Iran says 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz
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IRGC Navy says vessel caught fire in eastern part of strait after attempting to use 'unauthorized' shipping route | 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+1.0% 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-12.3% 17d
International Seaways (water transportation): 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.
- 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+3.1% 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 | +44.12% | +15.72% | base | -10.42% | after close | after close | after close |
| USO | +10.89% | +3.88% | base | -0.95% | after close | after close | after close |
| FRO | +18.45% | +0.86% | base | -0.50% | after close | after close | after close |
| DHT | +16.38% | -0.53% | base | +1.82% | after close | after close | after close |
| INSW | +8.65% | -2.04% | base | +1.52% | after close | after close | after close |
| TNK | +12.07% | -3.69% | base | +0.53% | after close | after close | after close |
| XOM | +7.73% | +0.33% | base | -0.30% | after close | after close | after close |
| CVX | +6.86% | +1.02% | base | -0.11% | 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 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz Anadolu Ajansı
Source: Anadolu Ajansı
Earlier energy stories for United States Oil Fund (USO): 17 cases
Those 17 earlier stories put United States Oil Fund (USO) at an average move of -6.25% the next day. Largest gain -3.69%, largest drop -7.20%, from 13 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | -6.25% | -3.69% | -7.20% | 13 |
| United States Oil Fund (USO) | three days later | -10.28% | -1.37% | -12.25% | 13 |
| Frontline (FRO) | the next day | -7.10% | +1.67% | -7.80% | 14 |
| Frontline (FRO) | three days later | -16.56% | +6.89% | -20.52% | 11 |
| DHT Holdings (DHT) | the next day | -4.39% | -1.77% | -7.65% | 11 |
| DHT Holdings (DHT) | three days later | -13.98% | +2.18% | -16.85% | 8 |
| International Seaways (INSW) | the next day | -5.43% | +0.54% | -6.32% | 9 |
| International Seaways (INSW) | three days later | -10.54% | +2.56% | -14.48% | 8 |
- Shafaq News..Iran: Tanker struck mine east of Hormuz
- Higher Strait of Hormuz flows help close the gap in product tanker rates
- Iran Reports Explosions on Two Oil Tankers in Strait of Hormuz
- Global oil supply down nearly 1 bln barrels since Hormuz disruption, warns ADNOC CEO
- Oil tanker catches fire after hitting naval mine east of Strait of Hormuz, says Iranian Navy
- Brace for a Flood of Oil as Soon as Hormuz Reopens - Energy News, Top Headlines, Commentaries, Features & Events
The price since 10 Nov 2026: United States Oil Fund (USO) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | -10.42% | still updating |
| Amplify Commodity Trust (BWET) | three days earlier | +15.72% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +44.12% | final price |
| Chevron (CVX) | that day | -0.11% | still updating |
| Chevron (CVX) | three days earlier | +1.02% | final price |
| Chevron (CVX) | five days earlier | +6.86% | final price |
| DHT Holdings (DHT) | that day | +1.82% | still updating |
| DHT Holdings (DHT) | three days earlier | -0.53% | final price |
| DHT Holdings (DHT) | five days earlier | +16.38% | final price |
| Frontline (FRO) | that day | -0.50% | still updating |
| Frontline (FRO) | three days earlier | +0.86% | final price |
| Frontline (FRO) | five days earlier | +18.45% | final price |
| International Seaways (INSW) | that day | +1.52% | still updating |
| International Seaways (INSW) | three days earlier | -2.04% | final price |
| International Seaways (INSW) | five days earlier | +8.65% | final price |
| Teekay Tankers (TNK) | that day | +0.53% | still updating |
| Teekay Tankers (TNK) | three days earlier | -3.69% | final price |
| Teekay Tankers (TNK) | five days earlier | +12.07% | final price |
| United States Oil Fund (USO) | that day | -0.95% | still updating |
| United States Oil Fund (USO) | three days earlier | +3.88% | final price |
| United States Oil Fund (USO) | five days earlier | +10.89% | final price |
| ExxonMobil Holdings (XOM) | that day | -0.30% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | +0.33% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +7.73% | 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 27 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 71 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 27 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 48 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 69 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 180 stories about Strait of Hormuz from the past 7 days and 673 stories from the past 30. That is about its usual pace over the past month. “Iran says 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz” is tagged to Strait of Hormuz.
Who gains and who loses around United States Oil Fund (USO)
Companies that tend to gain
- FRO Frontline
Frontline (FRO) tends to benefit, medium confidence in the 10 Nov 2026 story “Iran says 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz.” 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 10 Nov 2026 story “Iran says 3rd oil tanker explodes after hitting naval mine 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 says 3rd oil tanker explodes after hitting naval mine 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
- TNK Teekay Tankers
For “Iran says 3rd oil tanker explodes after hitting naval mine 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
No up or down call on file
- USO United States Oil Fund
For “Iran says 3rd oil tanker explodes after hitting naval mine 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
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Iran says 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz.” 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 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz,” 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
- BWET Amplify Commodity Trust
For “Iran says 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz,” 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
What Strait of Hormuz means for United States Oil Fund (USO)
The 10 Nov 2026 story “Iran says 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz” names United States Oil Fund (USO) because of Strait of Hormuz.
United States Oil Fund (USO) is on the page because United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
A second company, Frontline (FRO), is listed for a different reason: 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
Price levels for United States Oil Fund (USO)
FRO traded between 47.51 and 59.74 across 20 sessions. The latest close on file is 48.49. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41.
What the saved facts support for United States Oil Fund (USO)
54 out of 100Price not final
“Iran says 3rd oil tanker explodes after hitting naval mine in Strait of Hormuz” scores 54 out of 100. The score uses 2 sources, and 8 linked companies. The price is not final yet.