Geopolitics Alpha

How War Is Choking Global Oil Tanker Traffic in the Strait of Hormuz and Beyond

Published . Updated .

How War Is Choking Global Oil Tanker Traffic in the Strait of Hormuz and Beyond The National Interest

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

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • 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———————
LMT———————
RTX———————
ZIM———————
DAL———————

How War Is Choking Global Oil Tanker Traffic in the Strait of Hormuz and Beyond The National Interest

Source: The National Interest

Strait of Hormuz

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How solid the energy case looks

12 out of 100

“How War Is Choking Global Oil Tanker Traffic in the Strait of Hormuz and Beyond” scores 12 out of 100. The score uses 1 sources.