Geopolitics Alpha

The Strait of Hormuz Crisis Is Repricing Freight, Not Just Oil

Published . Updated .

The Strait of Hormuz Crisis Is Repricing Freight, Not Just Oil Global Trade Magazine

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———————

The Strait of Hormuz Crisis Is Repricing Freight, Not Just Oil Global Trade Magazine

Source: Global Trade Magazine

The Strait of Hormuz count beside this story

Strait of Hormuz has 198 linked stories in the last 7 days and 198 in the last 30 on the page that also carries “The Strait of Hormuz Crisis Is Repricing Freight, Not Just Oil.” The recent pace is rising.

How solid the energy case looks

25 out of 100

“The Strait of Hormuz Crisis Is Repricing Freight, Not Just Oil” scores 25 out of 100. The score uses 2 sources.