Geopolitics Alpha

Iran oil exports through Hormuz dry up under US blockade

Published . Updated .

Iran oil exports through Hormuz dry up under US blockade Arabian Gulf Business Insight | AGBI

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

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • 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———————
CVX———————
DAL———————

Iran oil exports through Hormuz dry up under US blockade Arabian Gulf Business Insight | AGBI

Source: Arabian Gulf Business Insight | AGBI

Persian Gulf, seven days against thirty

Persian Gulf has 15 linked stories in the last 7 days and 15 in the last 30 on the page that also carries “Iran oil exports through Hormuz dry up under US blockade.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“Iran oil exports through Hormuz dry up under US blockade” scores 12 out of 100. The score uses 1 sources.