Iran says supertanker carrying over 2 million barrels of oil hit mine near Hormuz
Published . Updated .
This report is about oil and tanker shipping. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+4.8% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR+6.5% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF+54.8% 19d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.
- XOM ExxonMobil Holdings+9.0% 13d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron+7.9% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- COP ConocoPhillips+8.3% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- SHEL Shell+0.1% 13d
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- FRO Frontline+0.2% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | -4.83% | -2.20% | base | -0.11% | -0.68% | +1.02% | +5.37% |
| XLE | -0.91% | -1.84% | base | +0.23% | +0.52% | -0.32% | +2.23% |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -2.32% | -1.96% | base | -0.19% | -0.08% | -0.02% | +2.80% |
| CVX | -2.97% | -2.28% | base | +0.52% | +1.01% | +0.93% | +3.96% |
| COPNo price data for this ticker | — | — | — | — | — | — | — |
| SHELNo price data for this ticker | — | — | — | — | — | — | — |
| FRO | +16.36% | +3.59% | base | -0.80% | +1.16% | +1.04% | +4.34% |
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
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Iran says supertanker carrying over 2 million barrels of oil hit mine near Hormuz Anadolu Ajansı
Source: Anadolu Ajansı
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +0.52% | final price |
| CVX | the next day | +1.01% | final price |
| CVX | two days later | +0.93% | final price |
| CVX | three days later | +3.96% | final price |
| CVX | three days earlier | -2.28% | final price |
| CVX | five days earlier | -2.97% | final price |
| FRO | that day | -0.80% | final price |
| FRO | the next day | +1.16% | final price |
| FRO | two days later | +1.04% | final price |
| FRO | three days later | +4.34% | final price |
| FRO | three days earlier | +3.59% | final price |
| FRO | five days earlier | +16.36% | final price |
| USO | that day | -0.11% | final price |
| USO | the next day | -0.68% | final price |
| USO | two days later | +1.02% | final price |
| USO | three days later | +5.37% | final price |
| USO | three days earlier | -2.20% | final price |
| USO | five days earlier | -4.83% | final price |
| XLE | that day | +0.23% | final price |
| XLE | the next day | +0.52% | final price |
| XLE | two days later | -0.32% | final price |
| XLE | three days later | +2.23% | final price |
| XLE | three days earlier | -1.84% | final price |
| XLE | five days earlier | -0.91% | final price |
| XOM | that day | -0.19% | final price |
| XOM | the next day | -0.08% | final price |
| XOM | two days later | -0.02% | final price |
| XOM | three days later | +2.80% | final price |
| XOM | three days earlier | -1.96% | final price |
| XOM | five days earlier | -2.32% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 50 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 81 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 24 Jul 2026. That is 88 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 27 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 48 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 55 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 55 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 57 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 60 days before publication. Filed 8 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 112 stories about Strait of Hormuz from the past 7 days and 319 stories from the past 30. That is faster than its usual pace over the past month. “Iran says supertanker carrying over 2 million barrels of oil hit mine near Hormuz” is tagged to Strait of Hormuz.
How solid the energy case looks
25 out of 100
“Iran says supertanker carrying over 2 million barrels of oil hit mine near Hormuz” scores 25 out of 100. The score uses 2 sources.