Geopolitics Alpha

Iran says tanker carrying liquefied gas hit mine, exploded in Hormuz

Published . Updated .

Key takeaways

  • Exposed: UNG, XLE, BWET, USO, FRO
  • Market reaction: price tracking starts with the next trading session.

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ENERGY · STRAIT OF HORMUZIran says tanker carryingliquefied gas hit mine, explodedin HormuzGEOPOLITICS ALPHA

This report is about natural gas and tanker shipping. Names like FRO and DHT typically gain because 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.

Directly affected

  • No company is named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-13.5% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.

  • XLE Energy Select Sector SPDR+7.5% 30d

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.

  • 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 “gas” (oil) in this story.

  • FRO Frontline+1.6% 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-7.8% 19d

    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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNG-10.79%-0.62%baseafter closeafter closeafter closeafter close
XLE-4.15%-3.23%baseafter closeafter closeafter closeafter close
BWET+16.99%-9.44%baseafter closeafter closeafter closeafter close
USO+1.59%-3.20%baseafter closeafter closeafter closeafter close
FRO-2.89%-6.19%baseafter closeafter closeafter closeafter close
DHT-7.22%-6.64%baseafter closeafter closeafter closeafter close
INSW-6.17%-6.05%baseafter closeafter closeafter closeafter close
TNK-2.69%-3.04%baseafter closeafter closeafter closeafter 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 tanker carrying liquefied gas hit mine, exploded in Hormuz The Times of Israel

Source: The Times of Israel

15 earlier Strait of Hormuz stories for United States Natural Gas Fund (UNG)

In the last 15 similar stories, United States Natural Gas Fund (UNG) moved an average of +1.24% the next day. The best was +1.54% and the worst was +0.65%, from 3 prices.

CompanyWhenAverageLargest gainLargest dropPrices
United States Natural Gas Fund (UNG)the next day+1.24%+1.54%+0.65%3
United States Natural Gas Fund (UNG)three days later+11.28%+12.12%+10.86%3
Select Sector Spdr Tr (XLE)the next day-6.27%-2.99%-6.96%9
Select Sector Spdr Tr (XLE)three days later-6.99%-2.06%-11.35%9
Amplify Commodity Trust (BWET)the next day-14.10%-4.78%-19.70%15
Amplify Commodity Trust (BWET)three days later-29.00%-26.29%-30.61%15
United States Oil Fund (USO)the next day-3.35%+2.60%-6.32%15
United States Oil Fund (USO)three days later-7.61%-2.71%-12.25%15

United States Natural Gas Fund (UNG) since this story, compared with the market

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier-9.44%final price
Amplify Commodity Trust (BWET)five days earlier+16.99%final price
DHT Holdings (DHT)three days earlier-6.64%final price
DHT Holdings (DHT)five days earlier-7.22%final price
Frontline (FRO)three days earlier-6.19%final price
Frontline (FRO)five days earlier-2.89%final price
International Seaways (INSW)three days earlier-6.05%final price
International Seaways (INSW)five days earlier-6.17%final price
Teekay Tankers (TNK)three days earlier-3.04%final price
Teekay Tankers (TNK)five days earlier-2.69%final price
United States Natural Gas Fund (UNG)three days earlier-0.62%final price
United States Natural Gas Fund (UNG)five days earlier-10.79%final price
United States Oil Fund (USO)three days earlier-3.20%final price
United States Oil Fund (USO)five days earlier+1.59%final price
Select Sector Spdr Tr (XLE)three days earlier-3.23%final price
Select Sector Spdr Tr (XLE)five days earlier-4.15%final price

The Strait of Hormuz count beside this story

Strait of Hormuz

Geopolitics Alpha has 212 stories about Strait of Hormuz from the past 7 days and 705 stories from the past 30. That is about its usual pace over the past month. “Iran says tanker carrying liquefied gas hit mine, exploded in Hormuz” is tagged to Strait of Hormuz.

Companies in energy around United States Natural Gas Fund (UNG)

Companies that tend to gain

  • FRO Frontline

    Frontline (FRO) tends to benefit, medium confidence in the 13 Nov 2026 story “Iran says tanker carrying liquefied gas hit mine, exploded in 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

    In “Iran says tanker carrying liquefied gas hit mine, exploded in Hormuz,” DHT Holdings (DHT) tends to benefit, medium confidence. 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

    For “Iran says tanker carrying liquefied gas hit mine, exploded in 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 tanker carrying liquefied gas hit mine, exploded in 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

  • UNG United States Natural Gas Fund

    For “Iran says tanker carrying liquefied gas hit mine, exploded in Hormuz,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Iran says tanker carrying liquefied gas hit mine, exploded in Hormuz.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

  • BWET Amplify Commodity Trust

    In “Iran says tanker carrying liquefied gas hit mine, exploded in 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

  • USO United States Oil Fund

    In “Iran says tanker carrying liquefied gas hit mine, exploded in 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 “gas” (oil) in this story

United States Natural Gas Fund (UNG) and the energy link

United States Natural Gas Fund (UNG) is the company in “Iran says tanker carrying liquefied gas hit mine, exploded in Hormuz,” the 13 Nov 2026 Strait of Hormuz story.

United States Natural Gas Fund (UNG) is on the page because United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “gas” (natural gas) in this story

Dates in the story, and the United States Natural Gas Fund (UNG) price range

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.34. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

How solid the energy case looks

46 out of 100

“Iran says tanker carrying liquefied gas hit mine, exploded in Hormuz” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.