Geopolitics Alpha

Iranian ‘ghost fleet’ filmed evading US blockade en route to China, UANI says

Published . Updated .

Iranian ‘ghost fleet’ filmed evading US blockade en route to China, UANI says

United Against Nuclear Iran documented the SOGL carrying 500,000 barrels of sanctioned Iranian LPG destined for Xinzhou Port, China

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+13.9% 30d

    United States Oil Fund: its price follows crude oil. Linked by “barrel” (oil) in this story.

  • XLE Energy Select Sector SPDR+12.1% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “barrel” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “port” (container shipping) in this story.

  • FXI iShares China Large-Cap ETF-5.0% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • XOM ExxonMobil Holdings+13.4% 16d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “barrel” (oil) in this story.

  • CVX Chevron+15.7% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “barrel” (oil) in this story.

  • SLB Slb N.V+3.8% 30d

    Slb N.V (oil and gas field services): oil producers' profits rise and fall with crude prices. Linked by “barrel” (oil) in this story.

  • COP ConocoPhillips+8.3% 30d

    ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “barrel” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-1.54%-1.29%baseafter closeafter closeafter closeafter close
XLE-0.51%-2.20%baseafter closeafter closeafter closeafter close
BWETNo price data for this ticker———————
FXINo price data for this ticker———————
XOM-1.45%-2.77%baseafter closeafter closeafter closeafter close
CVX-1.54%-2.69%baseafter closeafter closeafter closeafter close
SLBNo price data for this ticker———————
COPNo 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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Iranian ‘ghost fleet’ filmed evading US blockade en route to China, UANI says 930 WFMD Free Talk

Source: 930 WFMD Free Talk

Shipping

CompanyWhenMoveStatus
CVXthree days earlier-2.69%final price
CVXfive days earlier-1.54%final price
USOthree days earlier-1.29%final price
USOfive days earlier-1.54%final price
XLEthree days earlier-2.20%final price
XLEfive days earlier-0.51%final price
XOMthree days earlier-2.77%final price
XOMfive days earlier-1.45%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid the shipping case looks

12 out of 100

“Iranian ‘ghost fleet’ filmed evading US blockade en route to China, UANI says” scores 12 out of 100. The score uses 1 sources.