Geopolitics Alpha

Iran escalates Hormuz tanker attacks in gamble ahead of US midterms

Published . Updated .

Iran escalates Hormuz tanker attacks in gamble ahead of US midterms Iran International

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

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • 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———————
LMT———————
XOM———————
ZIM———————
DAL———————

Iran escalates Hormuz tanker attacks in gamble ahead of US midterms Iran International

Source: Iran International

Strait of Hormuz

SPY
XLE

The Strait of Hormuz count beside this story

Strait of Hormuz has 198 linked stories in the last 7 days and 198 in the last 30 on the page that also carries “Iran escalates Hormuz tanker attacks in gamble ahead of US midterms.” The recent pace is rising.

How solid the energy case looks

25 out of 100

“Iran escalates Hormuz tanker attacks in gamble ahead of US midterms” scores 25 out of 100. The score uses 2 sources.