Geopolitics Alpha

Iran-backed Houthis struck Saudi oil giant Aramco’s executive offices, officials say

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Iran-backed Houthis struck Saudi oil giant Aramco’s executive offices, officials say Sentinel Colorado

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

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • 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———————
DAC———————
DAL———————

Iran-backed Houthis struck Saudi oil giant Aramco’s executive offices, officials say Sentinel Colorado

Source: Sentinel Colorado

Red Sea

SPY
XLE

The Red Sea count beside this story

Red Sea has 103 linked stories in the last 7 days and 103 in the last 30 on the page that also carries “Iran-backed Houthis struck Saudi oil giant Aramco’s executive offices, officials say.” The recent pace is rising.

How solid the energy case looks

38 out of 100

“Iran-backed Houthis struck Saudi oil giant Aramco’s executive offices, officials say” scores 38 out of 100. The score uses 3 sources.