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๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ท Oil markets are pricing in the latest Hormuz disruption, and the global system is still adapting rather than breaking. Global monetary expert Jeff Snider, founder of Eurodollar University, told Brandon Weichert that Keplerโ€™s report of Strait of Hormuz flows f

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๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ท Oil markets are pricing in the latest Hormuz disruption, and the global system is still adapting rather than breaking. Global monetary expert Jeff Snider, founder of Eurodollar University, told Brandon Weichert that Keplerโ€™s report of Strait of Hormuz flows f X

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

  • USO United States Oil Fund

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with a Gulf supply scare

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • 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

TickerT-5T-3T-1T0T+1T+2T+3
FROโ€”โ€”โ€”โ€”โ€”โ€”โ€”
INSWโ€”โ€”โ€”โ€”โ€”โ€”โ€”
DHTโ€”โ€”โ€”โ€”โ€”โ€”โ€”
TNKโ€”โ€”โ€”โ€”โ€”โ€”โ€”
USOโ€”โ€”โ€”โ€”โ€”โ€”โ€”
XLEโ€”โ€”โ€”โ€”โ€”โ€”โ€”
TLTโ€”โ€”โ€”โ€”โ€”โ€”โ€”
IEFโ€”โ€”โ€”โ€”โ€”โ€”โ€”
XOMโ€”โ€”โ€”โ€”โ€”โ€”โ€”
DALโ€”โ€”โ€”โ€”โ€”โ€”โ€”

๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ท Oil markets are pricing in the latest Hormuz disruption, and the global system is still adapting rather than breaking. Global monetary expert Jeff Snider, founder of Eurodollar University, told Brandon Weichert that Keplerโ€™s report ofโ€ฆ

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How solid the energy case looks

12 out of 100

โ€œ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ท Oil markets are pricing in the latest Hormuz disruption, and the global system is still adapting rather than breaking. Global monetary expert Jeff Snider, founder of Eurodollar University, told Brandon Weichert that Keplerโ€™s report of Strait of Hormuz flows fโ€ scores 12 out of 100. The score uses 1 sources.