Geopolitics Alpha

Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says

Published . Updated .

Key takeaways

  • Exposed: BWET, USO, ITA, FRO, DHT
  • Market reaction: price tracking starts with the next trading session.

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.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

ENERGY · STRAIT OF HORMUZOil tanker on fire in Hormuz afterhitting mine, Iran’s navy saysGEOPOLITICS ALPHA

This report is about tanker shipping and oil. 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

  • 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.

  • USO United States Oil Fund-1.1% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF+3.4% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “navy” (defense) in this story.

  • FRO Frontline+0.8% 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-4.9% 30d

    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.

  • 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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET-5.09%-10.82%baseafter closeafter closeafter closeafter close
USO-2.03%-2.82%baseafter closeafter closeafter closeafter close
ITA+0.24%+2.49%baseafter closeafter closeafter closeafter close
FRO-5.72%-2.93%baseafter closeafter closeafter closeafter close
DHT-7.51%-3.06%baseafter closeafter closeafter closeafter close
INSW-8.19%-3.57%baseafter closeafter closeafter closeafter close
TNK-4.67%-0.26%baseafter closeafter closeafter closeafter close
XOM-3.42%-2.31%baseafter closeafter closeafter closeafter 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 tanker on fire in Hormuz after hitting mine, Iran’s navy says The Times of Israel

Source: The Times of Israel

What happened to Amplify Commodity Trust (BWET) the last 17 times Strait of Hormuz was in the news

Amplify Commodity Trust (BWET) the next day, across 17 earlier stories: average -8.63%, largest gain -4.78%, largest drop -13.59%, from 16 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Amplify Commodity Trust (BWET)the next day-8.63%-4.78%-13.59%16
Amplify Commodity Trust (BWET)three days later-23.01%-18.80%-26.29%16
United States Oil Fund (USO)the next day-0.36%+2.60%-3.74%15
United States Oil Fund (USO)three days later-3.53%-2.71%-4.47%15
IShares U.S. Aerospace & Defense ETF (ITA)the next day-0.42%+5.24%-2.69%7
IShares U.S. Aerospace & Defense ETF (ITA)three days later+3.67%+7.61%+2.09%7
Frontline (FRO)the next day-3.59%-0.85%-5.98%15
Frontline (FRO)three days later-4.25%+1.77%-9.52%15

Amplify Commodity Trust (BWET) since this story, compared with the market

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier-10.82%final price
Amplify Commodity Trust (BWET)five days earlier-5.09%final price
DHT Holdings (DHT)three days earlier-3.06%final price
DHT Holdings (DHT)five days earlier-7.51%final price
Frontline (FRO)three days earlier-2.93%final price
Frontline (FRO)five days earlier-5.72%final price
International Seaways (INSW)three days earlier-3.57%final price
International Seaways (INSW)five days earlier-8.19%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+2.49%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+0.24%final price
Teekay Tankers (TNK)three days earlier-0.26%final price
Teekay Tankers (TNK)five days earlier-4.67%final price
United States Oil Fund (USO)three days earlier-2.82%final price
United States Oil Fund (USO)five days earlier-2.03%final price
ExxonMobil Holdings (XOM)three days earlier-2.31%final price
ExxonMobil Holdings (XOM)five days earlier-3.42%final price

Members of Congress who traded Amplify Commodity Trust (BWET) near 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).

The Strait of Hormuz count beside this story

Strait of Hormuz

Geopolitics Alpha has 213 stories about Strait of Hormuz from the past 7 days and 713 stories from the past 30. That is about its usual pace over the past month. “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says” is tagged to Strait of Hormuz.

Who collects and who pays in energy

Likely winners

  • FRO Frontline

    Frontline (FRO) tends to benefit, medium confidence in the 14 Nov 2026 story “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says.” 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

    In “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says,” 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 tanker on fire in Hormuz after hitting mine, Iran’s navy says,” 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

    Teekay Tankers (TNK) tends to benefit, medium confidence in the 14 Nov 2026 story “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says.” 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

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

  • USO United States Oil Fund

    For “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says,” 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

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “navy” (defense) in this story

  • XOM ExxonMobil Holdings

    In “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says,” ExxonMobil Holdings (XOM) is linked, with no stored direction, 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

How energy news reaches Amplify Commodity Trust (BWET)

Amplify Commodity Trust (BWET) is the company in “Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says,” the 14 Nov 2026 Strait of Hormuz story.

The link for Amplify Commodity Trust (BWET) is this: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

United States Oil Fund (USO) is here too. Its reason reads: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

Price levels for Amplify Commodity Trust (BWET)

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41.

How strong the case is around Amplify Commodity Trust (BWET)

46 out of 100

“Oil tanker on fire in Hormuz after hitting mine, Iran’s navy says” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.