IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. Drones
Published . Updated .
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This report is about tanker shipping and defense. Names like FRO and DHT typically gain because 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.
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.
- 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.
- 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.
- 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.
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 |
| FRO | +16.66% | +7.37% | 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 |
| TNK | +14.26% | +7.57% | 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 in Hormuz and Capture of Two U.S. Drones IranWire
Source: IranWire
What happened to Amplify Commodity Trust (BWET) the last 8 times Strait of Hormuz was in the news
Across 8 earlier stories, Amplify Commodity Trust (BWET) the next day averaged +4.35%. The largest gain was +4.46% and the largest drop was +4.09%, from 7 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | +4.35% | +4.46% | +4.09% | 7 |
| Amplify Commodity Trust (BWET) | three days later | -0.80% | +1.56% | -6.70% | 7 |
| Frontline (FRO) | the next day | +4.44% | +5.13% | +2.38% | 8 |
| Frontline (FRO) | three days later | -3.39% | -3.03% | -5.55% | 7 |
| DHT Holdings (DHT) | the next day | +3.52% | +4.02% | +2.02% | 8 |
| DHT Holdings (DHT) | three days later | -0.82% | -0.60% | -2.13% | 7 |
- Hormuz oil spill forces closure of UAE beaches
- How a New “Arab Dark Fleet” Keeps Hormuz Oil Flowing
- The Arab Dark Fleet Keeping Hormuz Oil Flowing
- Iraq risks 80% oil revenue loss in renewed Hormuz closure
- Oil Prices Fly Blind as the Hormuz Enigma Deepens: Bousso
- Shafaq News..CENTCOM: Hormuz shipping lanes remain mine-free
Amplify Commodity Trust (BWET) since this story, compared with the market
| 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 |
The Strait of Hormuz count beside this story
Geopolitics Alpha has 203 stories about Strait of Hormuz from the past 7 days and 527 stories from the past 30. That is faster than its usual pace over the past month. “IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. Drones” is tagged to Strait of Hormuz.
Who gains and who loses around Amplify Commodity Trust (BWET)
The side that tends to collect
- FRO Frontline
Frontline (FRO) tends to benefit, medium confidence in the 5 Nov 2026 story “IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. Drones.” 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
For “IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. 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 in Hormuz and Capture of Two U.S. 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
Teekay Tankers (TNK) tends to benefit, medium confidence in the 5 Nov 2026 story “IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. Drones.” 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
In “IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. 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
In “IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. Drones,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story
What Strait of Hormuz means for Amplify Commodity Trust (BWET)
“IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. Drones” (5 Nov 2026) reaches Amplify Commodity Trust (BWET) through 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 strong the case is around Amplify Commodity Trust (BWET)
46 out of 100
“IRGC Reports Tanker Fires in Hormuz and Capture of Two U.S. Drones” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.