Geopolitics Alpha

Oil shipping through Strait of Hormuz

Published . Updated .

Oil shipping through Strait of Hormuz

This report is about Tanker rates and Gulf supply. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.5%

    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+0.9%

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR+4.9%

    Energy companies move with a Gulf supply scare

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson-5.7%

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines-0.7%

    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———————
ZIM———————
MATX———————
XOM———————
DAL———————

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Oil shipping through Strait of Hormuz Gray TV

Source: Gray TV

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 has 230 linked stories in the last 7 days and 230 in the last 30 on the page that also carries “Oil shipping through Strait of Hormuz.” The recent pace is rising.

How solid “Oil shipping through Strait of Hormuz” looks

12 out of 100

“Oil shipping through Strait of Hormuz” scores 12 out of 100. The score uses 1 sources.