Geopolitics Alpha

Iran says it has a 'new operational plan' if the U.S. resumes attacks, as shipping vessels report strikes

Published . Updated .

Iran says it has a 'new operational plan' if the U.S. resumes attacks, as shipping vessels report strikes CNBC

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

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • 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———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
LMT———————
RTX———————
ZIM———————
DAL———————

Iran says it has a 'new operational plan' if the U.S. resumes attacks, as shipping vessels report strikes CNBC

Source: CNBC

Taiwan Strait on the map for this story

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Iran says it has a 'new operational plan' if the U.S. resumes attacks, as shipping vessels report strikes.” The recent pace is rising.

How solid the defense case looks

12 out of 100

“Iran says it has a 'new operational plan' if the U.S. resumes attacks, as shipping vessels report strikes” scores 12 out of 100. The score uses 1 sources.