Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues
Published . Updated .
Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues Oil & Gas 360
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
Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues Oil & Gas 360
Source: Oil & Gas 360
Earlier energy stories for United States Brent Oil Fund (BNO): 18 cases
| 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 |
- Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report
- Oil Prices Fall as G-7 Plans Crude, Diesel Release But Hormuz Shipping Risks Persist
- IRGC Navy Says Oil Supertanker Hit Mine in Strait of Hormuz, Warns Ships: 10 outlets compared
- Tanker damaged after being hit in Strait of Hormuz, marine agency says
- Increased vessel attacks drive Hormuz oil exports sharply lower , report says
- Iran sets crosshairs on ‘US-UAE’ oil shuttle out of Strait of Hormuz
Price since this story was published: United States Brent Oil Fund (BNO)
Since the first closing price after “Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues,” United States Brent Oil Fund (BNO) is +3.06%. The S&P 500 fund (SPY) is -1.47% over the same days, a +4.53% difference versus the market. energy stocks (XLE) is +0.92%, a +2.14% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +1.43% | final price |
| CVX | the next day | +2.75% | final price |
| CVX | two days later | +4.76% | final price |
| CVX | three days later | +3.48% | final price |
| CVX | three days earlier | -3.22% | final price |
| CVX | five days earlier | -2.61% | final price |
| 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 |
Where this story sits: Strait of Hormuz
Strait of Hormuz has 195 linked stories in the last 7 days and 195 in the last 30 on the page that also carries “Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues.” The recent pace is rising.
Companies in energy around United States Brent Oil Fund (BNO)
Companies mentioned with this story
- BNO United States Brent Oil Fund
For “Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues,” 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
For “Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues,” 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
- GSG iShares S&P GSCI Commodity-Indexed Trust
In “Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues,” 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 reviews U.S. Hormuz proposal as oil supply uncertainty continues,” 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
FENY is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues.” 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 reviews U.S. Hormuz proposal as oil supply uncertainty continues,” 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 reviews U.S. Hormuz proposal as oil supply uncertainty continues,” 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
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
How energy news reaches United States Brent Oil Fund (BNO)
United States Brent Oil Fund (BNO) is the company in “Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues,” the 12 Oct 2026 Strait of Hormuz story.
The link for United States Brent Oil Fund (BNO) is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
A second company, United States Gasoline Fund (UGA), is listed for a different reason: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
Dates in the story, and the United States Brent Oil Fund (BNO) price range
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. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.
The energy score for United States Brent Oil Fund (BNO)
46 out of 100
“Iran reviews U.S. Hormuz proposal as oil supply uncertainty continues” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.