Geopolitics Alpha

Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report

Published . Updated .

Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report 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

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil

    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———————
ZIM———————
MATX+2.13%-1.51%—+0.80%+4.03%+3.93%+4.89%
XOM———————
DAL+1.16%+0.99%—-2.50%-3.18%-6.69%-4.98%

Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report Türkiye Today

Source: Türkiye Today

How iShares S&P GSCI Commodity-Indexed Trust (GSG) moved across the last 3 energy stories

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

iShares S&P GSCI Commodity-Indexed Trust (GSG) compared with energy stocks (XLE) since 12 Oct 2026

Since the first closing price after “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is +0.71%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.18% difference versus the market. energy stocks (XLE) is +0.92%, a -0.21% difference versus that group of stocks.

CompanyWhenMoveStatus
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
MATXthat day+0.80%final price
MATXthe next day+4.03%final price
MATXtwo days later+3.93%final price
MATXthree days later+4.89%final price
MATXthree days earlier-1.51%final price
MATXfive days earlier+2.13%final price
GSG
SPY
XLE

Strait of Hormuz, seven days against thirty

Strait of Hormuz has 195 linked stories in the last 7 days and 195 in the last 30 on the page that also carries “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report.” The recent pace is rising.

Who gains and who loses around iShares S&P GSCI Commodity-Indexed Trust (GSG)

Companies carried with this story

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    In “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report,” iShares S&P GSCI Commodity-Indexed Trust (GSG) 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

  • VDE Vanguard World Fd

    For “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report,” Vanguard World Fd (VDE) 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

  • BNO United States Brent Oil Fund

    In “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report,” United States Brent Oil Fund (BNO) 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

  • UGA United States Gasoline Fund

    United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report.” 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

    For “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report,” FENY 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

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

    State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report.” 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 “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

  • BOAT Sonicshares Global Shipping Etf

    Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report.” Reason on file: Major maritime chokepoint disruption can transmit through freight capacity, voyage times, insurance costs, and carrier earnings expectations

What Strait of Hormuz means for iShares S&P GSCI Commodity-Indexed Trust (GSG)

On 12 Oct 2026, “Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report” is the story that connects iShares S&P GSCI Commodity-Indexed Trust (GSG) to Strait of Hormuz.

iShares S&P GSCI Commodity-Indexed Trust (GSG) is on the page because Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity

Vanguard World Fd (VDE) 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

Dates in the story, and the iShares S&P GSCI Commodity-Indexed Trust (GSG) price range

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. VDE traded between 176.54 and 190.84 across 10 sessions. The latest close on file is 189.01.

What the saved facts support for iShares S&P GSCI Commodity-Indexed Trust (GSG)

46 out of 100

“Tanker captains pays $100,000 a month to run Strait of Hormuz gauntlet: Report” scores 46 out of 100. The score uses 1 sources, and 14 linked companies.