Geopolitics Alpha

Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling

Published . Updated .

Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling Türkiye Today

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

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with a Gulf supply scare

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    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-4.17%-5.40%—+5.54%+5.19%+0.27%-6.36%
INSW-2.70%-2.49%—+3.69%+4.30%-1.00%-5.62%
DHT-3.33%-3.73%—+6.49%+7.83%+1.26%-4.87%
TNK———————
USO———————
XLE———————
LMT———————
XOM———————
CVX-2.61%-3.22%—+1.43%+2.75%+4.76%+3.48%
DAL+1.16%+0.99%—-2.50%-3.18%-6.69%-4.98%

Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling Türkiye Today

Source: Türkiye Today

How United States Brent Oil Fund (BNO) moved after the last 7 energy shocks

CompanyWhenAverageLargest gainLargest dropPrices
Vanguard World Fd (VDE)the next day+3.32%+3.32%+3.32%2
Vanguard World Fd (VDE)three days later+1.98%+1.98%+1.98%2

United States Brent Oil Fund (BNO) since this story, compared with the market

Since the first closing price after “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling,” United States Brent Oil Fund (BNO) is +3.06%. The S&P 500 fund (SPY) is -1.47% over the same days, a +4.53% difference versus the market. energy stocks (XLE) is +0.92%, a +2.14% difference versus that group of stocks.

CompanyWhenMoveStatus
CVXthat day+1.43%final price
CVXthe next day+2.75%final price
CVXtwo days later+4.76%final price
CVXthree days later+3.48%final price
CVXthree days earlier-3.22%final price
CVXfive days earlier-2.61%final price
DALthat day-2.50%final price
DALthe next day-3.18%final price
DALtwo days later-6.69%final price
DALthree days later-4.98%final price
DALthree days earlier+0.99%final price
DALfive days earlier+1.16%final price
DHTthat day+6.49%final price
DHTthe next day+7.83%final price
DHTtwo days later+1.26%final price
DHTthree days later-4.87%final price
DHTthree days earlier-3.73%final price
DHTfive days earlier-3.33%final price
FROthat day+5.54%final price
FROthe next day+5.19%final price
FROtwo days later+0.27%final price
FROthree days later-6.36%final price
FROthree days earlier-5.40%final price
FROfive days earlier-4.17%final price
INSWthat day+3.69%final price
INSWthe next day+4.30%final price
INSWtwo days later-1.00%final price
INSWthree days later-5.62%final price
INSWthree days earlier-2.49%final price
INSWfive days earlier-2.70%final price
BNO
SPY
XLE

Strait of Hormuz on the map for this story

Strait of Hormuz has 195 linked stories in the last 7 days and 195 in the last 30 on the page that also carries “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling.” The recent pace is rising.

United States Brent Oil Fund (BNO) on one side of this energy story

Companies mentioned with this story

  • BNO United States Brent Oil Fund

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • UGA United States Gasoline Fund

    United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • VDE Vanguard World Fd

    Vanguard World Fd (VDE) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • FENY

    FENY is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • IEZ Ishares U.S. Oil Equipment & Services Etf

    Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    For “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • USO United States Oil Fund

    For “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

How a Strait of Hormuz shock reaches United States Brent Oil Fund (BNO)

United States Brent Oil Fund (BNO) is the company in “Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling,” the 12 Oct 2026 Strait of Hormuz story.

For United States Brent Oil Fund (BNO), the reason on file says Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

United States Gasoline Fund (UGA) is here too. Its reason reads: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

What this energy story puts on the calendar

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

How solid the energy case looks

46 out of 100

“Supertanker hits mine in Strait of Hormuz as Iran accuses US of oil smuggling” scores 46 out of 100. The score uses 1 sources, and 16 linked companies.