Geopolitics Alpha

Two supertankers hit mines near Strait of Hormuz: IRGC

Published . Updated .

SHIPPING · STRAIT OF HORMUZTwo supertankers hit mines nearStrait of Hormuz: IRGCGEOPOLITICS ALPHA

This report is about Tanker rates and Gulf supply. 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+4.7%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways+0.8%

    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+8.2%

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR+7.4%

    Energy companies move with a Gulf supply scare

  • ZIM ZIM Integrated Shipping-1.2%

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson-5.7%

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil+11.0%

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines-3.8%

    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
ZIM-1.23%-0.66%baseafter closeafter closeafter closeafter close
MATX+1.35%+2.85%baseafter closeafter closeafter closeafter close
XOM-2.72%-2.80%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

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Two supertankers hit mines near Strait of Hormuz: IRGC Rudaw

Source: Rudaw

Strait of Hormuz

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
MATXthree days earlier+2.85%final price
MATXfive days earlier+1.35%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

Trades by members of Congress and officials 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).

The Strait of Hormuz count beside this story

Strait of Hormuz has 263 linked stories in the last 7 days and 263 in the last 30 on the page that also carries “Two supertankers hit mines near Strait of Hormuz: IRGC.” The recent pace is rising.

How solid “Two supertankers hit mines near Strait of Hormuz: IRGC” looks

12 out of 100

“Two supertankers hit mines near Strait of Hormuz: IRGC” scores 12 out of 100. The score uses 1 sources.