Geopolitics Alpha

Retail price impacts from the Iran war are uneven. But they add up for US households before midterms.

Published . Updated .

Retail price impacts from the Iran war are uneven. But they add up for US households before midterms. The Boston Globe

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

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
LMT———————
RTX———————
XOM———————
DAL———————

Retail price impacts from the Iran war are uneven. But they add up for US households before midterms. The Boston Globe

Source: The Boston Globe

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“Retail price impacts from the Iran war are uneven. But they add up for US households before midterms.” scores 12 out of 100. The score uses 1 sources.