Geopolitics Alpha

Iran war tilts balance of global oil power towards Americas

Published . Updated .

Iran war tilts balance of global oil power towards Americas Financial Times

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

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • 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———————
LMT———————
RTX———————
JPM———————
DAL———————

Iran war tilts balance of global oil power towards Americas Financial Times

Source: Financial Times

How solid “Iran war tilts balance of global oil power towards Americas” looks

12 out of 100

“Iran war tilts balance of global oil power towards Americas” scores 12 out of 100. The score uses 1 sources.