Iran says tankers struck in Hormuz amid fears of new US attack
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Iranian forces say five oil tankers and a tugboat have caught fire in several incidents in 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-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) 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.
- FRO Frontline+1.0% 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.
- 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-9.6% 14d
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-2.7% 17d
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 |
|---|---|---|---|---|---|---|---|
| BWET | +32.30% | +28.62% | base | -4.78% | after close | after close | after close |
| USO | +15.71% | +7.84% | base | +1.93% | after close | after close | after close |
| ITA | +0.76% | +0.87% | base | -4.00% | after close | after close | after close |
| TNK | +14.26% | +7.57% | base | -6.61% | after close | after close | after close |
| FRO | +16.66% | +7.37% | base | -6.75% | after close | after close | after close |
| DHT | +13.74% | +8.20% | base | -5.69% | after close | after close | after close |
| INSW | +14.12% | +6.11% | base | -3.90% | after close | after close | after close |
| XOM | +8.08% | +6.08% | base | -2.44% | 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.
Iran says tankers struck in Hormuz amid fears of new US attack Al Jazeera
Source: Al Jazeera
How Amplify Commodity Trust (BWET) moved after the last 13 energy shocks
In the last 13 similar stories, Amplify Commodity Trust (BWET) moved an average of +4.12% the next day. The best was +4.46% and the worst was +4.09%, from 13 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | +4.12% | +4.46% | +4.09% | 13 |
| Amplify Commodity Trust (BWET) | three days later | -6.06% | +1.56% | -6.70% | 13 |
| United States Oil Fund (USO) | the next day | +1.37% | +2.20% | +1.30% | 13 |
| United States Oil Fund (USO) | three days later | -5.03% | -4.19% | -5.11% | 11 |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | +0.98% | +0.98% | +0.98% | 1 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | +4.19% | +4.19% | +4.19% | 1 |
| Teekay Tankers (TNK) | the next day | +1.24% | +2.88% | +1.10% | 13 |
| Teekay Tankers (TNK) | three days later | -3.56% | -2.67% | -3.78% | 5 |
- Iraq risks 80% oil revenue loss in renewed Hormuz closure
- Oil Prices Fly Blind as the Hormuz Enigma Deepens: Bousso
- Shafaq News..CENTCOM: Hormuz shipping lanes remain mine-free
- Iran claims four tankers on fire after hitting mines in Hormuz
- Exclusive-QatarEnergy buys US, other LNG to hedge future Hormuz disruptions By Reuters
- QatarEnergy secures 20-year US LNG supply from Woodside amid Hormuz blockade
The price since 5 Nov 2026: Amplify Commodity Trust (BWET) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | -4.78% | final price |
| Amplify Commodity Trust (BWET) | three days earlier | +28.62% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +32.30% | final price |
| DHT Holdings (DHT) | that day | -5.69% | final price |
| DHT Holdings (DHT) | three days earlier | +8.20% | final price |
| DHT Holdings (DHT) | five days earlier | +13.74% | final price |
| Frontline (FRO) | that day | -6.75% | final price |
| Frontline (FRO) | three days earlier | +7.37% | final price |
| Frontline (FRO) | five days earlier | +16.66% | final price |
| International Seaways (INSW) | that day | -3.90% | final price |
| International Seaways (INSW) | three days earlier | +6.11% | final price |
| International Seaways (INSW) | five days earlier | +14.12% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | -4.00% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +0.87% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +0.76% | final price |
| Teekay Tankers (TNK) | that day | -6.61% | final price |
| Teekay Tankers (TNK) | three days earlier | +7.57% | final price |
| Teekay Tankers (TNK) | five days earlier | +14.26% | final price |
| United States Oil Fund (USO) | that day | +1.93% | final price |
| United States Oil Fund (USO) | three days earlier | +7.84% | final price |
| United States Oil Fund (USO) | five days earlier | +15.71% | final price |
| ExxonMobil Holdings (XOM) | that day | -2.44% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +6.08% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +8.08% | final price |
Congressional trades in Amplify Commodity Trust (BWET) around 5 Nov 2026
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 22 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 66 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).
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 189 stories about Strait of Hormuz from the past 7 days and 532 stories from the past 30. That is faster than its usual pace over the past month. “Iran says tankers struck in Hormuz amid fears of new US attack” is tagged to Strait of Hormuz.
Who collects and who pays in energy
Companies that tend to gain
- TNK Teekay Tankers
Teekay Tankers (TNK) tends to benefit, medium confidence in the 5 Nov 2026 story “Iran says tankers struck in Hormuz amid fears of new US attack.” 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
- FRO Frontline
In “Iran says tankers struck in Hormuz amid fears of new US attack,” 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
- DHT DHT Holdings
DHT Holdings (DHT) tends to benefit, medium confidence in the 5 Nov 2026 story “Iran says tankers struck in Hormuz amid fears of new US attack.” 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 tankers struck in Hormuz amid fears of new US attack,” 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
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Iran says tankers struck in Hormuz amid fears of new US attack.” 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
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Iran says tankers struck in Hormuz amid fears of new US attack.” 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 tankers struck in Hormuz amid fears of new US attack,” 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
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “Iran says tankers struck in Hormuz amid fears of new US attack.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story
From Strait of Hormuz to Amplify Commodity Trust (BWET)
The 5 Nov 2026 story “Iran says tankers struck in Hormuz amid fears of new US attack” names Amplify Commodity Trust (BWET) because of 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 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 145.42.
How strong the case is around Amplify Commodity Trust (BWET)
46 out of 100
“Iran says tankers struck in Hormuz amid fears of new US attack” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.