Geopolitics Alpha

U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings

Published . Updated .

Key takeaways

  • Exposed: BWET, USO, ITA, KSA, TNK
  • Market reaction: price tracking starts with the next trading session.

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.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

ENERGY · STRAIT OF HORMUZU.S. Military Coordinates WithSaudi Oil Tankers on Risky HormuzCrossingsGEOPOLITICS ALPHA

This report is about tanker shipping and oil. Names like TNK and FRO typically gain because teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

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-1.1% 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 “military” (defense) in this story.

  • KSA iShares MSCI Saudi Arabia ETF-8.2% 30d

    iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”).

  • 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.

  • 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.

  • 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-12.3% 17d

    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+44.12%+15.72%baseafter closeafter closeafter closeafter close
USO+10.89%+3.88%baseafter closeafter closeafter closeafter close
ITA+0.66%-4.98%baseafter closeafter closeafter closeafter close
KSA-3.19%-1.41%baseafter closeafter closeafter closeafter close
TNK+12.07%-3.69%baseafter closeafter closeafter closeafter close
FRO+18.45%+0.86%baseafter closeafter closeafter closeafter close
DHT+16.38%-0.53%baseafter closeafter closeafter closeafter close
INSW+8.65%-2.04%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.

U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings Crude Oil Prices Today | OilPrice.com

Source: Crude Oil Prices Today | OilPrice.com

How Amplify Commodity Trust (BWET) moved across the last 14 energy stories

Those 14 earlier stories put Amplify Commodity Trust (BWET) at an average move of -11.28% the next day. Largest gain -10.37%, largest drop -22.25%, from 13 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Amplify Commodity Trust (BWET)the next day-11.28%-10.37%-22.25%13
Amplify Commodity Trust (BWET)three days later-27.87%-25.97%-28.03%13
United States Oil Fund (USO)the next day-6.16%-3.69%-7.20%11
United States Oil Fund (USO)three days later-10.59%-1.37%-12.25%11
IShares U.S. Aerospace & Defense ETF (ITA)the next day+2.67%+3.18%-0.88%8
IShares U.S. Aerospace & Defense ETF (ITA)three days later-2.72%-2.60%-3.54%8

Price since this story was published: Amplify Commodity Trust (BWET)

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+15.72%final price
Amplify Commodity Trust (BWET)five days earlier+44.12%final price
DHT Holdings (DHT)three days earlier-0.53%final price
DHT Holdings (DHT)five days earlier+16.38%final price
Frontline (FRO)three days earlier+0.86%final price
Frontline (FRO)five days earlier+18.45%final price
International Seaways (INSW)three days earlier-2.04%final price
International Seaways (INSW)five days earlier+8.65%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-4.98%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+0.66%final price
Ishares Msci Saudi Arabia Etf (KSA)three days earlier-1.41%final price
Ishares Msci Saudi Arabia Etf (KSA)five days earlier-3.19%final price
Teekay Tankers (TNK)three days earlier-3.69%final price
Teekay Tankers (TNK)five days earlier+12.07%final price
United States Oil Fund (USO)three days earlier+3.88%final price
United States Oil Fund (USO)five days earlier+10.89%final price

How busy Strait of Hormuz has been lately

Strait of Hormuz

Geopolitics Alpha has 180 stories about Strait of Hormuz from the past 7 days and 673 stories from the past 30. That is about its usual pace over the past month. “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings” is tagged to Strait of Hormuz.

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

The side that tends to collect

  • TNK Teekay Tankers

    For “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings,” 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

  • FRO Frontline

    Frontline (FRO) tends to benefit, medium confidence in the 10 Nov 2026 story “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings.” 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 10 Nov 2026 story “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings.” 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 “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings,” 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 “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings,” 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

    In “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

  • KSA Ishares Msci Saudi Arabia Etf

    For “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings,” Ishares Msci Saudi Arabia Etf (KSA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”)

Amplify Commodity Trust (BWET) and the energy link

On 10 Nov 2026, “U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings” is the story that connects Amplify Commodity Trust (BWET) to Strait of Hormuz.

The link for Amplify Commodity Trust (BWET) 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

Price levels for Amplify Commodity Trust (BWET)

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41.

The energy score for Amplify Commodity Trust (BWET)

46 out of 100

“U.S. Military Coordinates With Saudi Oil Tankers on Risky Hormuz Crossings” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.