Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist
Published . Updated .
Key takeaways
- A seafarer is missing following a missile-suspected attack on a Greek-operated tanker deep inside the Arabian Gulf, while Iran has reshuffled its growing Strait of Hormuz blacklist and fresh security warnings point to continuing threats to commercial shipping.
- Exposed: BWET, USO, ITA, FRO, DHT
- Market reaction: price tracking starts with the next trading session.
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A seafarer is missing following a missile-suspected attack on a Greek-operated tanker deep inside the Arabian Gulf, while Iran has reshuffled its growing Strait of Hormuz blacklist and fresh security warnings point to continuing threats to commercial shipping. The Marshall
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-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “gulf” (oil) in this story.
- VGK Vanguard FTSE Europe ETF
Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“greek”).
- FRO Frontline+1.0% 30d
Frontline (deep sea foreign transportation of freight, with business in Europe): 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-9.6% 14d
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.
- SHEL Shell+3.5% 11d
Shell (crude petroleum and natural gas, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “gulf” (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 | +38.94% | +24.54% | base | after close | after close | after close | after close |
| USO | +13.96% | +6.75% | base | after close | after close | after close | after close |
| VGK | -0.95% | -0.91% | base | after close | after close | after close | after close |
| FRO | +27.38% | +17.44% | base | after close | after close | after close | after close |
| DHT | +22.29% | +17.01% | base | after close | after close | after close | after close |
| INSW | +18.39% | +10.91% | base | after close | after close | after close | after close |
| TNK | +22.76% | +16.36% | base | after close | after close | after close | after close |
| SHEL | +8.57% | +4.08% | 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.
Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist Splash247
Source: Splash247
Earlier energy stories for Amplify Commodity Trust (BWET): 13 cases
Amplify Commodity Trust (BWET) the next day, across 13 earlier stories: average +4.09%, largest gain +4.09%, largest drop +4.09%, from 13 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | +4.09% | +4.09% | +4.09% | 13 |
| Amplify Commodity Trust (BWET) | three days later | -6.70% | -6.70% | -6.70% | 13 |
| United States Oil Fund (USO) | the next day | +1.30% | +1.30% | +1.30% | 13 |
| United States Oil Fund (USO) | three days later | -5.11% | -5.11% | -5.11% | 11 |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | +0.98% | +0.98% | +0.98% | 2 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | +4.19% | +4.19% | +4.19% | 2 |
| Frontline (FRO) | the next day | +2.38% | +2.38% | +2.38% | 13 |
| Frontline (FRO) | three days later | -5.55% | -5.55% | -5.55% | 8 |
- 3 oil tankers caught fire after hitting mines in Strait of Hormuz, Iran's Revolutionary Guard says
- 3 oil tankers struck mines in the Strait of Hormuz, Iran says
- Qatar becomes largest buyer of LNG from US amid Hormuz disruption
- QatarEnergy Continues LNG Buying Spree to Hedge Future Hormuz Disruptions
- EXCLUSIVE: QatarEnergy buys US, other LNG to hedge future Hormuz disruptions
- QatarEnergy buys U.S., other LNG supplies to hedge against future Strait of Hormuz disruptions
The price since 6 Nov 2026: Amplify Commodity Trust (BWET) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +24.54% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +38.94% | final price |
| DHT Holdings (DHT) | three days earlier | +17.01% | final price |
| DHT Holdings (DHT) | five days earlier | +22.29% | final price |
| Frontline (FRO) | three days earlier | +17.44% | final price |
| Frontline (FRO) | five days earlier | +27.38% | final price |
| International Seaways (INSW) | three days earlier | +10.91% | final price |
| International Seaways (INSW) | five days earlier | +18.39% | final price |
| SHEL | three days earlier | +4.08% | final price |
| SHEL | five days earlier | +8.57% | final price |
| Teekay Tankers (TNK) | three days earlier | +16.36% | final price |
| Teekay Tankers (TNK) | five days earlier | +22.76% | final price |
| United States Oil Fund (USO) | three days earlier | +6.75% | final price |
| United States Oil Fund (USO) | five days earlier | +13.96% | final price |
| VGK | three days earlier | -0.91% | final price |
| VGK | five days earlier | -0.95% | 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 23 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 67 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).
Where this story sits: Strait of Hormuz
Geopolitics Alpha has 182 stories about Strait of Hormuz from the past 7 days and 546 stories from the past 30. That is faster than its usual pace over the past month. “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist” is tagged to Strait of Hormuz.
Who gains and who loses around Amplify Commodity Trust (BWET)
The side that tends to collect
- FRO Frontline
Frontline (FRO) tends to benefit, medium confidence in the 6 Nov 2026 story “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist.” 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 “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist,” 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
In “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist,” International Seaways (INSW) tends to benefit, medium confidence. 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
For “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist,” 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
For “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist,” 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
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “gulf” (oil) in this story
- ITA IShares U.S. Aerospace & Defense ETF
In “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “gulf” (defense) in this story
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “gulf” (oil) in this story
Amplify Commodity Trust (BWET) and the energy link
“Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist” (6 Nov 2026) reaches Amplify Commodity Trust (BWET) through Strait of Hormuz.
What ties Amplify Commodity Trust (BWET) to the headline is this: 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 “gulf” (oil) in this story
Dates in the story, and the Amplify Commodity Trust (BWET) price range
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 145.42.
The energy score for Amplify Commodity Trust (BWET)
46 out of 100
“Seafarer missing in Gulf tanker strike as Iran redraws Hormuz blacklist” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.