IRGC reports tanker fires, claims capture of two US drones
Published . Updated .
Key takeaways
- Iran's Islamic Revolutionary Guard Corps stated that two oil tankers and a tugboat were burned in different strikes in the Strait of Hormuz after trying to navigate through the maritime corridor which it believes are unauthorised, as tensions escalate over the control of the
- Exposed: BWET, ITA, FRO, DHT, INSW
- Market reaction: price tracking starts with the next trading session.
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Iran's Islamic Revolutionary Guard Corps stated that two oil tankers and a tugboat were burned in different strikes in the Strait of Hormuz after trying to navigate through the maritime corridor which it believes are unauthorised, as tensions escalate over the control of the
Directly affected
- No company is named in this report.
Indirectly affected
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story.
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- FRO Frontline+10.3% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- TNK Teekay Tankers
Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- INSW International Seaways-4.8% 13d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWET | +32.30% | +28.62% | base | after close | after close | after close | after close |
| ITA | +0.76% | +0.87% | base | after close | after close | after close | after close |
| USONo price data for this ticker | — | — | — | — | — | — | — |
| FRO | +16.66% | +7.37% | base | after close | after close | after close | after close |
| TNK | +14.26% | +7.57% | base | after close | after close | after close | after close |
| DHT | +13.74% | +8.20% | base | after close | after close | after close | after close |
| INSW | +14.12% | +6.11% | base | after close | after close | after close | after close |
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.
IRGC reports tanker fires, claims capture of two US drones Free Press Kashmir
Source: Free Press Kashmir
11 earlier Strait of Hormuz stories for Amplify Commodity Trust (BWET)
Those 11 earlier stories put Amplify Commodity Trust (BWET) at an average move of +3.95% the next day. Largest gain +4.46%, largest drop +0.48%, from 10 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | +3.95% | +4.46% | +0.48% | 10 |
| Amplify Commodity Trust (BWET) | three days later | -0.61% | +4.59% | -6.70% | 10 |
| Frontline (FRO) | the next day | +4.04% | +5.13% | +1.38% | 11 |
| Frontline (FRO) | three days later | -2.65% | +2.95% | -5.55% | 9 |
| DHT Holdings (DHT) | the next day | +3.12% | +4.02% | +0.10% | 11 |
| DHT Holdings (DHT) | three days later | -0.54% | +1.46% | -2.13% | 9 |
- How a New “Arab Dark Fleet” Keeps Hormuz Oil Flowing
- The Arab Dark Fleet Keeping Hormuz Oil Flowing
- Iranian Lawmaker: Oil Market Contradicts US Claims on Hormuz
- Oil Prices Fly Blind as the Hormuz Enigma Deepens: Bousso
- Shafaq News..CENTCOM: Hormuz shipping lanes remain mine-free
- Adnoc Tells Clients New Hormuz Bypass Pipe to Start Early 2027
The price since 5 Nov 2026: Amplify Commodity Trust (BWET) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +28.62% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +32.30% | final price |
| DHT Holdings (DHT) | three days earlier | +8.20% | final price |
| DHT Holdings (DHT) | five days earlier | +13.74% | final price |
| Frontline (FRO) | three days earlier | +7.37% | final price |
| Frontline (FRO) | five days earlier | +16.66% | final price |
| International Seaways (INSW) | three days earlier | +6.11% | final price |
| International Seaways (INSW) | five days earlier | +14.12% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +0.87% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +0.76% | final price |
| Teekay Tankers (TNK) | three days earlier | +7.57% | final price |
| Teekay Tankers (TNK) | five days earlier | +14.26% | final price |
Where “IRGC reports tanker fires, claims capture of two US drones” sits: Strait of Hormuz
Geopolitics Alpha has 200 stories about Strait of Hormuz from the past 7 days and 523 stories from the past 30. That is faster than its usual pace over the past month. “IRGC reports tanker fires, claims capture of two US drones” is tagged to Strait of Hormuz.
Who gains and who pays if Strait of Hormuz stays in the story
The side that tends to collect
- FRO Frontline
For “IRGC reports tanker fires, claims capture of two US drones,” Frontline (FRO) tends to benefit, medium confidence. Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- DHT DHT Holdings
In “IRGC reports tanker fires, claims capture of two US drones,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- INSW International Seaways
International Seaways (INSW) tends to benefit, medium confidence in the 5 Nov 2026 story “IRGC reports tanker fires, claims capture of two US drones.” Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- TNK Teekay Tankers
In “IRGC reports tanker fires, claims capture of two US drones,” Teekay Tankers (TNK) tends to benefit, medium confidence. Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
No up or down call on file
- BWET Amplify Commodity Trust
For “IRGC reports tanker fires, claims capture of two US drones,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
- ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “IRGC reports tanker fires, claims capture of two US drones.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story
How a Strait of Hormuz shock reaches Amplify Commodity Trust (BWET)
The 5 Nov 2026 story “IRGC reports tanker fires, claims capture of two US drones” names Amplify Commodity Trust (BWET) because of Strait of Hormuz.
For Amplify Commodity Trust (BWET), the reason on file says Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
IShares U.S. Aerospace & Defense ETF (ITA) is here too. Its reason reads: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story
The price range for Amplify Commodity Trust (BWET), and the dates in the story
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. FRO traded between 49.05 and 59.74 across 20 sessions. The latest close on file is 52.47. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38.
How solid “IRGC reports tanker fires, claims capture of two US drones” looks
46 out of 100
“IRGC reports tanker fires, claims capture of two US drones” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.