Geopolitics Alpha

Iran sets supertanker ablaze after US takes out ship breaking blockade

Published . Updated .

Iran sets supertanker ablaze after US takes out ship breaking blockade New York Post

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • STNG Scorpio Tankers

    Tanker operators earn more when freight rates spike

  • 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-3.33%-3.73%—+6.49%+7.83%+1.26%-4.87%
TNK———————
USO———————
XLE———————
XOM———————
CVX-2.61%-3.22%—+1.43%+2.75%+4.76%+3.48%
STNG———————
DAL+1.16%+0.99%—-2.50%-3.18%-6.69%-4.98%

Iran sets supertanker ablaze after US takes out ship breaking blockade New York Post

Source: New York Post

Price since this story was published: United States Brent Oil Fund (BNO)

Since the first closing price after “Iran sets supertanker ablaze after US takes out ship breaking blockade,” United States Brent Oil Fund (BNO) is +2.99%. The S&P 500 fund (SPY) is -1.47% over the same days, a +4.46% difference versus the market. energy stocks (XLE) is +2.70%, a +0.30% difference versus that group of stocks.

CompanyWhenMoveStatus
United States Brent Oil Fund (BNO)that day+1.77%final price
United States Brent Oil Fund (BNO)the next day+1.77%final price
United States Brent Oil Fund (BNO)two days later+1.69%final price
United States Brent Oil Fund (BNO)three days later+1.38%final price
United States Brent Oil Fund (BNO)three days earlier-3.24%final price
United States Brent Oil Fund (BNO)five days earlier-3.94%final price
CVXthat day+1.43%final price
CVXthe next day+2.75%final price
CVXtwo days later+4.76%final price
CVXthree days later+3.48%final price
CVXthree days earlier-3.22%final price
CVXfive days earlier-2.61%final price
DALthat day-2.50%final price
DALthe next day-3.18%final price
DALtwo days later-6.69%final price
DALthree days later-4.98%final price
DALthree days earlier+0.99%final price
DALfive days earlier+1.16%final price
DHTthat day+6.49%final price
DHTthe next day+7.83%final price
DHTtwo days later+1.26%final price
DHTthree days later-4.87%final price
DHTthree days earlier-3.73%final price
DHTfive days earlier-3.33%final price
First Trust Global Wind Energy Etf (FAN)that day0.00%final price
First Trust Global Wind Energy Etf (FAN)the next day+1.23%final price
First Trust Global Wind Energy Etf (FAN)two days later-1.09%final price
First Trust Global Wind Energy Etf (FAN)three days later-1.04%final price
First Trust Global Wind Energy Etf (FAN)three days earlier+0.59%final price
First Trust Global Wind Energy Etf (FAN)five days earlier+1.81%final price
BNO
SPY
XLE

United States Brent Oil Fund (BNO) on one side of this energy story

Companies mentioned with this story

  • BNO United States Brent Oil Fund

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “Iran sets supertanker ablaze after US takes out ship breaking blockade.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • UGA United States Gasoline Fund

    For “Iran sets supertanker ablaze after US takes out ship breaking blockade,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “Iran sets supertanker ablaze after US takes out ship breaking blockade.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • VDE Vanguard World Fd

    Vanguard World Fd (VDE) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “Iran sets supertanker ablaze after US takes out ship breaking blockade.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • FENY

    For “Iran sets supertanker ablaze after US takes out ship breaking blockade,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    In “Iran sets supertanker ablaze after US takes out ship breaking blockade,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • IEZ Ishares U.S. Oil Equipment & Services Etf

    Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “Iran sets supertanker ablaze after US takes out ship breaking blockade.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • FAN First Trust Global Wind Energy Etf

    In “Iran sets supertanker ablaze after US takes out ship breaking blockade,” First Trust Global Wind Energy Etf (FAN) is linked, with no stored direction, medium confidence. Reason on file: GA selected FAN as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

United States Brent Oil Fund (BNO) and the energy link

United States Brent Oil Fund (BNO) is the company in “Iran sets supertanker ablaze after US takes out ship breaking blockade,” the 11 Oct 2026 Energy story.

What ties United States Brent Oil Fund (BNO) to the headline is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

A second company, United States Gasoline Fund (UGA), is listed for a different reason: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

The price range for United States Brent Oil Fund (BNO), and the dates in the story

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

What the saved facts support for United States Brent Oil Fund (BNO)

46 out of 100

“Iran sets supertanker ablaze after US takes out ship breaking blockade” scores 46 out of 100. The score uses 1 sources, and 12 linked companies.