🇺🇸🇮🇷 Oil is above $100, but the real danger may be what happens to diesel I had an interesting conversation with financial analyst David Lin about what oil markets are telling us as tensions with Iran rise again. Brent is trading around $107 a barrel, and I'm tr
Published . Updated .
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+1.4%
Tanker operators earn more when freight rates spike
- INSW International Seaways-1.4%
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+4.9%
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR+3.8%
Energy companies move with Iran supply risk
- ZIM ZIM Integrated Shipping-2.2%
Container lines are exposed when a shipping lane is disrupted
- MATX Matson-5.7%
Container lines are exposed when a shipping lane is disrupted
- JPM JPMorgan Chase-3.9%
Bank profits move with lending and interest rates
- DAL Delta Air Lines-0.8%
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FRO | +6.79% | +12.33% | base | -0.13% | -3.46% | -4.23% | -2.34% |
| INSW | +5.96% | +10.51% | base | -2.81% | -7.38% | -7.46% | -1.59% |
| DHT | +5.12% | +13.35% | base | +0.64% | -1.71% | -0.34% | +3.03% |
| TNK | +9.47% | +9.63% | base | -0.23% | -2.41% | -2.57% | -1.21% |
| USO | -5.77% | -2.69% | base | +2.82% | +2.25% | +2.14% | +1.55% |
| XLE | -2.22% | +0.95% | base | +2.53% | +1.88% | +2.11% | +2.40% |
| ZIM | +1.56% | +3.10% | base | -1.07% | -1.83% | -1.30% | -1.27% |
| MATX | -4.66% | -0.81% | base | -1.02% | -2.34% | +0.16% | -0.89% |
| JPM | -0.76% | -1.20% | base | +1.23% | -0.61% | -0.07% | -0.12% |
| DAL | +5.24% | +1.89% | base | -3.46% | -4.40% | -1.77% | -0.50% |
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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🇺🇸🇮🇷 Oil is above $100, but the real danger may be what happens to diesel I had an interesting conversation with financial analyst David Lin about what oil markets are telling us as tensions with Iran rise again. Brent is trading around $1…
Source: X
Energy
| Company | When | Move | Status |
|---|---|---|---|
| BAC | that day | -0.88% | final price |
| BAC | the next day | -2.50% | final price |
| BAC | two days later | -1.97% | final price |
| BAC | three days later | -1.68% | final price |
| BAC | three days earlier | +4.39% | final price |
| BAC | five days earlier | +5.09% | final price |
| DAL | that day | -3.46% | final price |
| DAL | the next day | -4.40% | final price |
| DAL | two days later | -1.77% | final price |
| DAL | three days later | -0.50% | final price |
| DAL | three days earlier | +1.89% | final price |
| DAL | five days earlier | +5.24% | final price |
| DHT | that day | +0.64% | final price |
| DHT | the next day | -1.71% | final price |
| DHT | two days later | -0.34% | final price |
| DHT | three days later | +3.03% | final price |
| DHT | three days earlier | +13.35% | final price |
| DHT | five days earlier | +5.12% | final price |
| FRO | that day | -0.13% | final price |
| FRO | the next day | -3.46% | final price |
| FRO | two days later | -4.23% | final price |
| FRO | three days later | -2.34% | final price |
| FRO | three days earlier | +12.33% | final price |
| FRO | five days earlier | +6.79% | final price |
| INSW | that day | -2.81% | final price |
| INSW | the next day | -7.38% | final price |
| INSW | two days later | -7.46% | final price |
| INSW | three days later | -1.59% | final price |
| INSW | three days earlier | +10.51% | final price |
| INSW | five days earlier | +5.96% | final price |
| JPM | that day | +1.23% | final price |
| JPM | the next day | -0.61% | final price |
| JPM | two days later | -0.07% | final price |
| JPM | three days later | -0.12% | final price |
| JPM | three days earlier | -1.20% | final price |
| JPM | five days earlier | -0.76% | final price |
| MATX | that day | -1.02% | final price |
| MATX | the next day | -2.34% | final price |
| MATX | two days later | +0.16% | final price |
| MATX | three days later | -0.89% | final price |
| MATX | three days earlier | -0.81% | final price |
| MATX | five days earlier | -4.66% | final price |
| TNK | that day | -0.23% | final price |
| TNK | the next day | -2.41% | final price |
| TNK | two days later | -2.57% | final price |
| TNK | three days later | -1.21% | final price |
| TNK | three days earlier | +9.63% | final price |
| TNK | five days earlier | +9.47% | final price |
| USO | that day | +2.82% | final price |
| USO | the next day | +2.25% | final price |
| USO | two days later | +2.14% | final price |
| USO | three days later | +1.55% | final price |
| USO | three days earlier | -2.69% | final price |
| USO | five days earlier | -5.77% | final price |
| XLE | that day | +2.53% | final price |
| XLE | the next day | +1.88% | final price |
| XLE | two days later | +2.11% | final price |
| XLE | three days later | +2.40% | final price |
| XLE | three days earlier | +0.95% | final price |
| XLE | five days earlier | -2.22% | final price |
| XOM | that day | +2.45% | final price |
| XOM | the next day | +2.00% | final price |
| XOM | two days later | +1.81% | final price |
| XOM | three days later | +1.92% | final price |
| XOM | three days earlier | -0.37% | final price |
| XOM | five days earlier | -3.27% | final price |
| ZIM | that day | -1.07% | final price |
| ZIM | the next day | -1.83% | final price |
| ZIM | two days later | -1.30% | final price |
| ZIM | three days later | -1.27% | final price |
| ZIM | three days earlier | +3.10% | final price |
| ZIM | five days earlier | +1.56% | final price |
Energy
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 42 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 42 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 50 days before publication. Filed 4 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).
How solid the energy case looks
12 out of 100
“🇺🇸🇮🇷 Oil is above $100, but the real danger may be what happens to diesel I had an interesting conversation with financial analyst David Lin about what oil markets are telling us as tensions with Iran rise again. Brent is trading around $107 a barrel, and I'm tr” scores 12 out of 100. The score uses 1 sources.