Geopolitics Alpha

Iran’s intensifying attacks on ships, threatening oil export recovery: Report

Published . Updated .

Iran’s intensifying attacks on ships, threatening oil export recovery: Report Anadolu Ajansı

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

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • STNG Scorpio Tankers

    Tanker operators earn more when freight rates spike

  • 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———————
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
STNG———————
DAL———————

Iran’s intensifying attacks on ships, threatening oil export recovery: Report Anadolu Ajansı

Source: Anadolu Ajansı

How far State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) has moved since 13 Oct 2026

Since the first closing price after “Iran’s intensifying attacks on ships, threatening oil export recovery: Report,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is +0.84%. The S&P 500 fund (SPY) is -0.40% over the same days, a +1.24% difference versus the market. energy stocks (XLE) is +0.27%, a +0.57% difference versus that group of stocks.

CompanyWhenMoveStatus
COPthat day+2.44%final price
COPthe next day+3.47%final price
COPtwo days later+3.03%final price
COPthree days later+6.51%final price
COPthree days earlier-2.44%final price
COPfive days earlier-5.98%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
MPCthat day+3.86%final price
MPCthe next day+5.51%final price
MPCtwo days later+3.72%final price
MPCthree days later+4.08%final price
MPCthree days earlier+0.92%final price
MPCfive days earlier-5.88%final price
OIHthat day+0.51%final price
OIHthe next day-1.62%final price
OIHtwo days later-3.10%final price
OIHthree days later-1.60%final price
OIHthree days earlier-0.38%final price
OIHfive days earlier+0.75%final price
OXYthat day+0.85%final price
OXYthe next day+0.47%final price
OXYtwo days later-0.75%final price
OXYthree days later+2.06%final price
OXYthree days earlier-1.39%final price
OXYfive days earlier-4.58%final price
XOP
SPY
XLE

Companies in energy around State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)

Companies mentioned with this story

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    In “Iran’s intensifying attacks on ships, threatening oil export recovery: Report,” 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

    Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Iran’s intensifying attacks on ships, threatening oil export recovery: Report.” 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

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Iran’s intensifying attacks on ships, threatening oil export recovery: Report.” 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’s intensifying attacks on ships, threatening oil export recovery: Report,” 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

    For “Iran’s intensifying attacks on ships, threatening oil export recovery: Report,” 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’s intensifying attacks on ships, threatening oil export recovery: Report,” 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’s intensifying attacks on ships, threatening oil export recovery: Report,” 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

  • USO United States Oil Fund

    For “Iran’s intensifying attacks on ships, threatening oil export recovery: Report,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) and the energy link

State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is the company in “Iran’s intensifying attacks on ships, threatening oil export recovery: Report,” the 13 Oct 2026 Energy story.

What ties State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) to the headline is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Ishares U.S. Oil Equipment & Services Etf (IEZ) 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

Dates in the story, and the State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) price range

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. IEZ traded between 25.75 and 28.18 across 20 sessions. The latest close on file is 26.76. XOP traded between 177.09 and 202.25 across 20 sessions. The latest close on file is 199.52.

A simple score for State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)

46 out of 100

“Iran’s intensifying attacks on ships, threatening oil export recovery: Report” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.