Geopolitics Alpha

IRGC says four vessels carrying oil hit mines near Hormuz, warns US of wider responses

Published . Updated .

This report is about Tanker rates and Gulf supply. 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

    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

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with a Gulf supply scare

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • 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———————
ZIM———————
MATX———————
XOM———————
DAL———————

IRGC says four vessels carrying oil hit mines near Hormuz, warns US of wider responses The Times of Israel

Source: The Times of Israel

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

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Strait of Hormuz, seven days against thirty

Strait of Hormuz has 214 linked stories in the last 7 days and 214 in the last 30 on the page that also carries “IRGC says four vessels carrying oil hit mines near Hormuz, warns US of wider responses.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“IRGC says four vessels carrying oil hit mines near Hormuz, warns US of wider responses” scores 12 out of 100. The score uses 1 sources.