Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil
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Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil Marine Insight
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline
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
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR
Energy companies move with Iran supply risk
- XOM Exxon Mobil
Oil producers move when sanctioned barrels leave the market
- CVX Chevron
Oil producers move when sanctioned barrels leave the market
- ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil Marine Insight
Source: Marine Insight
United States Brent Oil Fund (BNO) compared with energy stocks (XLE) since 13 Oct 2026
Since the first closing price after “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil,” United States Brent Oil Fund (BNO) is +3.14%. The S&P 500 fund (SPY) is -0.40% over the same days, a +3.53% difference versus the market. energy stocks (XLE) is +0.27%, a +2.87% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +1.30% | final price |
| CVX | the next day | +3.29% | final price |
| CVX | two days later | +2.02% | final price |
| CVX | three days later | +4.63% | final price |
| CVX | three days earlier | -1.61% | final price |
| CVX | five days earlier | -3.45% | final price |
| DAL | that day | -0.71% | final price |
| DAL | the next day | -4.31% | final price |
| DAL | two days later | -2.55% | final price |
| DAL | three days later | -5.92% | final price |
| DAL | three days earlier | +2.56% | final price |
| DAL | five days earlier | +4.42% | final price |
| DHT | that day | +1.26% | final price |
| DHT | the next day | -4.92% | final price |
| DHT | two days later | -10.67% | final price |
| DHT | three days later | -10.10% | final price |
| DHT | three days earlier | -5.03% | final price |
| DHT | five days earlier | -10.35% | final price |
| FRO | that day | -0.34% | final price |
| FRO | the next day | -5.00% | final price |
| FRO | two days later | -11.28% | final price |
| FRO | three days later | -11.40% | final price |
| FRO | three days earlier | -5.02% | final price |
| FRO | five days earlier | -10.86% | final price |
| INSW | that day | +0.59% | final price |
| INSW | the next day | -4.52% | final price |
| INSW | two days later | -8.98% | final price |
| INSW | three days later | -11.54% | final price |
| INSW | three days earlier | -1.98% | final price |
| INSW | five days earlier | -6.27% | final price |
Who collects and who pays in energy
Companies tied to this story
- BNO United States Brent Oil Fund
For “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- UGA United States Gasoline Fund
In “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- GSG iShares S&P GSCI Commodity-Indexed Trust
In “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- VDE Vanguard World Fd
In “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil,” Vanguard World Fd (VDE) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- FENY
FENY is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- IEZ Ishares U.S. Oil Equipment & Services Etf
In “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil,” Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
How energy news reaches United States Brent Oil Fund (BNO)
“Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil” (13 Oct 2026) reaches United States Brent Oil Fund (BNO) through Energy.
For United States Brent Oil Fund (BNO), the reason on file says Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
A second company, United States Gasoline Fund (UGA), is listed for a different reason: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
Dates and price levels for United States Brent Oil Fund (BNO)
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.
How strong the case is around United States Brent Oil Fund (BNO)
46 out of 100
“Panama Starts Removing 3 Tankers From Its Registry After U.S. Sanctions Over Iranian Oil” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.