Geopolitics Alpha

New electronics reach Iran, but prices soar as gov’t fees, US sanctions hit

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GEOPOLITICS ALPHANew electronics reach Iran, butprices soar as gov’t fees, USsanctions hitGEOPOLITICS ALPHA

This report is about Tanker rates and Iran. 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+4.7%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways+0.8%

    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+8.2%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+7.4%

    Energy companies move with Iran supply risk

  • XOM Exxon Mobil+11.0%

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron+9.9%

    Oil producers move when sanctioned barrels leave the market

  • ZIM ZIM Integrated Shipping-1.2%

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines-3.8%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO+2.38%-1.82%base+3.26%after closeafter closeafter close
INSW+1.36%-3.49%base+2.13%after closeafter closeafter close
DHT-2.28%-3.23%base+1.78%after closeafter closeafter close
TNK+1.72%-0.66%base+4.37%after closeafter closeafter close
USO-0.46%-1.11%base+4.31%after closeafter closeafter close
XLE+0.97%+0.55%base+2.56%after closeafter closeafter close
XOM+0.46%-0.17%base+2.81%after closeafter closeafter close
CVX-0.70%-0.41%base+3.00%after closeafter closeafter close
ZIM+0.53%+0.29%base+0.76%after closeafter closeafter close
DAL-4.91%-3.24%base-3.15%after closeafter closeafter 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.

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New electronics reach Iran, but prices soar as gov’t fees, US sanctions hit Al Jazeera

Source: Al Jazeera

This story

CompanyWhenMoveStatus
CVXthat day+3.00%final price
CVXthree days earlier-0.41%final price
CVXfive days earlier-0.70%final price
DALthat day-3.15%final price
DALthree days earlier-3.24%final price
DALfive days earlier-4.91%final price
DHTthat day+1.78%final price
DHTthree days earlier-3.23%final price
DHTfive days earlier-2.28%final price
FROthat day+3.26%final price
FROthree days earlier-1.82%final price
FROfive days earlier+2.38%final price
INSWthat day+2.13%final price
INSWthree days earlier-3.49%final price
INSWfive days earlier+1.36%final price
OXYthat day+2.68%final price
OXYthree days earlier+0.70%final price
OXYfive days earlier-0.16%final price
TNKthat day+4.37%final price
TNKthree days earlier-0.66%final price
TNKfive days earlier+1.72%final price
USOthat day+4.31%final price
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%final price
XLEthat day+2.56%final price
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%final price
XOMthat day+2.81%final price
XOMthree days earlier-0.17%final price
XOMfive days earlier+0.46%final price
ZIMthat day+0.76%final price
ZIMthree days earlier+0.29%final price
ZIMfive days earlier+0.53%final price

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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).

This story

25 out of 100

“New electronics reach Iran, but prices soar as gov’t fees, US sanctions hit” scores 25 out of 100. The score uses 2 sources.