Geopolitics Alpha

Inflation Near 90% in Iran as Production Drops By 10%

Published . Updated .

This report is about Tanker rates and Iran. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.

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

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • 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———————
ZIM———————
MATX———————
TLT———————
DAL———————

Inflation Near 90% in Iran as Production Drops By 10% Iran Focus

Source: Iran Focus

How solid “Inflation Near 90% in Iran as Production Drops By 10%” looks

12 out of 100

“Inflation Near 90% in Iran as Production Drops By 10%” scores 12 out of 100. The score uses 1 sources.