Geopolitics Alpha

Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments

Published . Updated .

Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments The Seattle Times

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———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
ZIM———————
MATX———————
XOM———————
DAL———————

Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments reflector.com

Source: reflector.com

Price since this story was published: United States Brent Oil Fund (BNO)

Since the first closing price after “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments,” United States Brent Oil Fund (BNO) is +15.89%. The S&P 500 fund (SPY) is -0.88% over the same days, a +16.77% difference versus the market. energy stocks (XLE) is +9.77%, a +6.12% difference versus that group of stocks.

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 “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments.” The recent pace is rising.

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

Companies tied to this story

  • BNO United States Brent Oil Fund

    For “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments,” 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

    In “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments,” United States Gasoline Fund (UGA) 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

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    For “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments,” 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 hit by projectile as it enters the Strait of Hormuz, and other Mideast developments,” 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

  • FENY

    FENY is linked, with no stored direction, high confidence in the 21 Sep 2026 story “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments.” 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 “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments,” 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

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

    For “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments,” Ishares U.S. Oil Equipment & Services Etf (IEZ) 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

  • BOAT Sonicshares Global Shipping Etf

    For “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments,” Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence. Reason on file: Major maritime chokepoint disruption can transmit through freight capacity, voyage times, insurance costs, and carrier earnings expectations

How energy news reaches United States Brent Oil Fund (BNO)

The 21 Sep 2026 story “Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments” names United States Brent Oil Fund (BNO) because of Strait of Hormuz.

The link for United States Brent Oil Fund (BNO) is this: 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

Price levels for United States Brent Oil Fund (BNO)

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.

A simple score for United States Brent Oil Fund (BNO)

69 out of 100

“Tanker hit by projectile as it enters the Strait of Hormuz, and other Mideast developments” scores 69 out of 100. The score uses 4 sources, and 14 linked companies.