Geopolitics Alpha

Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg

Published . Updated .

ENERGY · STRAIT OF HORMUZPakistan-bound LNG tanker attackednear Hormuz despite Iran clearance- BloombergGEOPOLITICS ALPHA

This report is about natural gas 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

  • UNG United States Natural Gas Fund-11.6% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • XLE Energy Select Sector SPDR+12.1% 30d

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) 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.

  • USO United States Oil Fund+13.9% 30d

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

  • EEM iShares MSCI Emerging Markets ETF-0.3% 30d

    iShares MSCI Emerging Markets ETF holds stocks listed in emerging markets, which this story is about (“pakistan”).

  • FRO Frontline+14.2% 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+1.7% 11d

    International Seaways (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

TickerT-5T-3T-1T0T+1T+2T+3
UNGNo price data for this ticker———————
XLE-0.51%-2.20%baseafter closeafter closeafter closeafter close
BWETNo price data for this ticker———————
USO-1.54%-1.29%baseafter closeafter closeafter closeafter close
EEMNo price data for this ticker———————
FRO-2.94%-2.39%baseafter closeafter closeafter closeafter close
DHT-1.70%-2.24%baseafter closeafter closeafter closeafter close
INSW+1.66%-0.13%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.

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.

Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg Investing.com

Source: Investing.com

How United States Natural Gas Fund (UNG) moved after the last 11 energy shocks

CompanyWhenAverageLargest gainLargest dropPrices
Select Sector Spdr Tr (XLE)the next day+0.88%+2.88%-1.51%11
Select Sector Spdr Tr (XLE)three days later+0.31%+1.30%-0.87%11
United States Oil Fund (USO)the next day-0.22%+2.68%-3.69%11
United States Oil Fund (USO)three days later+0.78%+2.58%-1.37%11

The price since 1 Nov 2026: United States Natural Gas Fund (UNG) versus the S&P 500

CompanyWhenMoveStatus
DHT Holdings (DHT)three days earlier-2.24%final price
DHT Holdings (DHT)five days earlier-1.70%final price
Frontline (FRO)three days earlier-2.39%final price
Frontline (FRO)five days earlier-2.94%final price
International Seaways (INSW)three days earlier-0.13%final price
International Seaways (INSW)five days earlier+1.66%final price
United States Oil Fund (USO)three days earlier-1.29%final price
United States Oil Fund (USO)five days earlier-1.54%final price
Select Sector Spdr Tr (XLE)three days earlier-2.20%final price
Select Sector Spdr Tr (XLE)five days earlier-0.51%final price

Strait of Hormuz on the map for this story

Strait of Hormuz

Geopolitics Alpha has 175 stories about Strait of Hormuz from the past 7 days and 450 stories from the past 30. That is faster than its usual pace over the past month. “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg” is tagged to Strait of Hormuz.

Who gains and who loses around United States Natural Gas Fund (UNG)

The side that tends to collect

  • FRO Frontline

    For “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg,” 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

    In “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg,” 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 “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg,” 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

No up or down call on file

  • UNG United States Natural Gas Fund

    For “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg.” Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

  • BWET Amplify Commodity Trust

    In “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg,” 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

  • USO United States Oil Fund

    For “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg,” 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 “lng” (oil) in this story

From Strait of Hormuz to United States Natural Gas Fund (UNG)

United States Natural Gas Fund (UNG) is the company in “Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg,” the 1 Nov 2026 Strait of Hormuz story.

For United States Natural Gas Fund (UNG), the reason on file says United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story

The price range for United States Natural Gas Fund (UNG), and the dates in the story

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.08. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.

A simple score for United States Natural Gas Fund (UNG)

46 out of 100

“Pakistan-bound LNG tanker attacked near Hormuz despite Iran clearance - Bloomberg” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.