Geopolitics Alpha

Iran: 7 ships hit in the Strait of Hormuz

Published . Updated .

Iran: 7 ships hit in the Strait of Hormuz

Iran said on Thursday its navy hit seven oil tankers traveling through the Strait of Hormuz, threatening to exacerbate regional tensions and the global energy crisis that is driving inflation. The …

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.5%

    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+0.9%

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR+4.9%

    Energy companies move with a Gulf supply scare

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines-0.7%

    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———————
XOM———————
ZIM———————
DAL———————

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Iran: 7 ships hit in the Strait of Hormuz The Hill

Source: The Hill

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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).

Where this story sits: Strait of Hormuz

Strait of Hormuz has 227 linked stories in the last 7 days and 227 in the last 30 on the page that also carries “Iran: 7 ships hit in the Strait of Hormuz.” The recent pace is rising.

How solid the shipping case looks

25 out of 100

“Iran: 7 ships hit in the Strait of Hormuz” scores 25 out of 100. The score uses 2 sources.