Geopolitics Alpha

Oil Prices Fall as Traders Weigh Gulf Supply Recovery, Hormuz Attacks

Published . Updated .

Oil Prices Fall as Traders Weigh Gulf Supply Recovery, Hormuz Attacks WSJ

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • STNG Scorpio Tankers

    Tanker operators earn more when freight rates spike

  • 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
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
XOM———————
CVX———————
STNG———————
DAL———————

Oil Prices Fall as Traders Weigh Gulf Supply Recovery, Hormuz Attacks WSJ

Source: The Wall Street Journal

Strait of Hormuz

SPY
XLE

Where this story sits: Strait of Hormuz

Strait of Hormuz has 198 linked stories in the last 7 days and 198 in the last 30 on the page that also carries “Oil Prices Fall as Traders Weigh Gulf Supply Recovery, Hormuz Attacks.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“Oil Prices Fall as Traders Weigh Gulf Supply Recovery, Hormuz Attacks” scores 12 out of 100. The score uses 1 sources.