Geopolitics Alpha

Iran and US trade threats after Houthi attacks escalate regional conflict

Published . Updated .

Iran and US trade threats after Houthi attacks escalate regional conflict The Express Tribune

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

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • 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———————
LMT———————
DAL———————

Iran and US trade threats after Houthi attacks escalate regional conflict The Express Tribune

Source: The Express Tribune

Red Sea

SPY

How busy Red Sea has been lately

Red Sea has 105 linked stories in the last 7 days and 105 in the last 30 on the page that also carries “Iran and US trade threats after Houthi attacks escalate regional conflict.” The recent pace is rising.

Red Sea

12 out of 100

“Iran and US trade threats after Houthi attacks escalate regional conflict” scores 12 out of 100. The score uses 1 sources.