Strait of Hormuz Oil Tankers Hit: New Risks for U.S. Farmers
Published . Updated .
Iran reports seven oil tankers damaged near Hormuz, raising concerns over diesel prices, fertilizer supplies and rising costs for U.S. farmers nationwide.
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline+1.4%
Tanker operators earn more when freight rates spike
- INSW International Seaways-1.4%
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+4.9%
Tracks U.S. crude prices when Gulf supply is at risk
- XLE Energy Select Sector SPDR+3.8%
Energy companies move with a Gulf supply scare
- LMT Lockheed Martin+11.5%
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil+7.9%
Oil producers earn more when crude prices rise
- ZIM ZIM Integrated Shipping-2.2%
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines-0.8%
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 | +2.40% | -1.15% | base | -0.12% | +0.45% | after close | after close |
| INSW | +1.62% | -5.88% | base | -2.56% | -1.18% | after close | after close |
| DHT | -2.94% | -4.60% | base | -0.04% | +1.49% | after close | after close |
| TNK | +1.23% | -1.21% | base | -0.71% | +0.11% | after close | after close |
| USO | -1.53% | +0.69% | base | +1.72% | after close | after close | after close |
| XLE | -2.35% | -0.51% | base | -0.84% | after close | after close | after close |
| LMT | -3.46% | -0.65% | base | +6.92% | after close | after close | after close |
| XOM | -1.88% | +0.08% | base | +0.06% | after close | after close | after close |
| ZIM | +1.29% | -0.57% | base | -0.33% | -0.74% | after close | after close |
| DAL | +0.50% | -3.92% | base | +2.03% | -1.07% | 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.
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Strait of Hormuz Oil Tankers Hit: New Risks for U.S. Farmers AgroLatam
Source: AgroLatam
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | +2.03% | final price |
| DAL | the next day | -1.07% | still updating |
| DAL | three days earlier | -3.92% | final price |
| DAL | five days earlier | +0.50% | final price |
| DHT | that day | -0.04% | final price |
| DHT | the next day | +1.49% | still updating |
| DHT | three days earlier | -4.60% | final price |
| DHT | five days earlier | -2.94% | final price |
| FRO | that day | -0.12% | final price |
| FRO | the next day | +0.45% | still updating |
| FRO | three days earlier | -1.15% | final price |
| FRO | five days earlier | +2.40% | final price |
| INSW | that day | -2.56% | final price |
| INSW | the next day | -1.18% | still updating |
| INSW | three days earlier | -5.88% | final price |
| INSW | five days earlier | +1.62% | final price |
| LMT | that day | +6.92% | final price |
| LMT | three days earlier | -0.65% | final price |
| LMT | five days earlier | -3.46% | final price |
| TNK | that day | -0.71% | final price |
| TNK | the next day | +0.11% | still updating |
| TNK | three days earlier | -1.21% | final price |
| TNK | five days earlier | +1.23% | final price |
| USO | that day | +1.72% | final price |
| USO | three days earlier | +0.69% | final price |
| USO | five days earlier | -1.53% | final price |
| XLE | that day | -0.84% | final price |
| XLE | three days earlier | -0.51% | final price |
| XLE | five days earlier | -2.35% | final price |
| XOM | that day | +0.06% | final price |
| XOM | three days earlier | +0.08% | final price |
| XOM | five days earlier | -1.88% | final price |
| ZIM | that day | -0.33% | final price |
| ZIM | the next day | -0.74% | still updating |
| ZIM | three days earlier | -0.57% | final price |
| ZIM | five days earlier | +1.29% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 35 days before publication. Filed 13 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 52 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 83 days before publication. Filed 22 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).
The Strait of Hormuz count beside this story
Strait of Hormuz has 251 linked stories in the last 7 days and 251 in the last 30 on the page that also carries “Strait of Hormuz Oil Tankers Hit: New Risks for U.S. Farmers.” The recent pace is rising.
How solid “Strait of Hormuz Oil Tankers Hit: New Risks for U.S. Farmers” looks
12 out of 100Price not final
“Strait of Hormuz Oil Tankers Hit: New Risks for U.S. Farmers” scores 12 out of 100. The score uses 1 sources. The price is not final yet.