Geopolitics Alpha

Two oil tankers struck by mines in Strait of Hormuz

Published . Updated .

Covered by 2 outlets: Yahoo, NewsNation.

Who covered it: Center 1 · Not rated 1. How we rate outlets

Key takeaways

  • President Donald Trump spoke with Qatar’s leader on the phone Friday about diplomatic efforts to ease regional tensions.
  • Exposed: BWET, USO, TNK, FRO, DHT
  • Market reaction: price tracking starts with the next trading session.

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Two oil tankers struck by mines in Strait of Hormuz

President Donald Trump spoke with Qatar’s leader on the phone Friday about diplomatic efforts to ease regional tensions.

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.

  • USO United States Oil Fund-5.0% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “hormuz” (defense) in this story.

  • QAT iShares MSCI Qatar ETF

    iShares MSCI Qatar ETF holds stocks listed in Qatar, which this story is about (“qatar”).

  • FRO Frontline+1.0% 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-9.6% 14d

    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

TickerT-5T-3T-1T0T+1T+2T+3
BWET+38.94%+24.54%baseafter closeafter closeafter closeafter close
USO+13.96%+6.75%baseafter closeafter closeafter closeafter close
ITANo price data for this ticker———————
QATNo price data for this ticker———————
FRO+27.38%+17.44%baseafter closeafter closeafter closeafter close
TNK+22.76%+16.36%baseafter closeafter closeafter closeafter close
DHT+22.29%+17.01%baseafter closeafter closeafter closeafter close
INSW+18.39%+10.91%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.

Two oil tankers struck by mines in Strait of Hormuz Yahoo

Source: Yahoo

Earlier energy stories for Amplify Commodity Trust (BWET): 18 cases

Those 18 earlier stories put Amplify Commodity Trust (BWET) at an average move of +2.18% the next day. Largest gain +4.09%, largest drop -2.78%, from 18 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Amplify Commodity Trust (BWET)the next day+2.18%+4.09%-2.78%18
Amplify Commodity Trust (BWET)three days later-11.62%-6.70%-24.41%18
United States Oil Fund (USO)the next day-0.95%+1.30%-6.80%18
United States Oil Fund (USO)three days later-7.35%-5.11%-13.51%15
Teekay Tankers (TNK)the next day-0.76%+1.10%-5.59%18
Teekay Tankers (TNK)three days later-7.73%-3.78%-12.48%11
Frontline (FRO)the next day-0.44%+2.38%-7.77%18
Frontline (FRO)three days later-9.49%-5.55%-15.01%12

How far Amplify Commodity Trust (BWET) has moved since 6 Nov 2026

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+24.54%final price
Amplify Commodity Trust (BWET)five days earlier+38.94%final price
DHT Holdings (DHT)three days earlier+17.01%final price
DHT Holdings (DHT)five days earlier+22.29%final price
Frontline (FRO)three days earlier+17.44%final price
Frontline (FRO)five days earlier+27.38%final price
International Seaways (INSW)three days earlier+10.91%final price
International Seaways (INSW)five days earlier+18.39%final price
Teekay Tankers (TNK)three days earlier+16.36%final price
Teekay Tankers (TNK)five days earlier+22.76%final price
United States Oil Fund (USO)three days earlier+6.75%final price
United States Oil Fund (USO)five days earlier+13.96%final price

Congressional trades in the stocks in this story

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).

Where “Two oil tankers struck by mines in Strait of Hormuz” sits: Strait of Hormuz

Strait of Hormuz

Geopolitics Alpha has 169 stories about Strait of Hormuz from the past 7 days and 553 stories from the past 30. That is about its usual pace over the past month. “Two oil tankers struck by mines in Strait of Hormuz” is tagged to Strait of Hormuz.

Amplify Commodity Trust (BWET) on one side of this energy story

Likely winners

  • TNK Teekay Tankers

    Teekay Tankers (TNK) tends to benefit, medium confidence in the 6 Nov 2026 story “Two oil tankers struck by mines in Strait of Hormuz.” 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

  • FRO Frontline

    Frontline (FRO) tends to benefit, medium confidence in the 6 Nov 2026 story “Two oil tankers struck by mines 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

    In “Two oil tankers struck by mines in Strait of Hormuz,” DHT Holdings (DHT) tends to benefit, medium confidence. 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

    In “Two oil tankers struck by mines in Strait of Hormuz,” International Seaways (INSW) tends to benefit, medium confidence. 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

No up or down call on file

  • BWET Amplify Commodity Trust

    In “Two oil tankers struck by mines 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

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Two oil tankers struck by mines in Strait of Hormuz.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Two oil tankers struck by mines in Strait of Hormuz.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • CVX Chevron

    Chevron (CVX) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Two oil tankers struck by mines in Strait of Hormuz.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

Amplify Commodity Trust (BWET) and the energy link

On 6 Nov 2026, “Two oil tankers struck by mines in Strait of Hormuz” is the story that connects Amplify Commodity Trust (BWET) to Strait of Hormuz.

What ties Amplify Commodity Trust (BWET) to the headline is this: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

A second company, United States Oil Fund (USO), is listed for a different reason: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

The price range for Amplify Commodity Trust (BWET), and the dates in the story

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 145.42.

The energy score for Amplify Commodity Trust (BWET)

54 out of 100

“Two oil tankers struck by mines in Strait of Hormuz” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.