Geopolitics Alpha

Iran updates: US plans worldwide restrictions on Iranian airlines, Bessent says

Published . Updated .

TAIWAN STRAITIran updates: US plans worldwiderestrictions on Iranian airlines,Bessent saysGEOPOLITICS ALPHA

This report is about Tanker rates and Iran. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.5%

    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+0.9%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+4.9%

    Energy companies move with Iran supply risk

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson-5.7%

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines-0.7%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRONo price data for this ticker———————
INSWNo price data for this ticker———————
DHTNo price data for this ticker———————
TNKNo price data for this ticker———————
USONo price data for this ticker———————
XLENo price data for this ticker———————
ZIMNo price data for this ticker———————
MATXNo price data for this ticker———————
XOMNo price data for this ticker———————
DALNo 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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Where this story sits: Taiwan Strait

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Iran updates: US plans worldwide restrictions on Iranian airlines, Bessent says.” The recent pace is rising.