Geopolitics Alpha

Iran threatens tankers in Hormuz with destruction as oil and stocks swing wildly

Published . Updated .

ENERGY · STRAIT OF HORMUZIran threatens tankers in Hormuzwith destruction as oil and stocksswing wildlyGEOPOLITICS ALPHA

This report is about Tanker rates and Gulf supply. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike. Linked by “tanker” in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF+64.8% 18d

    Tracks tanker freight-rate futures. Linked by “tanker” in this story

  • FRO Frontline+4.7% 30d

    Tanker operators earn more when freight rates spike. Linked by “tanker” in this story

  • INSW International Seaways+0.8% 6d

    Tanker operators earn more when freight rates spike. Linked by “tanker” in this story

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike. Linked by “tanker” in this story

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike. Linked by “tanker” in this story

  • BNO United States Brent Oil Fund+14.2% 30d

    Tracks Brent when Gulf supply is at risk. Linked by “hormuz” in this story

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWETNo price data for this ticker———————
FRO-4.16%-3.04%baseafter closeafter closeafter closeafter close
INSW-5.43%+0.49%baseafter closeafter closeafter closeafter close
DHT-6.23%-1.71%baseafter closeafter closeafter closeafter close
TNK-4.67%-3.50%baseafter closeafter closeafter closeafter close
BNONo price data for this ticker———————

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.

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Iran threatens tankers in Hormuz with destruction as oil and stocks swing wildly Startup Fortune

Source: Startup Fortune

Strait of Hormuz

CompanyWhenMoveStatus
DHTthree days earlier-1.71%final price
DHTfive days earlier-6.23%final price
FROthree days earlier-3.04%final price
FROfive days earlier-4.16%final price
INSWthree days earlier+0.49%final price
INSWfive days earlier-5.43%final price
TNKthree days earlier-3.50%final price
TNKfive days earlier-4.67%final price

Strait of Hormuz on the map for this story

Strait of Hormuz

Geopolitics Alpha has 119 stories about Strait of Hormuz from the past 7 days and 291 stories from the past 30. That is faster than its usual pace over the past month. “Iran threatens tankers in Hormuz with destruction as oil and stocks swing wildly” is tagged to Strait of Hormuz.

How solid the energy case looks

12 out of 100

“Iran threatens tankers in Hormuz with destruction as oil and stocks swing wildly” scores 12 out of 100. The score uses 1 sources.