India's HPCL Struggles to Secure Oil Tankers as Hormuz Risks Persist
Published . Updated .
Covered by 2 outlets: oilprice.com, Crude Oil Prices Today | OilPrice.com.
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India’s HPCL is struggling to secure oil tankers for Persian Gulf shipments as security risks, vessel shortages, and soaring freight costs continue to disrupt global crude transportation.
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-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- INDA iShares MSCI India ETF-4.1% 16d
iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).
- 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-9.6% 14d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (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 |
|---|---|---|---|---|---|---|---|
| BWET | +38.94% | +24.54% | base | after close | after close | after close | after close |
| USO | +13.96% | +6.75% | base | after close | after close | after close | after close |
| INDA | -4.71% | -2.79% | base | after close | after close | after close | after close |
| FRO | +27.38% | +17.44% | base | after close | after close | after close | after close |
| TNK | +22.76% | +16.36% | base | after close | after close | after close | after close |
| DHT | +22.29% | +17.01% | base | after close | after close | after close | after close |
| INSW | +18.39% | +10.91% | base | after close | after close | after close | after close |
| XOM | +13.27% | +7.37% | base | after close | 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.
Source: oilprice.com
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | three days earlier | +24.54% | final price |
| BWET | five days earlier | +38.94% | final price |
| DHT | three days earlier | +17.01% | final price |
| DHT | five days earlier | +22.29% | final price |
| FRO | three days earlier | +17.44% | final price |
| FRO | five days earlier | +27.38% | final price |
| INDA | three days earlier | -2.79% | final price |
| INDA | five days earlier | -4.71% | final price |
| INSW | three days earlier | +10.91% | final price |
| INSW | five days earlier | +18.39% | final price |
| TNK | three days earlier | +16.36% | final price |
| TNK | five days earlier | +22.76% | final price |
| USO | three days earlier | +6.75% | final price |
| USO | five days earlier | +13.96% | final price |
| XOM | three days earlier | +7.37% | final price |
| XOM | five days earlier | +13.27% | final price |
Strait of Hormuz
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 23 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 67 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).
Strait of Hormuz, seven days against thirty
Geopolitics Alpha has 173 stories about Strait of Hormuz from the past 7 days and 551 stories from the past 30. That is about its usual pace over the past month. “India's HPCL Struggles to Secure Oil Tankers as Hormuz Risks Persist” is tagged to Strait of Hormuz.
How solid the energy case looks
25 out of 100
“India's HPCL Struggles to Secure Oil Tankers as Hormuz Risks Persist” scores 25 out of 100. The score uses 2 sources.