Russia and Iran is reportedly discussing gas pipeline route and pricing
Published . Updated .
This report is about Tanker rates and Iran. 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%
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR+7.4%
Energy companies move with Iran supply risk
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- RTX RTX-2.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- 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 | +6.79% | +12.33% | base | -0.13% | -3.46% | -4.23% | -2.34% |
| INSW | +5.96% | +10.51% | base | -2.81% | -7.38% | -7.46% | -1.59% |
| DHT | +5.12% | +13.35% | base | +0.64% | -1.71% | -0.34% | +3.03% |
| TNK | +9.47% | +9.63% | base | -0.23% | -2.41% | -2.57% | -1.21% |
| USO | -5.77% | -2.69% | base | +2.82% | +2.25% | +2.14% | +1.55% |
| XLE | -2.22% | +0.95% | base | +2.53% | +1.88% | +2.11% | +2.40% |
| LMT | -4.36% | -5.44% | base | +3.63% | +2.90% | +2.97% | +3.58% |
| RTX | -0.53% | -2.10% | base | +3.74% | +2.74% | +3.40% | +2.49% |
| NOC | -3.67% | -3.57% | base | +4.17% | +2.28% | +7.00% | +8.11% |
| DAL | +5.24% | +1.89% | base | -3.46% | -4.40% | -1.77% | -0.50% |
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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Russia and Iran is reportedly discussing gas pipeline route and pricing Newsquawk
Source: Newsquawk
Energy
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | -3.46% | final price |
| DAL | the next day | -4.40% | final price |
| DAL | two days later | -1.77% | final price |
| DAL | three days later | -0.50% | final price |
| DAL | three days earlier | +1.89% | final price |
| DAL | five days earlier | +5.24% | final price |
| DHT | that day | +0.64% | final price |
| DHT | the next day | -1.71% | final price |
| DHT | two days later | -0.34% | final price |
| DHT | three days later | +3.03% | final price |
| DHT | three days earlier | +13.35% | final price |
| DHT | five days earlier | +5.12% | final price |
| FRO | that day | -0.13% | final price |
| FRO | the next day | -3.46% | final price |
| FRO | two days later | -4.23% | final price |
| FRO | three days later | -2.34% | final price |
| FRO | three days earlier | +12.33% | final price |
| FRO | five days earlier | +6.79% | final price |
| INSW | that day | -2.81% | final price |
| INSW | the next day | -7.38% | final price |
| INSW | two days later | -7.46% | final price |
| INSW | three days later | -1.59% | final price |
| INSW | three days earlier | +10.51% | final price |
| INSW | five days earlier | +5.96% | final price |
| LMT | that day | +3.63% | final price |
| LMT | the next day | +2.90% | final price |
| LMT | two days later | +2.97% | final price |
| LMT | three days later | +3.58% | final price |
| LMT | three days earlier | -5.44% | final price |
| LMT | five days earlier | -4.36% | final price |
| NOC | that day | +4.17% | final price |
| NOC | the next day | +2.28% | final price |
| NOC | two days later | +7.00% | final price |
| NOC | three days later | +8.11% | final price |
| NOC | three days earlier | -3.57% | final price |
| NOC | five days earlier | -3.67% | final price |
| RTX | that day | +3.74% | final price |
| RTX | the next day | +2.74% | final price |
| RTX | two days later | +3.40% | final price |
| RTX | three days later | +2.49% | final price |
| RTX | three days earlier | -2.10% | final price |
| RTX | five days earlier | -0.53% | final price |
| TNK | that day | -0.23% | final price |
| TNK | the next day | -2.41% | final price |
| TNK | two days later | -2.57% | final price |
| TNK | three days later | -1.21% | final price |
| TNK | three days earlier | +9.63% | final price |
| TNK | five days earlier | +9.47% | final price |
| USO | that day | +2.82% | final price |
| USO | the next day | +2.25% | final price |
| USO | two days later | +2.14% | final price |
| USO | three days later | +1.55% | final price |
| USO | three days earlier | -2.69% | final price |
| USO | five days earlier | -5.77% | final price |
| XLE | that day | +2.53% | final price |
| XLE | the next day | +1.88% | final price |
| XLE | two days later | +2.11% | final price |
| XLE | three days later | +2.40% | final price |
| XLE | three days earlier | +0.95% | final price |
| XLE | five days earlier | -2.22% | final price |
Energy
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 23 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 23 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 29 days before publication. Filed 13 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
“Russia and Iran is reportedly discussing gas pipeline route and pricing” scores 12 out of 100. The score uses 1 sources.