Strait of Hormuz Watch: Vessel Attacks Persist
Published . Updated .
Data and insights tracking transit activity, oil prices, petroleum reserves, supply chain impacts and geopolitical developments affecting the waterway.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+7.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR+6.2% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF+40.2% 19d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “vessel” (container shipping) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- XOM ExxonMobil Holdings+10.3% 14d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron+8.4% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- COP ConocoPhillips+8.0% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- SHEL Shell+0.1% 13d
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (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 |
|---|---|---|---|---|---|---|---|
| USO | -2.37% | +3.62% | base | +1.87% | after close | after close | after close |
| XLE | -0.12% | +1.60% | base | +0.34% | after close | after close | after close |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -1.00% | +1.85% | base | +1.22% | after close | after close | after close |
| CVXNo price data for this ticker | — | — | — | — | — | — | — |
| COPNo price data for this ticker | — | — | — | — | — | — | — |
| SHELNo price data for this ticker | — | — | — | — | — | — | — |
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 Watch: Vessel Attacks Persist IndustryWeek
Source: IndustryWeek
16 earlier Strait of Hormuz stories for Amplify Commodity Trust (BWET)
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | -0.11% | +1.13% | -0.68% | 16 |
| United States Oil Fund (USO) | three days later | +4.89% | +5.37% | +3.84% | 16 |
| ExxonMobil Holdings (XOM) | the next day | +0.01% | +0.17% | -0.08% | 14 |
| ExxonMobil Holdings (XOM) | three days later | +3.02% | +3.42% | +2.80% | 14 |
- Iran says supertanker carrying over 2 million barrels of oil hit mine near Hormuz
- South Korean Oil Tanker Takes Red Sea Detour as Hormuz Closure Persists
- HSBC Sees Hormuz Becoming Redundant in Five Years
- Oil prices rise as Strait of Hormuz tanker attacks escalate
- "Iran's claims about oil tankers colliding with sea mines in the Strait of Hormuz are false", a US CENTCOM spokesman says
- Iran Says Burning Tanker Found In Hormuz Restricted Zone, CENTCOM Rejected
Price since this story was published: Amplify Commodity Trust (BWET)
| Company | When | Move | Status |
|---|---|---|---|
| United States Oil Fund (USO) | that day | +1.87% | final price |
| United States Oil Fund (USO) | three days earlier | +3.62% | final price |
| United States Oil Fund (USO) | five days earlier | -2.37% | final price |
| XLE | that day | +0.34% | final price |
| XLE | three days earlier | +1.60% | final price |
| XLE | five days earlier | -0.12% | final price |
| ExxonMobil Holdings (XOM) | that day | +1.22% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +1.85% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -1.00% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 58 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 89 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 35 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 63 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 65 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 68 days before publication. Filed 8 Oct 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 105 stories about Strait of Hormuz from the past 7 days and 324 stories from the past 30. That is faster than its usual pace over the past month. “Strait of Hormuz Watch: Vessel Attacks Persist” is tagged to Strait of Hormuz.
Companies in defense around Amplify Commodity Trust (BWET)
Likely winners
- XOM ExxonMobil Holdings
In “Strait of Hormuz Watch: Vessel Attacks Persist,” ExxonMobil Holdings (XOM) tends to benefit, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “hormuz” (oil) in this story
- FRO Frontline
Frontline (FRO) tends to benefit, medium confidence in the 28 Oct 2026 story “Strait of Hormuz Watch: Vessel Attacks Persist.” Reason on file: Tanker operators earn more when freight rates spike. Linked by “hormuz” in this story
- INSW International Seaways
For “Strait of Hormuz Watch: Vessel Attacks Persist,” International Seaways (INSW) tends to benefit, medium confidence. Reason on file: Tanker operators earn more when freight rates spike. Linked by “hormuz” in this story
No up or down call on file
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Strait of Hormuz Watch: Vessel Attacks Persist.” Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “vessel” (container shipping) in this story
- IYT Ishares Tr
For “Strait of Hormuz Watch: Vessel Attacks Persist,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “vessel” (container shipping) in this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Strait of Hormuz Watch: Vessel Attacks Persist.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “hormuz” (oil) in this story
- ZIM ZIM Integrated Shipping Services
In “Strait of Hormuz Watch: Vessel Attacks Persist,” ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence. Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “vessel” (container shipping) in this story
Amplify Commodity Trust (BWET) and the defense link
On 28 Oct 2026, “Strait of Hormuz Watch: Vessel Attacks Persist” is the story that connects Amplify Commodity Trust (BWET) to Strait of Hormuz.
What ties Amplify Commodity Trust (BWET) to the headline is this: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “vessel” (container shipping) in this story
A second company, Ishares Tr (IYT), is listed for a different reason: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “vessel” (container shipping) in this story
The price range for Amplify Commodity Trust (BWET), and the dates in the story
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 166.69.
The defense score for Amplify Commodity Trust (BWET)
46 out of 100
“Strait of Hormuz Watch: Vessel Attacks Persist” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.