Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz
Published . Updated .
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Vessels were carrying more than 4M barrels of oil, according to IRGC Navy | Anadolu
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.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- FRO Frontline+1.6% 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.
- 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.
- 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-7.8% 19d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron+2.9% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWET | +23.15% | +6.41% | base | +5.26% | after close | after close | after close |
| USO | +4.74% | +0.82% | base | +3.43% | after close | after close | after close |
| FRO | -2.04% | -2.87% | base | +2.59% | after close | after close | after close |
| TNK | -7.95% | -4.43% | base | -1.06% | after close | after close | after close |
| DHT | -5.10% | -4.59% | base | +3.39% | after close | after close | after close |
| INSW | -6.73% | -4.79% | base | +2.15% | after close | after close | after close |
| XOM | -0.81% | -1.14% | base | +1.84% | after close | after close | after close |
| CVX | -0.13% | -1.13% | base | +1.51% | after close | after close | after 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 Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz Anadolu Ajansı
Source: Anadolu Ajansı
How Amplify Commodity Trust (BWET) moved across the last 14 energy stories
Amplify Commodity Trust (BWET) the next day, across 14 earlier stories: average -14.37%, largest gain -4.78%, largest drop -19.70%, from 14 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | -14.37% | -4.78% | -19.70% | 14 |
| Amplify Commodity Trust (BWET) | three days later | -29.07% | -26.29% | -30.61% | 14 |
| United States Oil Fund (USO) | the next day | -3.13% | +2.60% | -6.32% | 14 |
| United States Oil Fund (USO) | three days later | -7.28% | -2.71% | -9.82% | 14 |
| Teekay Tankers (TNK) | the next day | -8.24% | -3.24% | -13.24% | 6 |
| Teekay Tankers (TNK) | three days later | -7.18% | -3.59% | -10.77% | 6 |
| Frontline (FRO) | the next day | -9.88% | -5.98% | -13.79% | 6 |
| Frontline (FRO) | three days later | -12.55% | -9.52% | -15.58% | 6 |
- UAE Mulls Third Crude Oil Pipeline to Avoid Strait of Hormuz
- UAE mulls 3rd oil pipeline to bypass Strait of Hormuz: Report
- UAE Mulls Third Crude Oil Pipeline To Avoid Strait Of Hormuz - Bloomberg News
- Europe Faces Lowest Storage Levels Since 2013 as Hormuz Crisis Cuts Global LNG Supply
- Hormuz Tensions Keep Global Shipping and Oil Markets Under Pressure
- Iran Says Four Oil Tankers Destroyed by Mines Near Strait of Hormuz
Amplify Commodity Trust (BWET) compared with energy stocks (XLE) since 12 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | +5.26% | final price |
| Amplify Commodity Trust (BWET) | three days earlier | +6.41% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +23.15% | final price |
| Chevron (CVX) | that day | +1.51% | final price |
| Chevron (CVX) | three days earlier | -1.13% | final price |
| Chevron (CVX) | five days earlier | -0.13% | final price |
| DHT Holdings (DHT) | that day | +3.39% | final price |
| DHT Holdings (DHT) | three days earlier | -4.59% | final price |
| DHT Holdings (DHT) | five days earlier | -5.10% | final price |
| Frontline (FRO) | that day | +2.59% | final price |
| Frontline (FRO) | three days earlier | -2.87% | final price |
| Frontline (FRO) | five days earlier | -2.04% | final price |
| International Seaways (INSW) | that day | +2.15% | final price |
| International Seaways (INSW) | three days earlier | -4.79% | final price |
| International Seaways (INSW) | five days earlier | -6.73% | final price |
| Teekay Tankers (TNK) | that day | -1.06% | final price |
| Teekay Tankers (TNK) | three days earlier | -4.43% | final price |
| Teekay Tankers (TNK) | five days earlier | -7.95% | final price |
| United States Oil Fund (USO) | that day | +3.43% | final price |
| United States Oil Fund (USO) | three days earlier | +0.82% | final price |
| United States Oil Fund (USO) | five days earlier | +4.74% | final price |
| ExxonMobil Holdings (XOM) | that day | +1.84% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -1.14% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -0.81% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 73 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 50 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 71 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How busy Strait of Hormuz has been lately
Geopolitics Alpha has 217 stories about Strait of Hormuz from the past 7 days and 705 stories from the past 30. That is about its usual pace over the past month. “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz” is tagged to Strait of Hormuz.
Amplify Commodity Trust (BWET) on one side of this energy story
Likely winners
- TNK Teekay Tankers
In “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz,” Teekay Tankers (TNK) tends to benefit, medium confidence. 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
For “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of 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 12 Nov 2026 story “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of 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
In “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of 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 12 Nov 2026 story “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
- USO United States Oil Fund
In “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
- XOM ExxonMobil Holdings
In “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- CVX Chevron
Chevron (CVX) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
What Strait of Hormuz means for Amplify Commodity Trust (BWET)
The 12 Nov 2026 story “Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz” names Amplify Commodity Trust (BWET) because of Strait of Hormuz.
What ties Amplify Commodity Trust (BWET) to the headline is this: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
Also listed, United States Oil Fund (USO): United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) 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. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41.
A simple score for Amplify Commodity Trust (BWET)
62 out of 100
“Iran’s Revolutionary Guard says 2 oil tankers exploded in Strait of Hormuz” scores 62 out of 100. The score uses 3 sources, and 8 linked companies.