Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz
Published . Updated .
Key takeaways
- Tensions in the Persian Gulf offset expectations for a diplomatic agreement between the US and Iran, while attacks on vessels and rising US inventories impact trading.
- Exposed: ZIM, XLE, USO, BWET, XOM
- Market reaction: ZIM +3.3% on the day (still updating); XLE +1.6% on the day (still updating); BWET +4.9% on the day (still updating)
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Tensions in the Persian Gulf offset expectations for a diplomatic agreement between the US and Iran, while attacks on vessels and rising US inventories impact trading.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund-1.1% 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 shipping freight. Linked by “shipping” (container 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+3.3% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- COP ConocoPhillips+4.8% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- ZIM ZIM Integrated Shipping Services-1.2% 30d
ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.
- MATX Matson-5.8% 11d
Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | +2.78% | +4.95% | base | +2.37% | after close | after close | after close |
| XLE | +2.11% | -0.95% | base | +1.57% | after close | after close | after close |
| BWET | +35.67% | +29.19% | base | +4.90% | after close | after close | after close |
| XOM | +3.07% | +0.89% | base | +1.25% | after close | after close | after close |
| CVX | +2.73% | +0.67% | base | +0.78% | after close | after close | after close |
| COP | +0.96% | +0.52% | base | +1.36% | after close | after close | after close |
| ZIM | +1.49% | -0.50% | base | +3.31% | after close | after close | after close |
| MATX | +1.77% | +2.30% | base | +1.84% | after close | after close | after 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 prices rise amid concerns of shipping disruptions in the Strait of Hormuz The Jerusalem Post
Source: The Jerusalem Post
Earlier energy stories for ZIM Integrated Shipping Services (ZIM): 18 cases
Across 18 earlier stories, ZIM Integrated Shipping Services (ZIM) the next day averaged +0.62%. The largest gain was +0.62% and the largest drop was +0.62%, from 2 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| ZIM Integrated Shipping Services (ZIM) | the next day | +0.62% | +0.62% | +0.62% | 2 |
| ZIM Integrated Shipping Services (ZIM) | three days later | -1.20% | -1.20% | -1.20% | 2 |
| Select Sector Spdr Tr (XLE) | the next day | -5.76% | -5.58% | -6.96% | 15 |
| Select Sector Spdr Tr (XLE) | three days later | -8.19% | -7.07% | -8.36% | 15 |
| United States Oil Fund (USO) | the next day | -7.10% | -6.32% | -7.20% | 18 |
| United States Oil Fund (USO) | three days later | -5.41% | -4.86% | -9.82% | 18 |
| Amplify Commodity Trust (BWET) | the next day | -21.97% | -19.70% | -22.25% | 18 |
| Amplify Commodity Trust (BWET) | three days later | -30.61% | -30.61% | -30.61% | 2 |
- Aramco expanding East-West Pipeline that avoids Hormuz
- UNCTAD: Tanker freight rates and bunker costs surge amid Hormuz disruptions
- Hormuz crisis drives shipping costs to more than 30% of barrel value, ADNOC chief executive says
- Aramco Targets Hormuz Bypass with East-West Pipeline Expansion
- Watch US Hits Iran’s Qeshm Island as Hormuz Talks Keep Oil Markets on Edge
- Strait of Hormuz Disruptions: Soaring fuel prices and the burden of inflation
ZIM Integrated Shipping Services (ZIM) compared with energy stocks (XLE) since 11 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | +4.90% | still updating |
| Amplify Commodity Trust (BWET) | three days earlier | +29.19% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.67% | final price |
| Conocophillips (COP) | that day | +1.36% | still updating |
| Conocophillips (COP) | three days earlier | +0.52% | final price |
| Conocophillips (COP) | five days earlier | +0.96% | final price |
| Chevron (CVX) | that day | +0.78% | still updating |
| Chevron (CVX) | three days earlier | +0.67% | final price |
| Chevron (CVX) | five days earlier | +2.73% | final price |
| MATX | that day | +1.84% | still updating |
| MATX | three days earlier | +2.30% | final price |
| MATX | five days earlier | +1.77% | final price |
| United States Oil Fund (USO) | that day | +2.37% | still updating |
| United States Oil Fund (USO) | three days earlier | +4.95% | final price |
| United States Oil Fund (USO) | five days earlier | +2.78% | final price |
| Select Sector Spdr Tr (XLE) | that day | +1.57% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | -0.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.11% | final price |
| ExxonMobil Holdings (XOM) | that day | +1.25% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | +0.89% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +3.07% | final price |
| ZIM Integrated Shipping Services (ZIM) | that day | +3.31% | still updating |
| ZIM Integrated Shipping Services (ZIM) | three days earlier | -0.50% | final price |
| ZIM Integrated Shipping Services (ZIM) | five days earlier | +1.49% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 72 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 49 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 70 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 77 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 79 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 82 days before publication. Filed 8 Oct 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).
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 212 stories about Strait of Hormuz from the past 7 days and 695 stories from the past 30. That is about its usual pace over the past month. “Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz” is tagged to Strait of Hormuz.
Companies in energy around ZIM Integrated Shipping Services (ZIM)
The side that tends to collect
- XOM ExxonMobil Holdings
For “Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz,” ExxonMobil Holdings (XOM) tends to benefit, medium confidence. 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) tends to benefit, medium confidence in the 11 Nov 2026 story “Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
No up or down call on file
- ZIM ZIM Integrated Shipping Services
In “Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz,” ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence. Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
- USO United States Oil Fund
In “Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz,” 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
- BWET Amplify Commodity Trust
In “Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
From Strait of Hormuz to ZIM Integrated Shipping Services (ZIM)
ZIM Integrated Shipping Services (ZIM) is the company in “Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz,” the 11 Nov 2026 Strait of Hormuz story.
What ties ZIM Integrated Shipping Services (ZIM) to the headline is this: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) 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
The price range for ZIM Integrated Shipping Services (ZIM), and the dates in the story
USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70. ZIM traded between 28.73 and 30.98 across 20 sessions. The latest close on file is 29.73.
What the saved facts support for ZIM Integrated Shipping Services (ZIM)
46 out of 100Price not final
“Oil prices rise amid concerns of shipping disruptions in the Strait of Hormuz” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.