Geopolitics Alpha

Stocks Make a U-Turn on Hopes of U.S.-Iran Diplomacy

Published 20 Oct 2026, 20:24 UTC. Updated 20 Oct 2026, 21:54 UTC.

Stocks Make a U-Turn on Hopes of U.S.-Iran Diplomacy WSJ

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
XOM Exxon Mobil
Oil producers earn more when crude prices rise
CVX Chevron
Oil producers earn more when crude prices rise
STNG Scorpio Tankers
Tanker operators earn more when freight rates spike
DAL Delta Air Lines
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	—	—	—	—	—	—	—
INSW	—	—	—	—	—	—	—
DHT	—	—	—	—	—	—	—
TNK	—	—	—	—	—	—	—
USO	—	—	—	—	—	—	—
XLE	—	—	—	—	—	—	—
XOM	—	—	—	—	—	—	—
CVX	—	—	—	—	—	—	—
STNG	—	—	—	—	—	—	—
DAL	—	—	—	—	—	—	—

Stocks Make a U-Turn on Hopes of U.S.-Iran Diplomacy WSJ

Source: The Wall Street Journal

How solid “Stocks Make a U-Turn on Hopes of U.S.-Iran Diplomacy” looks

12 out of 100

“Stocks Make a U-Turn on Hopes of U.S.-Iran Diplomacy” scores 12 out of 100. The score uses 1 sources.