Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks
Published . Updated .
Covered by 2 outlets: DatamarNews, Euronext Markets: Real-time Stock Market Data | live.
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Oil prices rose on Friday and were on track for a fourth monthly gain as traders braced for a potential escalation in the US-Iran conflict after US midterm elections, with an attack on a tanker
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 tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “hormuz” (defense) 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+3.0% 30d
Chevron (petroleum refining): 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 “tanker” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker 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 | +0.80% | -2.73% | base | +0.39% | -6.32% | -13.84% | -12.25% |
| XLE | +0.88% | -0.71% | base | +1.87% | -4.71% | -9.28% | -11.35% |
| BWET | -4.39% | -3.93% | base | -2.78% | -10.37% | -24.41% | -28.03% |
| ITA | -1.26% | -0.97% | base | +2.36% | +3.18% | +1.46% | -2.60% |
| XOM | +0.03% | -1.79% | base | +2.24% | -5.21% | -9.51% | -11.72% |
| CVX | -1.54% | -2.69% | base | -3.31% | -4.38% | -7.92% | -8.59% |
| FRO | -6.45% | -4.89% | base | +0.49% | -7.80% | -15.49% | -20.52% |
| DHT | -2.07% | -3.81% | base | -0.54% | -4.32% | -11.89% | -16.85% |
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 set for fourth monthly gain as Hormuz tanker attack highlights supply risks DatamarNews
Source: DatamarNews
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | -2.78% | final price |
| BWET | the next day | -10.37% | final price |
| BWET | two days later | -24.41% | final price |
| BWET | three days later | -28.03% | final price |
| BWET | three days earlier | -3.93% | final price |
| BWET | five days earlier | -4.39% | final price |
| CVX | that day | -3.31% | final price |
| CVX | the next day | -4.38% | final price |
| CVX | two days later | -7.92% | final price |
| CVX | three days later | -8.59% | final price |
| CVX | three days earlier | -2.69% | final price |
| CVX | five days earlier | -1.54% | final price |
| DHT | that day | -0.54% | final price |
| DHT | the next day | -4.32% | final price |
| DHT | two days later | -11.89% | final price |
| DHT | three days later | -16.85% | final price |
| DHT | three days earlier | -3.81% | final price |
| DHT | five days earlier | -2.07% | final price |
| FRO | that day | +0.49% | final price |
| FRO | the next day | -7.80% | final price |
| FRO | two days later | -15.49% | final price |
| FRO | three days later | -20.52% | final price |
| FRO | three days earlier | -4.89% | final price |
| FRO | five days earlier | -6.45% | final price |
| ITA | that day | +2.36% | final price |
| ITA | the next day | +3.18% | final price |
| ITA | two days later | +1.46% | final price |
| ITA | three days later | -2.60% | final price |
| ITA | three days earlier | -0.97% | final price |
| ITA | five days earlier | -1.26% | final price |
| USO | that day | +0.39% | final price |
| USO | the next day | -6.32% | final price |
| USO | two days later | -13.84% | final price |
| USO | three days later | -12.25% | final price |
| USO | three days earlier | -2.73% | final price |
| USO | five days earlier | +0.80% | final price |
| XLE | that day | +1.87% | final price |
| XLE | the next day | -4.71% | final price |
| XLE | two days later | -9.28% | final price |
| XLE | three days later | -11.35% | final price |
| XLE | three days earlier | -0.71% | final price |
| XLE | five days earlier | +0.88% | final price |
| XOM | that day | +2.24% | final price |
| XOM | the next day | -5.21% | final price |
| XOM | two days later | -9.51% | final price |
| XOM | three days later | -11.72% | final price |
| XOM | three days earlier | -1.79% | final price |
| XOM | five days earlier | +0.03% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 16 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 60 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 16 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 37 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 58 days before publication. Filed 7 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 155 stories about Strait of Hormuz from the past 7 days and 602 stories from the past 30. That is about its usual pace over the past month. “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks” is tagged to Strait of Hormuz.
How solid the energy case looks
25 out of 100
“Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks” scores 25 out of 100. The score uses 2 sources.