Saudi Oil Tanker Firm Crossing Hormuz With US Coordination
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This report is about tanker shipping and oil. Names like FRO and DHT typically gain because frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- KSA iShares MSCI Saudi Arabia ETF-8.2% 30d
iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”).
- FRO Frontline+1.0% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- INSW International Seaways-10.8% 16d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- TNK Teekay Tankers
Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWET | +44.12% | +15.72% | base | after close | after close | after close | after close |
| USO | +10.89% | +3.88% | base | after close | after close | after close | after close |
| KSA | -3.19% | -1.41% | base | after close | after close | after close | after close |
| FRO | +18.45% | +0.86% | base | after close | after close | after close | after close |
| DHT | +16.38% | -0.53% | base | after close | after close | after close | after close |
| INSW | +8.65% | -2.04% | base | after close | after close | after close | after close |
| TNK | +12.07% | -3.69% | base | after close | after close | after close | after close |
| XOM | +7.73% | +0.33% | 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.
Saudi Oil Tanker Firm Crossing Hormuz With US Coordination Bloomberg.com
Source: Bloomberg
How Amplify Commodity Trust (BWET) moved after the last 17 energy shocks
Across 17 earlier stories, Amplify Commodity Trust (BWET) the next day averaged -10.37%. The largest gain was -10.37% and the largest drop was -10.37%, from 16 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | -10.37% | -10.37% | -10.37% | 16 |
| Amplify Commodity Trust (BWET) | three days later | -28.03% | -28.03% | -28.03% | 16 |
| United States Oil Fund (USO) | the next day | -6.14% | -3.69% | -6.32% | 15 |
| United States Oil Fund (USO) | three days later | -11.52% | -1.37% | -12.25% | 15 |
| Frontline (FRO) | the next day | -7.21% | +1.67% | -7.80% | 16 |
| Frontline (FRO) | three days later | -18.56% | +6.89% | -20.52% | 14 |
- Iran's IRGC: 2 'violating' oil tankers exploded after hitting mines in Hormuz
- Oil slips as Iran says Qatar-brokered plan could reopen Hormuz in two days
- Two oil tankers explode after hitting mine in Hormuz Strait, IRGC spokesperson says
- Pakistan LNG Cargo Attacked Near Hormuz Had Iranian Approval
- Oil Falls Ahead of U.S. Midterms Despite Hormuz Tensions on Hopes for Diplomatic Solution
- Shafaq News..IRGC Navy: Two oil tankers explode in Hormuz
The price since 10 Nov 2026: Amplify Commodity Trust (BWET) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +15.72% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +44.12% | final price |
| DHT Holdings (DHT) | three days earlier | -0.53% | final price |
| DHT Holdings (DHT) | five days earlier | +16.38% | final price |
| Frontline (FRO) | three days earlier | +0.86% | final price |
| Frontline (FRO) | five days earlier | +18.45% | final price |
| International Seaways (INSW) | three days earlier | -2.04% | final price |
| International Seaways (INSW) | five days earlier | +8.65% | final price |
| Ishares Msci Saudi Arabia Etf (KSA) | three days earlier | -1.41% | final price |
| Ishares Msci Saudi Arabia Etf (KSA) | five days earlier | -3.19% | final price |
| Teekay Tankers (TNK) | three days earlier | -3.69% | final price |
| Teekay Tankers (TNK) | five days earlier | +12.07% | final price |
| United States Oil Fund (USO) | three days earlier | +3.88% | final price |
| United States Oil Fund (USO) | five days earlier | +10.89% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +0.33% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +7.73% | final price |
Congressional stock trades in Amplify Commodity Trust (BWET)
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 27 days before publication. Filed 27 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 71 days before publication. Filed 25 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).
Strait of Hormuz on the map for this story
Geopolitics Alpha has 178 stories about Strait of Hormuz from the past 7 days and 660 stories from the past 30. That is about its usual pace over the past month. “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination” is tagged to Strait of Hormuz.
Who gains and who pays if Strait of Hormuz stays in the story
Likely winners
- FRO Frontline
In “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination,” Frontline (FRO) tends to benefit, medium confidence. Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- DHT DHT Holdings
In “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- INSW International Seaways
International Seaways (INSW) tends to benefit, medium confidence in the 10 Nov 2026 story “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination.” Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- TNK Teekay Tankers
In “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination,” Teekay Tankers (TNK) tends to benefit, medium confidence. Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
No up or down call on file
- BWET Amplify Commodity Trust
In “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
- USO United States Oil Fund
In “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
- KSA Ishares Msci Saudi Arabia Etf
For “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination,” Ishares Msci Saudi Arabia Etf (KSA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”)
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
How “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination” reaches Amplify Commodity Trust (BWET)
The 10 Nov 2026 story “Saudi Oil Tanker Firm Crossing Hormuz With US Coordination” names Amplify Commodity Trust (BWET) because of Strait of Hormuz.
Amplify Commodity Trust (BWET) is on the page because Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
A second company, United States Oil Fund (USO), is listed for a different reason: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
What this energy story puts on the calendar
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. KSA traded between 33.59 and 36.98 across 20 sessions. The latest close on file is 34.31. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41.
The energy score for Amplify Commodity Trust (BWET)
54 out of 100
“Saudi Oil Tanker Firm Crossing Hormuz With US Coordination” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.