Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12
Published . Updated .
Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12 Nation Thailand
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
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- 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
Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12 Nation Thailand
Source: Nation Thailand
United States Brent Oil Fund (BNO) compared with energy stocks (XLE) since 12 Oct 2026
Since the first closing price after “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12,” United States Brent Oil Fund (BNO) is +3.06%. The S&P 500 fund (SPY) is -1.47% over the same days, a +4.53% difference versus the market. energy stocks (XLE) is +0.92%, a +2.14% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | -2.50% | final price |
| DAL | the next day | -3.18% | final price |
| DAL | two days later | -6.69% | final price |
| DAL | three days later | -4.98% | final price |
| DAL | three days earlier | +0.99% | final price |
| DAL | five days earlier | +1.16% | final price |
| DHT | that day | +6.49% | final price |
| DHT | the next day | +7.83% | final price |
| DHT | two days later | +1.26% | final price |
| DHT | three days later | -4.87% | final price |
| DHT | three days earlier | -3.73% | final price |
| DHT | five days earlier | -3.33% | final price |
| FRO | that day | +5.54% | final price |
| FRO | the next day | +5.19% | final price |
| FRO | two days later | +0.27% | final price |
| FRO | three days later | -6.36% | final price |
| FRO | three days earlier | -5.40% | final price |
| FRO | five days earlier | -4.17% | final price |
| INSW | that day | +3.69% | final price |
| INSW | the next day | +4.30% | final price |
| INSW | two days later | -1.00% | final price |
| INSW | three days later | -5.62% | final price |
| INSW | three days earlier | -2.49% | final price |
| INSW | five days earlier | -2.70% | final price |
| LMT | that day | +0.48% | final price |
| LMT | the next day | -1.13% | final price |
| LMT | two days later | +2.44% | final price |
| LMT | three days later | +4.55% | final price |
| LMT | three days earlier | -2.04% | final price |
| LMT | five days earlier | -0.61% | final price |
How busy Middle East has been lately
Middle East has 0 linked stories in the last 7 days and 0 in the last 30 on the page that also carries “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12.”
Companies in energy around United States Brent Oil Fund (BNO)
Companies mentioned with this story
- BNO United States Brent Oil Fund
For “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- UGA United States Gasoline Fund
In “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- GSG iShares S&P GSCI Commodity-Indexed Trust
iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- VDE Vanguard World Fd
In “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12,” Vanguard World Fd (VDE) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- FENY
FENY is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
For “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- IEZ Ishares U.S. Oil Equipment & Services Etf
Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- USO United States Oil Fund
For “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
What Middle East means for United States Brent Oil Fund (BNO)
On 12 Oct 2026, “Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12” is the story that connects United States Brent Oil Fund (BNO) to Middle East.
What ties United States Brent Oil Fund (BNO) to the headline is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
Also listed, United States Gasoline Fund (UGA): Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
Dates in the story, and the United States Brent Oil Fund (BNO) price range
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.
How strong the case is around United States Brent Oil Fund (BNO)
46 out of 100
“Oil gains as Middle East conflict and tanker attacks lift Brent to US$105.48 a barrel on October 12” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.