Geopolitics Alpha

Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands

Published . Updated .

Key takeaways

  • The Director General of the Marine Pollution Assessment and Response Office at Iran’s Department of Environment announced the resurgence ...
  • Exposed: USO, XLE, BWET, XOM, CVX
  • Market reaction: price tracking starts with the next trading session.

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Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands

The Director General of the Marine Pollution Assessment and Response Office at Iran’s Department of Environment announced the resurgence ...

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund-5.0% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • CVX Chevron+5.5% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • COP ConocoPhillips+3.9% 19d

    ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • SHEL Shell+3.5% 11d

    Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • FRO Frontline+1.0% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+13.96%+6.75%baseafter closeafter closeafter closeafter close
XLE+13.47%+8.12%baseafter closeafter closeafter closeafter close
BWET+38.94%+24.54%baseafter closeafter closeafter closeafter close
XOM+13.27%+7.37%baseafter closeafter closeafter closeafter close
CVX+10.62%+5.78%baseafter closeafter closeafter closeafter close
COP+13.68%+6.58%baseafter closeafter closeafter closeafter close
SHEL+8.57%+4.08%baseafter closeafter closeafter closeafter close
FRO+27.38%+17.44%baseafter closeafter 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.

Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands IranWire

Source: IranWire

What happened to United States Oil Fund (USO) the last 19 times Strait of Hormuz was in the news

In the last 19 similar stories, United States Oil Fund (USO) moved an average of +1.30% the next day. The best was +1.30% and the worst was +1.30%, from 19 prices.

CompanyWhenAverageLargest gainLargest dropPrices
United States Oil Fund (USO)the next day+1.30%+1.30%+1.30%19
United States Oil Fund (USO)three days later-5.11%-5.11%-5.11%17
Select Sector Spdr Tr (XLE)the next day+2.25%+2.25%+2.25%19
Select Sector Spdr Tr (XLE)three days later-2.57%-2.57%-2.57%10
Amplify Commodity Trust (BWET)the next day+4.09%+4.09%+4.09%19
Amplify Commodity Trust (BWET)three days later-6.70%-6.70%-6.70%19
ExxonMobil Holdings (XOM)the next day+2.84%+2.84%+2.84%19
ExxonMobil Holdings (XOM)three days later-2.51%-2.51%-2.51%17

United States Oil Fund (USO) since “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands,” compared with the market

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+24.54%final price
Amplify Commodity Trust (BWET)five days earlier+38.94%final price
Conocophillips (COP)three days earlier+6.58%final price
Conocophillips (COP)five days earlier+13.68%final price
Chevron (CVX)three days earlier+5.78%final price
Chevron (CVX)five days earlier+10.62%final price
Frontline (FRO)three days earlier+17.44%final price
Frontline (FRO)five days earlier+27.38%final price
Shell (SHEL)three days earlier+4.08%final price
Shell (SHEL)five days earlier+8.57%final price
United States Oil Fund (USO)three days earlier+6.75%final price
United States Oil Fund (USO)five days earlier+13.96%final price
Select Sector Spdr Tr (XLE)three days earlier+8.12%final price
Select Sector Spdr Tr (XLE)five days earlier+13.47%final price
ExxonMobil Holdings (XOM)three days earlier+7.37%final price
ExxonMobil Holdings (XOM)five days earlier+13.27%final price

Trades by members of Congress and officials in the stocks in this story

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, seven days against thirty

Strait of Hormuz

Geopolitics Alpha has 182 stories about Strait of Hormuz from the past 7 days and 546 stories from the past 30. That is faster than its usual pace over the past month. “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands” is tagged to Strait of Hormuz.

Who collects and who pays in energy

Companies tied to this story

  • USO United States Oil Fund

    In “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • CVX Chevron

    Chevron (CVX) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • COP Conocophillips

    In “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • SHEL Shell

    In “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • FRO Frontline

    For “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands,” Frontline (FRO) is linked, with no stored direction, medium confidence. Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story

How “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands” reaches United States Oil Fund (USO)

On 6 Nov 2026, “Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands” is the story that connects United States Oil Fund (USO) to Strait of Hormuz.

The link for United States Oil Fund (USO) is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

Dates and price levels for United States Oil Fund (USO)

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 145.42. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

How solid the energy case looks

46 out of 100

“Oil Pollution Returns to Coasts of Qeshm and Hormuz Islands” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.