Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news
Published . Updated .
Iran’s Revolutionary Guard said Friday that four oil tankers, including one carrying more than 2 million barrels of oil, hit mines and caught fire while traveling through the Strait of Hormuz.
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+9.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+0.3% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story.
- FRO Frontline+10.0% 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.
- 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+3.4% 10d
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+10.9% 15d
ExxonMobil Holdings (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 |
|---|---|---|---|---|---|---|---|
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -1.54% | -1.29% | base | after close | after close | after close | after close |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| FRO | -2.94% | -2.39% | base | after close | after close | after close | after close |
| TNK | +0.20% | -1.49% | base | after close | after close | after close | after close |
| DHT | -1.70% | -2.24% | base | after close | after close | after close | after close |
| INSW | +1.66% | -0.13% | base | after close | after close | after close | after close |
| XOM | -1.45% | -2.77% | 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.
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.
Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news WRAL
Source: WRAL
How Amplify Commodity Trust (BWET) moved across the last 16 energy stories
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | +3.96% | +6.10% | +2.68% | 16 |
| United States Oil Fund (USO) | three days later | +2.45% | +2.58% | +2.22% | 16 |
| Frontline (FRO) | the next day | +6.02% | +7.75% | +3.14% | 16 |
| Frontline (FRO) | three days later | +7.59% | +9.23% | +4.86% | 16 |
- Iran Says 7 Oil Tankers Attacked in Strait of Hormuz
- Qatar locks in US LNG through 2054 as it looks beyond Hormuz
- Iran: 7 ships hit in the Strait of Hormuz
- Strait of Hormuz Oil Tankers Hit: New Risks for U.S. Farmers
- Oil shipping through Strait of Hormuz
- Oil prices increase as 7 tankers reported damaged in Hormuz
Amplify Commodity Trust (BWET) compared with energy stocks (XLE) since 31 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| DHT Holdings (DHT) | three days earlier | -2.24% | final price |
| DHT Holdings (DHT) | five days earlier | -1.70% | final price |
| Frontline (FRO) | three days earlier | -2.39% | final price |
| Frontline (FRO) | five days earlier | -2.94% | final price |
| International Seaways (INSW) | three days earlier | -0.13% | final price |
| International Seaways (INSW) | five days earlier | +1.66% | final price |
| Teekay Tankers (TNK) | three days earlier | -1.49% | final price |
| Teekay Tankers (TNK) | five days earlier | +0.20% | final price |
| United States Oil Fund (USO) | three days earlier | -1.29% | final price |
| United States Oil Fund (USO) | five days earlier | -1.54% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -2.77% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -1.45% | final price |
Congressional stock trades in Amplify Commodity Trust (BWET)
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 17 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 61 days before publication. Filed 25 Sep 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).
The Strait of Hormuz count beside this story
Geopolitics Alpha has 153 stories about Strait of Hormuz from the past 7 days and 412 stories from the past 30. That is faster than its usual pace over the past month. “Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news” is tagged to Strait of Hormuz.
Who collects and who pays in energy
Likely winners
- FRO Frontline
In “Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news,” 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
- TNK Teekay Tankers
Teekay Tankers (TNK) tends to benefit, medium confidence in the 31 Oct 2026 story “Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news.” 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
- DHT DHT Holdings
DHT Holdings (DHT) tends to benefit, medium confidence in the 31 Oct 2026 story “Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news.” 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 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news,” 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
For “Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news,” 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
For “Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news,” 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 “iran” (oil) in this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story
- XOM ExxonMobil Holdings
In “Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news,” 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 “iran” (oil) in this story
How a Strait of Hormuz shock reaches Amplify Commodity Trust (BWET)
“Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news” (31 Oct 2026) reaches Amplify Commodity Trust (BWET) through 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 “iran” (oil) in this story
Dates in the story, and the Amplify Commodity Trust (BWET) price range
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 215.76 across 20 sessions. The latest close on file is 214.50. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 168.21.
A simple score for Amplify Commodity Trust (BWET)
46 out of 100
“Iran says 4 tankers strike mines and catch fire in Strait of Hormuz, and other Mideast news” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.