Record Oil Tanker Rates Put Pressure on Asian Refiners, IEA Says
Published . Updated .
This report is about Tanker rates and Shipping. 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
- ZIM ZIM Integrated Shipping-1.2%
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+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- STNG Scorpio Tankers
Tanker operators earn more when freight rates spike
- 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 | -10.06% | -4.93% | base | -4.68% | -10.98% | -11.10% | -14.06% |
| INSW | -6.50% | -4.12% | base | -5.08% | -9.51% | -12.06% | -16.19% |
| DHT | -10.73% | -7.26% | base | -6.10% | -11.78% | -11.22% | -13.29% |
| TNK | -3.97% | -0.15% | base | -4.36% | -8.79% | -8.99% | -10.98% |
| ZIM | -1.49% | -1.49% | base | -1.94% | -3.01% | -4.04% | -4.78% |
| MATX | -5.33% | -3.88% | base | -0.10% | +0.82% | -0.21% | -1.54% |
| XOM | -5.76% | -2.91% | base | +1.66% | +0.37% | +2.83% | +2.38% |
| CVX | -5.81% | -2.68% | base | +1.96% | +0.71% | +3.29% | +3.06% |
| STNG | -4.89% | -4.03% | base | -3.12% | -6.64% | -8.23% | -8.96% |
| DAL | +4.31% | +3.29% | base | -3.63% | -1.85% | -5.25% | -6.17% |
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.
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Record Oil Tanker Rates Put Pressure on Asian Refiners, IEA Says EnergyNow.com
Source: EnergyNow.com
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +1.96% | final price |
| CVX | the next day | +0.71% | final price |
| CVX | two days later | +3.29% | final price |
| CVX | three days later | +3.06% | final price |
| CVX | three days earlier | -2.68% | final price |
| CVX | five days earlier | -5.81% | final price |
| DAL | that day | -3.63% | final price |
| DAL | the next day | -1.85% | final price |
| DAL | two days later | -5.25% | final price |
| DAL | three days later | -6.17% | final price |
| DAL | three days earlier | +3.29% | final price |
| DAL | five days earlier | +4.31% | final price |
| DHT | that day | -6.10% | final price |
| DHT | the next day | -11.78% | final price |
| DHT | two days later | -11.22% | final price |
| DHT | three days later | -13.29% | final price |
| DHT | three days earlier | -7.26% | final price |
| DHT | five days earlier | -10.73% | final price |
| FRO | that day | -4.68% | final price |
| FRO | the next day | -10.98% | final price |
| FRO | two days later | -11.10% | final price |
| FRO | three days later | -14.06% | final price |
| FRO | three days earlier | -4.93% | final price |
| FRO | five days earlier | -10.06% | final price |
| INSW | that day | -5.08% | final price |
| INSW | the next day | -9.51% | final price |
| INSW | two days later | -12.06% | final price |
| INSW | three days later | -16.19% | final price |
| INSW | three days earlier | -4.12% | final price |
| INSW | five days earlier | -6.50% | final price |
| MATX | that day | -0.10% | final price |
| MATX | the next day | +0.82% | final price |
| MATX | two days later | -0.21% | final price |
| MATX | three days later | -1.54% | final price |
| MATX | three days earlier | -3.88% | final price |
| MATX | five days earlier | -5.33% | final price |
| STNG | that day | -3.12% | final price |
| STNG | the next day | -6.64% | final price |
| STNG | two days later | -8.23% | final price |
| STNG | three days later | -8.96% | final price |
| STNG | three days earlier | -4.03% | final price |
| STNG | five days earlier | -4.89% | final price |
| TNK | that day | -4.36% | final price |
| TNK | the next day | -8.79% | final price |
| TNK | two days later | -8.99% | final price |
| TNK | three days later | -10.98% | final price |
| TNK | three days earlier | -0.15% | final price |
| TNK | five days earlier | -3.97% | final price |
| XOM | that day | +1.66% | final price |
| XOM | the next day | +0.37% | final price |
| XOM | two days later | +2.83% | final price |
| XOM | three days later | +2.38% | final price |
| XOM | three days earlier | -2.91% | final price |
| XOM | five days earlier | -5.76% | final price |
| ZIM | that day | -1.94% | final price |
| ZIM | the next day | -3.01% | final price |
| ZIM | two days later | -4.04% | final price |
| ZIM | three days later | -4.78% | final price |
| ZIM | three days earlier | -1.49% | final price |
| ZIM | five days earlier | -1.49% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 44 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 75 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 24 Jul 2026. That is 82 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 21 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 49 days before publication. Filed 8 Oct 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).
How solid the energy case looks
12 out of 100
“Record Oil Tanker Rates Put Pressure on Asian Refiners, IEA Says” scores 12 out of 100. The score uses 1 sources.