QatarEnergy buys LNG from the U.S. / Contract follows Iranian attacks and the closure of the Strait of Hormuz
Published . Updated .
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+4.7%
Tanker operators earn more when freight rates spike
- INSW International Seaways+0.8%
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+8.2%
Tracks U.S. crude prices when Gulf supply is at risk
- XLE Energy Select Sector SPDR+7.4%
Energy companies move with a Gulf supply scare
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- ZIM ZIM Integrated Shipping-1.2%
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines-3.8%
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FRO | -4.16% | -3.04% | base | after close | after close | after close | after close |
| INSW | -5.43% | +0.49% | base | after close | after close | after close | after close |
| DHT | -6.23% | -1.71% | base | after close | after close | after close | after close |
| TNK | -4.67% | -3.50% | base | after close | after close | after close | after close |
| USO | -5.13% | -5.78% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| LMT | -9.31% | -8.71% | base | after close | after close | after close | after close |
| XOM | -2.72% | -2.80% | base | after close | after close | after close | after close |
| ZIM | -1.23% | -0.66% | base | after close | after close | after close | after close |
| DAL | -2.77% | +1.20% | 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.
Market Call
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QatarEnergy buys LNG from the U.S. / Contract follows Iranian attacks and the closure of the Strait of Hormuz Informat.ro
Source: Informat.ro
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| CVX | three days earlier | -2.77% | final price |
| CVX | five days earlier | -3.75% | final price |
| DAL | three days earlier | +1.20% | final price |
| DAL | five days earlier | -2.77% | final price |
| DHT | three days earlier | -1.71% | final price |
| DHT | five days earlier | -6.23% | final price |
| FRO | three days earlier | -3.04% | final price |
| FRO | five days earlier | -4.16% | final price |
| INSW | three days earlier | +0.49% | final price |
| INSW | five days earlier | -5.43% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| TNK | three days earlier | -3.50% | final price |
| TNK | five days earlier | -4.67% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | final price |
| ZIM | three days earlier | -0.66% | final price |
| ZIM | five days earlier | -1.23% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 38 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 55 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 86 days before publication. Filed 22 Sep 2026. View the filing.
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
Geopolitics Alpha has 119 stories about Strait of Hormuz from the past 7 days and 268 stories from the past 30. That is faster than its usual pace over the past month. “QatarEnergy buys LNG from the U.S. / Contract follows Iranian attacks and the closure of the Strait of Hormuz” is tagged to Strait of Hormuz.
How solid the energy case looks
12 out of 100
“QatarEnergy buys LNG from the U.S. / Contract follows Iranian attacks and the closure of the Strait of Hormuz” scores 12 out of 100. The score uses 1 sources.