Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters
Published . Updated .
This report is about oil and tanker shipping. Names like FRO and DHT typically gain because 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.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+7.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR+6.2% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF+25.1% 18d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- ITA iShares U.S. Aerospace & Defense ETF-2.9% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “hormuz” (defense) in this story.
- FRO Frontline+2.8% 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.
- INSW International Seaways+1.5% 9d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- TNK Teekay Tankers
Teekay Tankers (water transportation): 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 | after close | after close | after close | after close |
| XLE | +0.88% | -0.71% | base | after close | after close | after close | after close |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| FRO | -6.45% | -4.89% | base | after close | after close | after close | after close |
| DHT | -2.07% | -3.81% | base | after close | after close | after close | after close |
| INSW | -2.50% | -1.98% | base | after close | after close | after close | after close |
| TNK | -1.93% | -3.00% | base | after close | 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.
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Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters Investing.com
Source: Investing.com
What happened to United States Oil Fund (USO) the last 15 times Strait of Hormuz was in the news
United States Oil Fund (USO) the next day, across 15 earlier stories: average +5.21%, largest gain +6.10%, largest drop +1.13%, from 15 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | +5.21% | +6.10% | +1.13% | 15 |
| United States Oil Fund (USO) | three days later | +2.63% | +5.08% | +2.22% | 15 |
| Select Sector Spdr Tr (XLE) | the next day | +1.22% | +1.70% | -0.95% | 15 |
| Select Sector Spdr Tr (XLE) | three days later | +0.51% | +2.31% | +0.18% | 15 |
- [MARKET ANALYSIS] Crude firmer amid a flurry of Hormuz and Gulf headlines; precious metals softer
- Middle East Oil Flows Near Prewar Levels Defy Hormuz Attacks
- AMERICAN ENERGY SNAPSHOT: Beyond Hormuz – The Pressures Keeping Fuel Markets Tight
- Iran: 7 ships hit in the Strait of Hormuz
- Strait of Hormuz Oil Tankers Hit: New Risks for U.S. Farmers
- Oil shipping through Strait of Hormuz
How far United States Oil Fund (USO) has moved since 30 Oct 2026
| Company | When | Move | Status |
|---|---|---|---|
| DHT Holdings (DHT) | three days earlier | -3.81% | final price |
| DHT Holdings (DHT) | five days earlier | -2.07% | final price |
| Frontline (FRO) | three days earlier | -4.89% | final price |
| Frontline (FRO) | five days earlier | -6.45% | final price |
| International Seaways (INSW) | three days earlier | -1.98% | final price |
| International Seaways (INSW) | five days earlier | -2.50% | final price |
| Teekay Tankers (TNK) | three days earlier | -3.00% | final price |
| Teekay Tankers (TNK) | five days earlier | -1.93% | final price |
| United States Oil Fund (USO) | three days earlier | -2.73% | final price |
| United States Oil Fund (USO) | five days earlier | +0.80% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -0.71% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +0.88% | final price |
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 122 stories about Strait of Hormuz from the past 7 days and 367 stories from the past 30. That is faster than its usual pace over the past month. “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters” is tagged to Strait of Hormuz.
Who collects and who pays in energy
Companies that tend to gain
- FRO Frontline
For “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters,” Frontline (FRO) tends to benefit, 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 “tanker” (tanker shipping) in this story
- DHT DHT Holdings
For “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: 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
- INSW International Seaways
In “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters,” International Seaways (INSW) tends to benefit, medium confidence. Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- TNK Teekay Tankers
For “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters,” Teekay Tankers (TNK) tends to benefit, medium confidence. Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
No up or down call on file
- USO United States Oil Fund
In “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters,” 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
In “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters,” 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
For “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
- ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “hormuz” (defense) in this story
How a Strait of Hormuz shock reaches United States Oil Fund (USO)
On 30 Oct 2026, “Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters” is the story that connects United States Oil Fund (USO) to Strait of Hormuz.
What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
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 141.82 and 169.96 across 20 sessions. The latest close on file is 166.69. XLE traded between 61.05 and 69.86 across 20 sessions. The latest close on file is 68.46.
The energy score for United States Oil Fund (USO)
46 out of 100
“Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks By Reuters” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.