Geopolitics Alpha

Secretary Bessent says Iran conflict will determine if oil prices go down in 2026

Published . Updated .

Secretary Bessent says Iran conflict will determine if oil prices go down in 2026 KOKI FOX 23

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———————

Secretary Bessent says Iran conflict will determine if oil prices go down in 2026 WGXA

Source: WGXA

How solid the energy case looks

100 out of 100

“Secretary Bessent says Iran conflict will determine if oil prices go down in 2026” scores 100 out of 100. The score uses 12 sources.