More than 95% of ships navigate Strait of Hormuz safely despite Iranian 'aggression,' US military says
Published . Updated .
This report is about defense and oil. Names like LMT and XOM typically gain because lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-6.6% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.
- USO United States Oil Fund+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “iranian” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iranian” (tanker shipping) in this story.
- LMT Lockheed Martin+19.0% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.
- XOM ExxonMobil Holdings+10.6% 15d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iranian” (oil) in this story.
- RTX Rtx+2.2% 10d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “military” (defense) in this story.
- FRO Frontline+14.2% 30d
Tanker operators earn more when freight rates spike. Linked by “hormuz” 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 | +2.64% | +1.68% | base | +2.36% | +1.91% | +2.66% | +5.99% |
| XAR | +2.49% | +2.16% | base | +2.51% | +2.96% | +3.28% | +8.00% |
| USO | -5.13% | -5.78% | base | -1.59% | -3.69% | -1.69% | -1.37% |
| BWET | -3.51% | -11.34% | base | +0.00% | +0.12% | +0.48% | +4.59% |
| LMT | -9.31% | -8.71% | base | +5.08% | +3.40% | +4.21% | +6.72% |
| XOM | -2.72% | -2.80% | base | +0.41% | -1.64% | -0.62% | -0.44% |
| RTX | +0.57% | +0.33% | base | +2.76% | +2.06% | +2.68% | +4.50% |
| FRO | -4.16% | -3.04% | base | +4.35% | +1.67% | +5.78% | +6.89% |
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
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More than 95% of ships navigate Strait of Hormuz safely despite Iranian 'aggression,' US military says Anadolu Ajansı
Source: Anadolu Ajansı
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | 0.00% | final price |
| BWET | the next day | +0.12% | final price |
| BWET | two days later | +0.48% | final price |
| BWET | three days later | +4.59% | final price |
| BWET | three days earlier | -11.34% | final price |
| BWET | five days earlier | -3.51% | final price |
| FRO | that day | +4.35% | final price |
| FRO | the next day | +1.67% | final price |
| FRO | two days later | +5.78% | final price |
| FRO | three days later | +6.89% | final price |
| FRO | three days earlier | -3.04% | final price |
| FRO | five days earlier | -4.16% | final price |
| ITA | that day | +2.36% | final price |
| ITA | the next day | +1.91% | final price |
| ITA | two days later | +2.66% | final price |
| ITA | three days later | +5.99% | final price |
| ITA | three days earlier | +1.68% | final price |
| ITA | five days earlier | +2.64% | final price |
| LMT | that day | +5.08% | final price |
| LMT | the next day | +3.40% | final price |
| LMT | two days later | +4.21% | final price |
| LMT | three days later | +6.72% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| RTX | that day | +2.76% | final price |
| RTX | the next day | +2.06% | final price |
| RTX | two days later | +2.68% | final price |
| RTX | three days later | +4.50% | final price |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
| USO | that day | -1.59% | final price |
| USO | the next day | -3.69% | final price |
| USO | two days later | -1.69% | final price |
| USO | three days later | -1.37% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| XAR | that day | +2.51% | final price |
| XAR | the next day | +2.96% | final price |
| XAR | two days later | +3.28% | final price |
| XAR | three days later | +8.00% | final price |
| XAR | three days earlier | +2.16% | final price |
| XAR | five days earlier | +2.49% | final price |
| XOM | that day | +0.41% | final price |
| XOM | the next day | -1.64% | final price |
| XOM | two days later | -0.62% | final price |
| XOM | three days later | -0.44% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 38 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 11 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 55 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 86 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold RTX, worth $100,001 - $250,000 on 31 Jul 2026. That is 86 days before publication. Filed 22 Sep 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).
Strait of Hormuz on the map for this story
Geopolitics Alpha has 183 stories about Strait of Hormuz from the past 7 days and 482 stories from the past 30. That is faster than its usual pace over the past month. “More than 95% of ships navigate Strait of Hormuz safely despite Iranian 'aggression,' US military says” is tagged to Strait of Hormuz.
How solid the defense case looks
12 out of 100
“More than 95% of ships navigate Strait of Hormuz safely despite Iranian 'aggression,' US military says” scores 12 out of 100. The score uses 1 sources.