Geopolitics Alpha

Iran's navy says three tankers on fire after hitting mines in Hormuz

Published . Updated .

Key takeaways

  • Exposed: BWET, ITA, TNK, FRO, DHT
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

ENERGY · STRAIT OF HORMUZIran's navy says three tankers onfire after hitting mines in HormuzGEOPOLITICS ALPHA

This report is about tanker shipping and defense. Names like TNK and FRO typically gain because teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF+3.4% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “navy” (defense) in this story.

  • TNK Teekay Tankers

    Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • FRO Frontline+0.8% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • DHT DHT Holdings

    DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • INSW International Seaways-4.9% 30d

    International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET-5.09%-10.82%baseafter closeafter closeafter closeafter close
ITA+0.24%+2.49%baseafter closeafter closeafter closeafter close
TNK-4.67%-0.26%baseafter closeafter closeafter closeafter close
FRO-5.72%-2.93%baseafter closeafter closeafter closeafter close
DHT-7.51%-3.06%baseafter closeafter closeafter closeafter close
INSW-8.19%-3.57%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Iran's navy says three tankers on fire after hitting mines in Hormuz Reuters

Source: Reuters

What happened to Amplify Commodity Trust (BWET) the last 16 times Strait of Hormuz was in the news

Across 16 earlier stories, Amplify Commodity Trust (BWET) the next day averaged -12.42%. The largest gain was -4.78% and the largest drop was -13.59%, from 15 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Amplify Commodity Trust (BWET)the next day-12.42%-4.78%-13.59%15
Amplify Commodity Trust (BWET)three days later-19.80%-18.80%-26.29%15
IShares U.S. Aerospace & Defense ETF (ITA)the next day+3.65%+5.24%-2.69%5
IShares U.S. Aerospace & Defense ETF (ITA)three days later+6.51%+7.61%+2.09%5
Teekay Tankers (TNK)the next day+2.95%+3.83%-3.24%8
Teekay Tankers (TNK)three days later+5.95%+7.31%-3.59%8
Frontline (FRO)the next day-1.64%-0.85%-5.98%13
Frontline (FRO)three days later+0.03%+1.77%-9.52%13

Price since this story was published: Amplify Commodity Trust (BWET)

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier-10.82%final price
Amplify Commodity Trust (BWET)five days earlier-5.09%final price
DHT Holdings (DHT)three days earlier-3.06%final price
DHT Holdings (DHT)five days earlier-7.51%final price
Frontline (FRO)three days earlier-2.93%final price
Frontline (FRO)five days earlier-5.72%final price
International Seaways (INSW)three days earlier-3.57%final price
International Seaways (INSW)five days earlier-8.19%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+2.49%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+0.24%final price
Teekay Tankers (TNK)three days earlier-0.26%final price
Teekay Tankers (TNK)five days earlier-4.67%final price

How busy Strait of Hormuz has been lately

Strait of Hormuz

Geopolitics Alpha has 211 stories about Strait of Hormuz from the past 7 days and 713 stories from the past 30. That is about its usual pace over the past month. “Iran's navy says three tankers on fire after hitting mines in Hormuz” is tagged to Strait of Hormuz.

Who gains and who pays if Strait of Hormuz stays in the story

The side that tends to collect

  • TNK Teekay Tankers

    Teekay Tankers (TNK) tends to benefit, medium confidence in the 14 Nov 2026 story “Iran's navy says three tankers on fire after hitting mines in Hormuz.” Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • FRO Frontline

    In “Iran's navy says three tankers on fire after hitting mines in Hormuz,” Frontline (FRO) tends to benefit, medium confidence. Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • DHT DHT Holdings

    DHT Holdings (DHT) tends to benefit, medium confidence in the 14 Nov 2026 story “Iran's navy says three tankers on fire after hitting mines in Hormuz.” Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • INSW International Seaways

    For “Iran's navy says three tankers on fire after hitting mines in Hormuz,” International Seaways (INSW) tends to benefit, medium confidence. Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

No up or down call on file

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Iran's navy says three tankers on fire after hitting mines in Hormuz.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Iran's navy says three tankers on fire after hitting mines in Hormuz.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “navy” (defense) in this story

From Strait of Hormuz to Amplify Commodity Trust (BWET)

Amplify Commodity Trust (BWET) is the company in “Iran's navy says three tankers on fire after hitting mines in Hormuz,” the 14 Nov 2026 Strait of Hormuz story.

Amplify Commodity Trust (BWET) is on the page because Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

Also listed, IShares U.S. Aerospace & Defense ETF (ITA): iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “navy” (defense) in this story

The price range for Amplify Commodity Trust (BWET), and the dates in the story

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38.

The energy score for Amplify Commodity Trust (BWET)

46 out of 100

“Iran's navy says three tankers on fire after hitting mines in Hormuz” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.