Is the Strait of Hormuz Really Safe After the Iran War?
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This report is about defense and oil. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- USO United States Oil Fund-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.
- FRO Frontline+1.0% 30d
Tanker operators earn more when freight rates spike. Linked by “hormuz” in this story
- CVX Chevron+5.5% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.
- COP ConocoPhillips+3.9% 19d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | +2.67% | +5.93% | base | after close | after close | after close | after close |
| XAR | +6.16% | +9.25% | base | after close | after close | after close | after close |
| USO | +13.96% | +6.75% | base | after close | after close | after close | after close |
| BWET | +38.94% | +24.54% | base | after close | after close | after close | after close |
| XOM | +13.27% | +7.37% | base | after close | after close | after close | after close |
| FRO | +27.38% | +17.44% | base | after close | after close | after close | after close |
| CVX | +10.62% | +5.78% | base | after close | after close | after close | after close |
| COP | +13.68% | +6.58% | 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.
Is the Strait of Hormuz Really Safe After the Iran War? Modern Diplomacy
Source: Modern Diplomacy
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | three days earlier | +24.54% | final price |
| BWET | five days earlier | +38.94% | final price |
| COP | three days earlier | +6.58% | final price |
| COP | five days earlier | +13.68% | final price |
| CVX | three days earlier | +5.78% | final price |
| CVX | five days earlier | +10.62% | final price |
| FRO | three days earlier | +17.44% | final price |
| FRO | five days earlier | +27.38% | final price |
| ITA | three days earlier | +5.93% | final price |
| ITA | five days earlier | +2.67% | final price |
| USO | three days earlier | +6.75% | final price |
| USO | five days earlier | +13.96% | final price |
| XAR | three days earlier | +9.25% | final price |
| XAR | five days earlier | +6.16% | final price |
| XOM | three days earlier | +7.37% | final price |
| XOM | five days earlier | +13.27% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 23 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 67 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 23 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 44 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 65 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 72 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 74 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
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).
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 180 stories about Strait of Hormuz from the past 7 days and 537 stories from the past 30. That is faster than its usual pace over the past month. “Is the Strait of Hormuz Really Safe After the Iran War?” is tagged to Strait of Hormuz.
How solid “Is the Strait of Hormuz Really Safe After the Iran War?” looks
12 out of 100
“Is the Strait of Hormuz Really Safe After the Iran War?” scores 12 out of 100. The score uses 1 sources.