Geopolitics Alpha

Trump threatens 'another little Epic Fury' on Iran: Repeats claim he stopped India-Pakistan war with 250% t...

Published . Updated .

DEFENSETrump threatens 'another littleEpic Fury' on Iran: Repeats claimhe stopped India-Pakistan war wit…GEOPOLITICS ALPHA

This report is about Tanker rates and Iran. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.4%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways-1.4%

    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+4.9%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+3.8%

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin+11.5%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-0.4%

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping-2.2%

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines-0.8%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO-4.16%-3.04%baseafter closeafter closeafter closeafter close
INSW-5.43%+0.49%baseafter closeafter closeafter closeafter close
DHT-6.23%-1.71%baseafter closeafter closeafter closeafter close
TNK-4.67%-3.50%baseafter closeafter closeafter closeafter close
USO-5.13%-5.78%baseafter closeafter closeafter closeafter close
XLE-2.19%-1.69%baseafter closeafter closeafter closeafter close
LMT-9.31%-8.71%baseafter closeafter closeafter closeafter close
RTX+0.57%+0.33%baseafter closeafter closeafter closeafter close
ZIM-1.23%-0.66%baseafter closeafter closeafter closeafter close
DAL-2.77%+1.20%baseafter closeafter closeafter closeafter 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 threatens 'another little Epic Fury' on Iran: Repeats claim he stopped India-Pakistan war with 250% t... Bhaskar English

Source: Bhaskar English

Defense

CompanyWhenMoveStatus
DALthree days earlier+1.20%final price
DALfive days earlier-2.77%final price
DHTthree days earlier-1.71%final price
DHTfive days earlier-6.23%final price
FROthree days earlier-3.04%final price
FROfive days earlier-4.16%final price
INSWthree days earlier+0.49%final price
INSWfive days earlier-5.43%final price
LMTthree days earlier-8.71%final price
LMTfive days earlier-9.31%final price
RTXthree days earlier+0.33%final price
RTXfive days earlier+0.57%final price
TNKthree days earlier-3.50%final price
TNKfive days earlier-4.67%final price
USOthree days earlier-5.78%final price
USOfive days earlier-5.13%final price
XLEthree days earlier-1.69%final price
XLEfive days earlier-2.19%final price
XOMthree days earlier-2.80%final price
XOMfive days earlier-2.72%final price
ZIMthree days earlier-0.66%final price
ZIMfive days earlier-1.23%final price

Defense

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid the defense case looks

12 out of 100

“Trump threatens 'another little Epic Fury' on Iran: Repeats claim he stopped India-Pakistan war with 250% t...” scores 12 out of 100. The score uses 1 sources.