Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz
Published . Updated .
Trump says he discussed Iran with Netanyahu as Tehran signals openness to diplomacy; Iran reports two tankers struck mines in Strait of Hormuz and designates British naval and air forces terrorist organizations
Directly affected
- No company is named in this report.
Indirectly affected
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- EIS iShares MSCI Israel ETF-1.2% 13d
iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“netanyahu”).
- EWU iShares MSCI United Kingdom ETF-2.3% 30d
iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“british”).
- FRO Frontline+14.2% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- TNK Teekay Tankers
Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- INSW International Seaways+1.7% 11d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| EISNo price data for this ticker | — | — | — | — | — | — | — |
| EWUNo price data for this ticker | — | — | — | — | — | — | — |
| FRO | -2.94% | -2.39% | base | after close | after close | after close | after close |
| TNK | +0.20% | -1.49% | base | after close | after close | after close | after close |
| DHT | -1.70% | -2.24% | base | after close | after close | after close | after close |
| INSW | +1.66% | -0.13% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz Ynetnews
Source: Ynetnews
How Amplify Commodity Trust (BWET) moved after the last 14 energy shocks
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Frontline (FRO) | the next day | +1.50% | +7.75% | -6.74% | 14 |
| Frontline (FRO) | three days later | +5.81% | +9.23% | -10.57% | 14 |
| DHT Holdings (DHT) | the next day | -1.77% | +1.88% | -5.45% | 14 |
| DHT Holdings (DHT) | three days later | +1.56% | +2.18% | -6.37% | 14 |
- Oil Prices End Mixed as Traders Weigh Demand Outlook, Hormuz Shipping Risks
- Gold, silver extend weekly losses as Hormuz tensions push crude above $116 - Kitco PM Report
- Saudi Arabia wants to send 10 million barrels of oil a day around Hormuz. A former Treasury official says it may barely move prices
- Making It Through: Considering Iran’s Decision to Let a Japanese Tanker Pass Hormuz
- Tanker attacked near Strait of Hormuz: UKMTO
- Reports of Explosion, Possible Damage to Giant Oil Tanker in Strait of Hormuz
The price since 1 Nov 2026: Amplify Commodity Trust (BWET) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| DHT Holdings (DHT) | three days earlier | -2.24% | final price |
| DHT Holdings (DHT) | five days earlier | -1.70% | final price |
| Frontline (FRO) | three days earlier | -2.39% | final price |
| Frontline (FRO) | five days earlier | -2.94% | final price |
| International Seaways (INSW) | three days earlier | -0.13% | final price |
| International Seaways (INSW) | five days earlier | +1.66% | final price |
| Teekay Tankers (TNK) | three days earlier | -1.49% | final price |
| Teekay Tankers (TNK) | five days earlier | +0.20% | final price |
Strait of Hormuz, seven days against thirty
Geopolitics Alpha has 167 stories about Strait of Hormuz from the past 7 days and 454 stories from the past 30. That is faster than its usual pace over the past month. “Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz” is tagged to Strait of Hormuz.
Who gains and who pays if Strait of Hormuz stays in the story
The side that tends to collect
- FRO Frontline
Frontline (FRO) tends to benefit, medium confidence in the 1 Nov 2026 story “Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz.” Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- DHT DHT Holdings
DHT Holdings (DHT) tends to benefit, medium confidence in the 1 Nov 2026 story “Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz.” Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- INSW International Seaways
International Seaways (INSW) tends to benefit, medium confidence in the 1 Nov 2026 story “Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz.” Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
- TNK Teekay Tankers
For “Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz,” Teekay Tankers (TNK) tends to benefit, medium confidence. Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
No up or down call on file
- BWET Amplify Commodity Trust
In “Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
- EIS Ishares
For “Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz,” Ishares (EIS) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“netanyahu”)
What Strait of Hormuz means for Amplify Commodity Trust (BWET)
On 1 Nov 2026, “Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz” is the story that connects Amplify Commodity Trust (BWET) to Strait of Hormuz.
Amplify Commodity Trust (BWET) is on the page because Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story
Also listed, Ishares (EIS): iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“netanyahu”)
What this energy story puts on the calendar
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. EIS traded between 120.27 and 127.76 across 11 sessions. The latest close on file is 121.83. FRO traded between 49.05 and 59.74 across 20 sessions. The latest close on file is 56.89.
How solid the energy case looks
46 out of 100
“Trump, Netanyahu discuss Iran as Tehran reports tanker explosions in Strait of Hormuz” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.