Geopolitics Alpha

Iran Exports LPG, Jet Fuel Despite US Naval Blockade

Published . Updated .

Iran Exports LPG, Jet Fuel Despite US Naval Blockade

Iran has managed to export liquefied petroleum gas (LPG) and jet fuel since July despite a US naval blockade, maritime intelligence data and sources showed.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.5%

    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+0.9%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+4.9%

    Energy companies move with Iran supply risk

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • CVX Chevron+6.6%

    Oil producers earn more when crude prices rise

  • STNG Scorpio Tankers

    Tanker operators earn more when freight rates spike

  • DAL Delta Air Lines-0.7%

    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———————
XOM———————
CVX———————
STNG———————
DAL———————

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Iran Exports LPG, Jet Fuel Despite US Naval Blockade Egypt Oil & Gas

Source: Egypt Oil & Gas

Energy

SPY
XLE

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How solid the energy case looks

12 out of 100

“Iran Exports LPG, Jet Fuel Despite US Naval Blockade” scores 12 out of 100. The score uses 1 sources.