Tankers go dark in Strait of Hormuz, visible traffic falls by more than half
Published . Updated .
Tankers go dark in Strait of Hormuz, visible traffic falls by more than half bairdmaritime.com
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
Tankers go dark in Strait of Hormuz, visible traffic falls by more than half Baird Maritime
Source: Baird Maritime
Price since this story was published: United States Brent Oil Fund (BNO)
Since the first closing price after “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half,” 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. industrial stocks (XLI) is -2.10%, a +17.99% difference versus that group of stocks.
The Strait of Hormuz count beside 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 “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half.” The recent pace is rising.
Who collects and who pays in shipping
Companies mentioned with this story
- BNO United States Brent Oil Fund
In “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half,” 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 21 Sep 2026 story “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half.” 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 21 Sep 2026 story “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half.” 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 “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half,” 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
In “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half,” 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 21 Sep 2026 story “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half.” 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 “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half,” 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 “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half,” Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence. Reason on file: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations
United States Brent Oil Fund (BNO) and the shipping link
The 21 Sep 2026 story “Tankers go dark in Strait of Hormuz, visible traffic falls by more than half” names United States Brent Oil Fund (BNO) because of Strait of Hormuz.
United States Brent Oil Fund (BNO) 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
Also listed, United States Gasoline Fund (UGA): 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 United States Brent Oil Fund (BNO) 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. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.
How strong the case is around United States Brent Oil Fund (BNO)
46 out of 100
“Tankers go dark in Strait of Hormuz, visible traffic falls by more than half” scores 46 out of 100. The score uses 1 sources, and 14 linked companies.