Iran exempts Iraq from Strait of Hormuz restrictions as oil exports rise
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Baghdad (IraqiNews.com) – Iran has confirmed that Iraqi ships are free from its Strait of Hormuz restrictions, enabling them to transit through the crucial waterway despite the continuous interruptions caused […]
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR+7.4% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron+4.7% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- COP ConocoPhillips+8.3% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- SHEL Shell+0.0% 6d
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- FRO Frontline+0.8% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | +13.96% | +6.75% | base | +0.65% | -3.74% | -4.55% | -4.47% |
| XLE | +13.47% | +8.12% | base | -0.08% | +0.48% | +0.88% | +2.48% |
| BWET | +38.94% | +24.54% | base | +0.00% | -13.59% | -22.59% | -18.80% |
| XOM | +13.27% | +7.37% | base | +0.52% | -0.33% | -0.54% | +0.58% |
| CVX | +10.62% | +5.78% | base | +0.02% | -1.35% | -0.85% | -0.15% |
| COP | +13.68% | +6.58% | base | +0.61% | -0.69% | +0.09% | +1.78% |
| SHEL | +8.57% | +4.08% | base | -0.94% | -1.26% | -2.85% | -2.22% |
| FRO | +27.38% | +17.44% | base | +2.08% | -0.85% | -1.76% | +1.77% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Iran exempts Iraq from Strait of Hormuz restrictions as oil exports rise IraqiNews
Source: IraqiNews
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | 0.00% | final price |
| BWET | the next day | -13.59% | final price |
| BWET | two days later | -22.59% | final price |
| BWET | three days later | -18.80% | final price |
| BWET | three days earlier | +24.54% | final price |
| BWET | five days earlier | +38.94% | final price |
| COP | that day | +0.61% | final price |
| COP | the next day | -0.69% | final price |
| COP | two days later | +0.09% | final price |
| COP | three days later | +1.78% | final price |
| COP | three days earlier | +6.58% | final price |
| COP | five days earlier | +13.68% | final price |
| CVX | that day | +0.02% | final price |
| CVX | the next day | -1.35% | final price |
| CVX | two days later | -0.85% | final price |
| CVX | three days later | -0.15% | final price |
| CVX | three days earlier | +5.78% | final price |
| CVX | five days earlier | +10.62% | final price |
| FRO | that day | +2.08% | final price |
| FRO | the next day | -0.85% | final price |
| FRO | two days later | -1.76% | final price |
| FRO | three days later | +1.77% | final price |
| FRO | three days earlier | +17.44% | final price |
| FRO | five days earlier | +27.38% | final price |
| SHEL | that day | -0.94% | final price |
| SHEL | the next day | -1.26% | final price |
| SHEL | two days later | -2.85% | final price |
| SHEL | three days later | -2.22% | final price |
| SHEL | three days earlier | +4.08% | final price |
| SHEL | five days earlier | +8.57% | final price |
| USO | that day | +0.65% | final price |
| USO | the next day | -3.74% | final price |
| USO | two days later | -4.55% | final price |
| USO | three days later | -4.47% | final price |
| USO | three days earlier | +6.75% | final price |
| USO | five days earlier | +13.96% | final price |
| XLE | that day | -0.08% | final price |
| XLE | the next day | +0.48% | final price |
| XLE | two days later | +0.88% | final price |
| XLE | three days later | +2.48% | final price |
| XLE | three days earlier | +8.12% | final price |
| XLE | five days earlier | +13.47% | final price |
| XOM | that day | +0.52% | final price |
| XOM | the next day | -0.33% | final price |
| XOM | two days later | -0.54% | final price |
| XOM | three days later | +0.58% | final price |
| XOM | three days earlier | +7.37% | final price |
| XOM | five days earlier | +13.27% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 23 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 67 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 23 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 44 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 65 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 72 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 74 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
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
Geopolitics Alpha has 211 stories about Strait of Hormuz from the past 7 days and 713 stories from the past 30. That is about its usual pace over the past month. “Iran exempts Iraq from Strait of Hormuz restrictions as oil exports rise” is tagged to Strait of Hormuz.
How solid the energy case looks
12 out of 100
“Iran exempts Iraq from Strait of Hormuz restrictions as oil exports rise” scores 12 out of 100. The score uses 1 sources.