Holdings
United Airlines Holdings (UAL) tends to be hurt, medium confidence in the 26 Oct 2026 story “How Did Myanmar Hide Iranian Jet Fuel Imports to Evade US Sanctions?.” Reason on file: Airlines pay more for fuel when oil prices jump. Linked by “jet fuel” in this story
No up or down call on file
- JETS U.S. Global Jets Etf
In “How Did Myanmar Hide Iranian Jet Fuel Imports to Evade US Sanctions?,” U.S. Global Jets Etf (JETS) is linked, with no stored direction, medium confidence. Reason on file: U.S. Global Jets ETF is a airlines fund in the watchlist universe. Linked by “jet fuel” in this story
Delta Air Lines (DAL)
On 26 Oct 2026, “How Did Myanmar Hide Iranian Jet Fuel Imports to Evade US Sanctions?” is the story that connects Delta Air Lines (DAL) to this story.
What ties Delta Air Lines (DAL) to the headline is this: Airlines pay more for fuel when oil prices jump. Linked by “jet fuel” in this story
A second company, United Airlines Holdings (UAL), is listed for a different reason: Airlines pay more for fuel when oil prices jump. Linked by “jet fuel” in this story
Price levels for Delta Air Lines (DAL)
DAL traded between 74.14 and 86.14 across 20 sessions. The latest close on file is 76.76. JETS traded between 25.57 and 28.85 across 20 sessions. The latest close on file is 26.11. UAL traded between 104.63 and 118.24 across 16 sessions. The latest close on file is 109.99.
How strong the case is around Delta Air Lines (DAL)
27 out of 100Price not final
“How Did Myanmar Hide Iranian Jet Fuel Imports to Evade US Sanctions?” scores 27 out of 100. The score uses 1 sources, and 3 linked companies. The price is not final yet.