Geopolitics Alpha

Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz

Published . Updated .

Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz Muslim Network TV

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-4.17%-5.40%—+5.54%+5.19%+0.27%-6.36%
INSW-2.70%-2.49%—+3.69%+4.30%-1.00%-5.62%
DHT-3.33%-3.73%—+6.49%+7.83%+1.26%-4.87%
TNK———————
USO———————
XLE———————
LMT———————
XOM———————
ZIM———————
DAL+1.16%+0.99%—-2.50%-3.18%-6.69%-4.98%

Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz Muslim Network TV

Source: Muslim Network TV

How United States Brent Oil Fund (BNO) moved after the last 6 energy shocks

CompanyWhenAverageLargest gainLargest dropPrices
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)the next day+4.35%+4.35%+4.35%3
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)three days later+1.78%+1.78%+1.78%3

The price since 12 Oct 2026: United States Brent Oil Fund (BNO) versus the S&P 500

Since the first closing price after “Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz,” 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.

CompanyWhenMoveStatus
DALthat day-2.50%final price
DALthe next day-3.18%final price
DALtwo days later-6.69%final price
DALthree days later-4.98%final price
DALthree days earlier+0.99%final price
DALfive days earlier+1.16%final price
DHTthat day+6.49%final price
DHTthe next day+7.83%final price
DHTtwo days later+1.26%final price
DHTthree days later-4.87%final price
DHTthree days earlier-3.73%final price
DHTfive days earlier-3.33%final price
FROthat day+5.54%final price
FROthe next day+5.19%final price
FROtwo days later+0.27%final price
FROthree days later-6.36%final price
FROthree days earlier-5.40%final price
FROfive days earlier-4.17%final price
INSWthat day+3.69%final price
INSWthe next day+4.30%final price
INSWtwo days later-1.00%final price
INSWthree days later-5.62%final price
INSWthree days earlier-2.49%final price
INSWfive days earlier-2.70%final price
MATXthat day+0.80%final price
MATXthe next day+4.03%final price
MATXtwo days later+3.93%final price
MATXthree days later+4.89%final price
MATXthree days earlier-1.51%final price
MATXfive days earlier+2.13%final price
BNO
SPY
XLE

How busy Strait of Hormuz has been lately

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’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz.” The recent pace is rising.

United States Brent Oil Fund (BNO) on one side of this energy story

Companies tied to this story

  • BNO United States Brent Oil Fund

    In “Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz,” 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

    United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz.” 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’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz,” 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

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    For “Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz,” 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’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz,” 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

    For “Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz,” 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

  • IEZ Ishares U.S. Oil Equipment & Services Etf

    In “Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz,” 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

    In “Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz,” 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

From Strait of Hormuz to United States Brent Oil Fund (BNO)

On 12 Oct 2026, “Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz” is the story that connects United States Brent Oil Fund (BNO) to Strait of Hormuz.

For United States Brent Oil Fund (BNO), the reason on file says 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. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49. XOP traded between 177.09 and 202.25 across 20 sessions. The latest close on file is 199.52.

A simple score for United States Brent Oil Fund (BNO)

54 out of 100

“Iran’s Revolutionary Guard Navy says oil tanker struck mine in Strait of Hormuz” scores 54 out of 100. The score uses 2 sources, and 16 linked companies.