Geopolitics Alpha

Tanker explodes in Strait of Hormuz as Saudi-Houthi clashes continue

Published . Updated .

Tanker explodes in Strait of Hormuz as Saudi-Houthi clashes continue CGTN

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

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • 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———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
ZIM———————
MATX———————
DAC———————
DAL———————

Tanker explodes in Strait of Hormuz as Saudi-Houthi clashes continue CGTN

Source: CGTN

Strait of Hormuz on the map for this story

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How solid the energy case looks

12 out of 100

“Tanker explodes in Strait of Hormuz as Saudi-Houthi clashes continue” scores 12 out of 100. The score uses 1 sources.