Geopolitics Alpha

Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report

Published . Updated .

Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report Eurasia Review

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%

Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report Eurasia Review

Source: Eurasia Review

3 earlier Strait of Hormuz stories for United States Brent Oil Fund (BNO)

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

The price since 12 Oct 2026: United States Brent Oil Fund (BNO) versus the S&P 500

Since the first closing price after “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report,” United States Brent Oil Fund (BNO) is +3.06%. The S&P 500 fund (SPY) is -1.47% over the same days, a +4.53% difference versus the market. energy stocks (XLE) is +0.92%, a +2.14% 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
BNO
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 “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report.” The recent pace is rising.

Who collects and who pays in energy

Companies tied to this story

  • BNO United States Brent Oil Fund

    In “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – 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

    In “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report,” 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 “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – 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 “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – 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

  • FENY

    FENY is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – 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

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

    In “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report,” 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

    In “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report,” 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

    In “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report,” 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

What Strait of Hormuz means for United States Brent Oil Fund (BNO)

United States Brent Oil Fund (BNO) is the company in “Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report,” the 12 Oct 2026 Strait of Hormuz story.

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

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

What this energy story puts on the calendar

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 solid the energy case looks

46 out of 100

“Third Tanker Catches Fire In Strait Of Hormuz After Hitting Mine – Report” scores 46 out of 100. The score uses 1 sources, and 14 linked companies.