Geopolitics Alpha

Iran increases threat to Strait of Hormuz shipping

Published . Updated .

Iran increases threat to Strait of Hormuz shipping Northwest Arkansas Democrat-Gazette

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-10.06%-4.93%—-4.68%-10.98%-11.10%-14.13%
INSW-6.50%-4.12%—-5.08%-9.51%-12.06%-16.19%
DHT-10.73%-7.26%—-6.10%-11.78%-11.22%-13.37%
TNK———————
USO———————
XLE———————
LMT-0.92%+1.14%—+3.61%+5.75%+9.58%+8.82%
XOM———————
ZIM———————
DAL+4.31%+3.29%—-3.63%-1.85%-5.25%-6.17%

Iran increases threat to Strait of Hormuz shipping Northwest Arkansas Democrat-Gazette

Source: Northwest Arkansas Democrat-Gazette

3 earlier Strait of Hormuz stories for iShares S&P GSCI Commodity-Indexed Trust (GSG)

CompanyWhenAverageLargest gainLargest dropPrices
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

Price since this story was published: iShares S&P GSCI Commodity-Indexed Trust (GSG)

Since the first closing price after “Iran increases threat to Strait of Hormuz shipping,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is +1.20%. The S&P 500 fund (SPY) is -0.40% over the same days, a +1.60% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.40% difference versus that group of stocks.

CompanyWhenMoveStatus
DALthat day-3.63%final price
DALthe next day-1.85%final price
DALtwo days later-5.25%final price
DALthree days later-6.17%final price
DALthree days earlier+3.29%final price
DALfive days earlier+4.31%final price
DHTthat day-6.10%final price
DHTthe next day-11.78%final price
DHTtwo days later-11.22%final price
DHTthree days later-13.37%final price
DHTthree days earlier-7.26%final price
DHTfive days earlier-10.73%final price
FROthat day-4.68%final price
FROthe next day-10.98%final price
FROtwo days later-11.10%final price
FROthree days later-14.13%final price
FROthree days earlier-4.93%final price
FROfive days earlier-10.06%final price
INSWthat day-5.08%final price
INSWthe next day-9.51%final price
INSWtwo days later-12.06%final price
INSWthree days later-16.19%final price
INSWthree days earlier-4.12%final price
INSWfive days earlier-6.50%final price
LMTthat day+3.61%final price
LMTthe next day+5.75%final price
LMTtwo days later+9.58%final price
LMTthree days later+8.82%final price
LMTthree days earlier+1.14%final price
LMTfive days earlier-0.92%final price
GSG
SPY
XLI

Where this story sits: Strait of Hormuz

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 increases threat to Strait of Hormuz shipping.” The recent pace is rising.

Who gains and who loses around iShares S&P GSCI Commodity-Indexed Trust (GSG)

Companies tied to this story

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    In “Iran increases threat to Strait of Hormuz shipping,” 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

    In “Iran increases threat to Strait of Hormuz shipping,” 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

  • BNO United States Brent Oil Fund

    For “Iran increases threat to Strait of Hormuz shipping,” 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 increases threat to Strait of Hormuz shipping,” 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

  • FENY

    FENY is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Iran increases threat to Strait of Hormuz shipping.” 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

    In “Iran increases threat to Strait of Hormuz shipping,” 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 increases threat to Strait of Hormuz shipping,” 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

  • BOAT Sonicshares Global Shipping Etf

    For “Iran increases threat to Strait of Hormuz shipping,” Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence. Reason on file: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations

From Strait of Hormuz to iShares S&P GSCI Commodity-Indexed Trust (GSG)

On 13 Oct 2026, “Iran increases threat to Strait of Hormuz shipping” 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

Vanguard World Fd (VDE) is here too. Its reason reads: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

The price range for iShares S&P GSCI Commodity-Indexed Trust (GSG), and the dates in the story

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. 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.

What the saved facts support for iShares S&P GSCI Commodity-Indexed Trust (GSG)

54 out of 100

“Iran increases threat to Strait of Hormuz shipping” scores 54 out of 100. The score uses 2 sources, and 14 linked companies.