Security Council LIVE: Fragile Gulf calm tested as threats to Hormuz shipping mount
Published . Updated .
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Nearly nine months after Israeli and US strikes on Iran set off a regional war, the Gulf remains on a knife edge. Iran has all but closed the Strait of Hormuz, which carried a fifth of the world’s oil before the conflict. Attacks on shipping are rising, and efforts to stop a
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 shipping freight. Linked by “shipping” (container shipping) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container 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.
- EIS iShares MSCI Israel ETF+0.7% 6d
iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israeli”).
- ZIM ZIM Integrated Shipping Services+4.7% 30d
ZIM Integrated Shipping Services (deep sea foreign transportation of freight, with business in Israel): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container 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.
- MATX Matson-3.2% 13d
Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.
- KEX Kirby-7.3% 30d
Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) 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 | +16.99% | -9.44% | base | +6.51% | after close | after close | after close |
| IYT | -3.11% | +0.31% | base | +0.18% | after close | after close | after close |
| USONo price data for this ticker | — | — | — | — | — | — | — |
| EISNo price data for this ticker | — | — | — | — | — | — | — |
| ZIM | -4.43% | -3.95% | base | +0.09% | after close | after close | after close |
| XOMNo price data for this ticker | — | — | — | — | — | — | — |
| MATX | -0.66% | -2.89% | base | -1.65% | after close | after close | after close |
| KEX | -5.74% | -3.31% | base | +0.86% | 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.
Security Council LIVE: Fragile Gulf calm tested as threats to Hormuz shipping mount UN News
Source: UN News
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | +6.51% | still updating |
| BWET | three days earlier | -9.44% | final price |
| BWET | five days earlier | +16.99% | final price |
| IYT | that day | +0.18% | still updating |
| IYT | three days earlier | +0.31% | final price |
| IYT | five days earlier | -3.11% | final price |
| KEX | that day | +0.86% | still updating |
| KEX | three days earlier | -3.31% | final price |
| KEX | five days earlier | -5.74% | final price |
| MATX | that day | -1.65% | still updating |
| MATX | three days earlier | -2.89% | final price |
| MATX | five days earlier | -0.66% | final price |
| ZIM | that day | +0.09% | still updating |
| ZIM | three days earlier | -3.95% | final price |
| ZIM | five days earlier | -4.43% | final price |
Strait of Hormuz
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 30 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 74 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 217 stories about Strait of Hormuz from the past 7 days and 717 stories from the past 30. That is about its usual pace over the past month. “Security Council LIVE: Fragile Gulf calm tested as threats to Hormuz shipping mount” is tagged to Strait of Hormuz.
How solid the shipping case looks
12 out of 100Price not final
“Security Council LIVE: Fragile Gulf calm tested as threats to Hormuz shipping mount” scores 12 out of 100. The score uses 1 sources. The price is not final yet.