Geopolitics Alpha

Iran ships some gas, jet fuel depsite US blockade through Gulf of Oman

Published . Updated .

Iran ships some gas, jet fuel depsite US blockade through Gulf of Oman The Jerusalem 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

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • 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———————
TNK———————
USO———————
XLE———————
ZIM———————
MATX———————
XOM———————
DAL———————

Iran ships some gas, jet fuel depsite US blockade through Gulf of Oman The Jerusalem Post

Source: The Jerusalem Post

Gulf of Oman, seven days against thirty

Gulf of Oman has 6 linked stories in the last 7 days and 6 in the last 30 on the page that also carries “Iran ships some gas, jet fuel depsite US blockade through Gulf of Oman.” The recent pace is rising.

How solid the shipping case looks

12 out of 100

“Iran ships some gas, jet fuel depsite US blockade through Gulf of Oman” scores 12 out of 100. The score uses 1 sources.