Geopolitics Alpha

Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza

Published . Updated .

Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza Anadolu Ajansı

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • 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-4.17%-5.40%—+5.54%+5.19%+0.27%-6.36%
INSW-2.70%-2.49%—+3.69%+4.30%-1.00%-5.62%
DHT-3.33%-3.73%—+6.49%+7.83%+1.26%-4.87%
TNK———————
USO———————
XLE———————
LMT———————
XOM———————
CVX-2.61%-3.22%—+1.43%+2.75%+4.76%+3.48%
DAL+1.16%+0.99%—-2.50%-3.18%-6.69%-4.98%

Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza Anadolu Ajansı

Source: Anadolu Ajansı

Earlier energy stories for United States Oil Fund (USO): 6 cases

United States Oil Fund (USO) the next day, across 6 earlier stories: average +3.26%, largest gain +3.26%, largest drop +3.26%, from 5 prices.

CompanyWhenAverageLargest gainLargest dropPrices
United States Oil Fund (USO)the next day+3.26%+3.26%+3.26%5
United States Oil Fund (USO)three days later+6.12%+6.12%+6.12%5
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)the next day+4.35%+4.35%+4.35%3
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)three days later+1.78%+1.78%+1.78%3
Select Sector Spdr Tr (XLE)the next day+3.24%+3.24%+3.24%5
Select Sector Spdr Tr (XLE)three days later+2.27%+2.27%+2.27%5

United States Oil Fund (USO) since this story, compared with the market

Since the first closing price after “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza,” United States Oil Fund (USO) is +5.04%. The S&P 500 fund (SPY) is -1.47% over the same days, a +6.51% difference versus the market. energy stocks (XLE) is +0.92%, a +4.13% difference versus that group of stocks.

CompanyWhenMoveStatus
CVXthat day+1.43%final price
CVXthe next day+2.75%final price
CVXtwo days later+4.76%final price
CVXthree days later+3.48%final price
CVXthree days earlier-3.22%final price
CVXfive days earlier-2.61%final price
DALthat day-2.50%final price
DALthe next day-3.18%final price
DALtwo days later-6.69%final price
DALthree days later-4.98%final price
DALthree days earlier+0.99%final price
DALfive days earlier+1.16%final price
DHTthat day+6.49%final price
DHTthe next day+7.83%final price
DHTtwo days later+1.26%final price
DHTthree days later-4.87%final price
DHTthree days earlier-3.73%final price
DHTfive days earlier-3.33%final price
FROthat day+5.54%final price
FROthe next day+5.19%final price
FROtwo days later+0.27%final price
FROthree days later-6.36%final price
FROthree days earlier-5.40%final price
FROfive days earlier-4.17%final price
INSWthat day+3.69%final price
INSWthe next day+4.30%final price
INSWtwo days later-1.00%final price
INSWthree days later-5.62%final price
INSWthree days earlier-2.49%final price
INSWfive days earlier-2.70%final price
USO
SPY
XLE

Who reported a United States Oil Fund (USO) trade near this story

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 on the map for this story

Strait of Hormuz has 195 linked stories in the last 7 days and 195 in the last 30 on the page that also carries “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza.” The recent pace is rising.

Companies in energy around United States Oil Fund (USO)

Companies mentioned with this story

  • USO United States Oil Fund

    In “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    For “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    For “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XLE Select Sector Spdr Tr

    In “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • AEIS Advanced Energy Industries

    Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza.” Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    In “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ASC Ardmore Shipping

    Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza.” Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    In “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

From Strait of Hormuz to United States Oil Fund (USO)

United States Oil Fund (USO) is the company in “Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza,” the 12 Oct 2026 Strait of Hormuz story.

For United States Oil Fund (USO), the reason on file says Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

A second company, State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

What this energy story puts on the calendar

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

The energy score for United States Oil Fund (USO)

46 out of 100

“Iran accuses CENTCOM chief of running oil smuggling operations in Strait of Hormuza” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.