Iran hits tanker in Sohar and two in Hormuz, US disables bulker
Published . Updated .
Iran hits tanker in Sohar and two in Hormuz, US disables bulker Seatrade Maritime News
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
Iran hits tanker in Sohar and two in Hormuz, US disables bulker Seatrade Maritime News
Source: Seatrade Maritime News
How iShares S&P GSCI Commodity-Indexed Trust (GSG) moved across the last 3 energy stories
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Vanguard World Fd (VDE) | the next day | +3.32% | +3.32% | +3.32% | 2 |
| Vanguard World Fd (VDE) | three days later | +1.98% | +1.98% | +1.98% | 2 |
| FENY | the next day | +3.24% | +3.24% | +3.24% | 2 |
| FENY | three days later | +1.93% | +1.93% | +1.93% | 2 |
| State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) | the next day | +4.35% | +4.35% | +4.35% | 3 |
| State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) | three days later | +1.78% | +1.78% | +1.78% | 3 |
The price since 12 Oct 2026: iShares S&P GSCI Commodity-Indexed Trust (GSG) versus the S&P 500
Since the first closing price after “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is +0.71%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.18% difference versus the market. energy stocks (XLE) is +0.92%, a -0.21% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | -2.50% | final price |
| DAL | the next day | -3.18% | final price |
| DAL | two days later | -6.69% | final price |
| DAL | three days later | -4.98% | final price |
| DAL | three days earlier | +0.99% | final price |
| DAL | five days earlier | +1.16% | final price |
| DHT | that day | +6.49% | final price |
| DHT | the next day | +7.83% | final price |
| DHT | two days later | +1.26% | final price |
| DHT | three days later | -4.87% | final price |
| DHT | three days earlier | -3.73% | final price |
| DHT | five days earlier | -3.33% | final price |
| FRO | that day | +5.54% | final price |
| FRO | the next day | +5.19% | final price |
| FRO | two days later | +0.27% | final price |
| FRO | three days later | -6.36% | final price |
| FRO | three days earlier | -5.40% | final price |
| FRO | five days earlier | -4.17% | final price |
| INSW | that day | +3.69% | final price |
| INSW | the next day | +4.30% | final price |
| INSW | two days later | -1.00% | final price |
| INSW | three days later | -5.62% | final price |
| INSW | three days earlier | -2.49% | final price |
| INSW | five days earlier | -2.70% | final price |
| MATX | that day | +0.80% | final price |
| MATX | the next day | +4.03% | final price |
| MATX | two days later | +3.93% | final price |
| MATX | three days later | +4.89% | final price |
| MATX | three days earlier | -1.51% | final price |
| MATX | five days earlier | +2.13% | final price |
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 hits tanker in Sohar and two in Hormuz, US disables bulker.” The recent pace is rising.
Who collects and who pays in energy
Companies mentioned with this story
- GSG iShares S&P GSCI Commodity-Indexed Trust
For “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- VDE Vanguard World Fd
For “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” Vanguard World Fd (VDE) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- FENY
In “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
For “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- IEZ Ishares U.S. Oil Equipment & Services Etf
For “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- BNO United States Brent Oil Fund
For “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- UGA United States Gasoline Fund
In “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- FAN First Trust Global Wind Energy Etf
For “Iran hits tanker in Sohar and two in Hormuz, US disables bulker,” First Trust Global Wind Energy Etf (FAN) is linked, with no stored direction, medium confidence. Reason on file: GA selected FAN as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
What Strait of Hormuz means for iShares S&P GSCI Commodity-Indexed Trust (GSG)
On 12 Oct 2026, “Iran hits tanker in Sohar and two in Hormuz, US disables bulker” is the story that connects iShares S&P GSCI Commodity-Indexed Trust (GSG) to Strait of Hormuz.
The link for iShares S&P GSCI Commodity-Indexed Trust (GSG) is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
Also listed, Vanguard World Fd (VDE): Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
What this energy story puts on the calendar
FENY traded between 34.72 and 37.59 across 10 sessions. The latest close on file is 37.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. VDE traded between 176.54 and 190.84 across 10 sessions. The latest close on file is 189.01.
A simple score for iShares S&P GSCI Commodity-Indexed Trust (GSG)
46 out of 100
“Iran hits tanker in Sohar and two in Hormuz, US disables bulker” scores 46 out of 100. The score uses 1 sources, and 12 linked companies.