Geopolitics Alpha

Iran says second oil supertanker explodes after mine strike

Published . Updated .

ENERGYIran says second oil supertankerexplodes after mine strikeGEOPOLITICS ALPHA

This report is about Tanker rates and Iran. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.5%

    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+0.9%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+4.9%

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines-0.7%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO+12.86%+7.22%base-3.34%-4.11%-2.21%-2.33%
INSW+13.04%+7.93%base-4.70%-4.78%+1.26%-1.34%
DHT+11.23%+5.77%base-2.33%-0.97%+2.37%+2.33%
TNK+12.01%+5.10%base-2.19%-2.34%-0.99%-1.69%
USO-6.60%-5.02%base-0.56%-0.66%-1.24%+0.46%
XLE-3.23%-0.90%base-0.64%-0.41%-0.12%-0.96%
LMT-7.26%-5.46%base-0.70%-0.63%-0.05%+6.87%
RTX-3.75%-3.88%base-0.96%-0.32%-1.20%+0.34%
ZIM+5.77%+2.19%base-0.77%-0.24%-0.21%-0.53%
DAL+6.29%+1.71%base-0.98%+1.75%+3.06%+5.16%

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.

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Iran says second oil supertanker explodes after mine strike The New Region

Source: The New Region

Energy

CompanyWhenMoveStatus
DALthat day-0.98%final price
DALthe next day+1.75%final price
DALtwo days later+3.06%final price
DALthree days later+5.16%final price
DALthree days earlier+1.71%final price
DALfive days earlier+6.29%final price
DHTthat day-2.33%final price
DHTthe next day-0.97%final price
DHTtwo days later+2.37%final price
DHTthree days later+2.33%final price
DHTthree days earlier+5.77%final price
DHTfive days earlier+11.23%final price
FROthat day-3.34%final price
FROthe next day-4.11%final price
FROtwo days later-2.21%final price
FROthree days later-2.33%final price
FROthree days earlier+7.22%final price
FROfive days earlier+12.86%final price
INSWthat day-4.70%final price
INSWthe next day-4.78%final price
INSWtwo days later+1.26%final price
INSWthree days later-1.34%final price
INSWthree days earlier+7.93%final price
INSWfive days earlier+13.04%final price
LMTthat day-0.70%final price
LMTthe next day-0.63%final price
LMTtwo days later-0.05%final price
LMTthree days later+6.87%final price
LMTthree days earlier-5.46%final price
LMTfive days earlier-7.26%final price
RTXthat day-0.96%final price
RTXthe next day-0.32%final price
RTXtwo days later-1.20%final price
RTXthree days later+0.34%final price
RTXthree days earlier-3.88%final price
RTXfive days earlier-3.75%final price
TNKthat day-2.19%final price
TNKthe next day-2.34%final price
TNKtwo days later-0.99%final price
TNKthree days later-1.69%final price
TNKthree days earlier+5.10%final price
TNKfive days earlier+12.01%final price
USOthat day-0.56%final price
USOthe next day-0.66%final price
USOtwo days later-1.24%final price
USOthree days later+0.46%final price
USOthree days earlier-5.02%final price
USOfive days earlier-6.60%final price
XLEthat day-0.64%final price
XLEthe next day-0.41%final price
XLEtwo days later-0.12%final price
XLEthree days later-0.96%final price
XLEthree days earlier-0.90%final price
XLEfive days earlier-3.23%final price
XOMthat day-0.44%final price
XOMthe next day-0.63%final price
XOMtwo days later-0.52%final price
XOMthree days later-0.46%final price
XOMthree days earlier-1.14%final price
XOMfive days earlier-3.82%final price
ZIMthat day-0.77%final price
ZIMthe next day-0.24%final price
ZIMtwo days later-0.21%final price
ZIMthree days later-0.53%final price
ZIMthree days earlier+2.19%final price
ZIMfive days earlier+5.77%final price
SPY
XLE

Energy

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