Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks
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Revolutionary Guard says sunken supertanker was carrying more than 2 million barrels of crude oil | 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+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.
- 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-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.
- 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+4.7% 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 | -5.09% | -10.82% | base | after close | after close | after close | after close |
| USO | -2.03% | -2.82% | base | after close | after close | after close | after close |
| FRO | -5.72% | -2.93% | base | after close | after close | after close | after close |
| TNK | -4.67% | -0.26% | base | after close | after close | after close | after close |
| DHT | -7.51% | -3.06% | base | after close | after close | after close | after close |
| INSW | -8.19% | -3.57% | base | after close | after close | after close | after close |
| XOM | -3.42% | -2.31% | base | after close | after close | after close | after close |
| CVX | -4.09% | -2.99% | base | after close | 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 says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks Anadolu Ajansı
Source: Anadolu Ajansı
What happened to Amplify Commodity Trust (BWET) the last 15 times Strait of Hormuz was in the news
In the last 15 similar stories, Amplify Commodity Trust (BWET) moved an average of -12.42% the next day. The best was -4.78% and the worst was -13.59%, from 15 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| 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 |
| United States Oil Fund (USO) | the next day | -2.83% | +2.60% | -3.74% | 14 |
| United States Oil Fund (USO) | three days later | -4.22% | -2.71% | -4.47% | 14 |
| Teekay Tankers (TNK) | the next day | +3.12% | +3.83% | -3.24% | 10 |
| Teekay Tankers (TNK) | three days later | +6.22% | +7.31% | -3.59% | 10 |
| Frontline (FRO) | the next day | -1.64% | -0.85% | -5.98% | 13 |
| Frontline (FRO) | three days later | +0.03% | +1.77% | -9.52% | 13 |
- Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist
- Oil surges towards $100 as fresh tanker attacks threaten Hormuz shipping
- Iran’s IRGC says two oil tankers hit mines, catch fire in Strait of Hormuz
- Arab News | Iran Guards say two tankers caught fire in Hormuz
- Strait of Hormuz: Chinese ships get free pass, Iranian official says
- Natural Gas and Oil Forecast: Hormuz Risks Persist, Can Brent Reclaim $104?
How far Amplify Commodity Trust (BWET) has moved since 15 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | -10.82% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | -5.09% | final price |
| Chevron (CVX) | three days earlier | -2.99% | final price |
| Chevron (CVX) | five days earlier | -4.09% | 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 |
| Teekay Tankers (TNK) | three days earlier | -0.26% | final price |
| Teekay Tankers (TNK) | five days earlier | -4.67% | final price |
| United States Oil Fund (USO) | three days earlier | -2.82% | final price |
| United States Oil Fund (USO) | five days earlier | -2.03% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -2.31% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -3.42% | 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 32 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 76 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 32 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 53 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 74 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).
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 189 stories about Strait of Hormuz from the past 7 days and 717 stories from the past 30. That is about its usual pace over the past month. “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks” is tagged to Strait of Hormuz.
Who collects and who pays in energy
The side that tends to collect
- TNK Teekay Tankers
Teekay Tankers (TNK) tends to benefit, medium confidence in the 15 Nov 2026 story “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks.” 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
Frontline (FRO) tends to benefit, medium confidence in the 15 Nov 2026 story “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks.” 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
For “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks,” DHT Holdings (DHT) tends to benefit, medium confidence. 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
International Seaways (INSW) tends to benefit, medium confidence in the 15 Nov 2026 story “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks.” 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
For “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. 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
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks.” 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
For “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
How energy news reaches Amplify Commodity Trust (BWET)
On 15 Nov 2026, “Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks” is the story that connects Amplify Commodity Trust (BWET) to Strait of Hormuz.
For Amplify Commodity Trust (BWET), the reason on file says 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)
54 out of 100
“Iran says 2 oil tankers hit mines near Strait of Hormuz, 1 sinks” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.