Geopolitics Alpha

U.S. Sanctions Couple Who Provided False Flags to Iran Shadow Fleet

Published . Updated .

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GEOPOLITICS ALPHAU.S. Sanctions Couple Who ProvidedFalse Flags to Iran Shadow FleetGEOPOLITICS ALPHA

This report is about tanker shipping and oil.

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 “shadow fleet” (tanker shipping) in this story.

  • USO United States Oil Fund+6.3% 30d

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

  • FRO Frontline+10.3% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “shadow fleet” (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 “shadow fleet” (tanker shipping) in this story.

  • INSW International Seaways-4.8% 13d

    International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “shadow fleet” (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 “shadow fleet” (tanker shipping) in this story.

  • XOM ExxonMobil Holdings+2.0% 16d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET+32.30%+28.62%baseafter closeafter closeafter closeafter close
USO+15.71%+7.84%baseafter closeafter closeafter closeafter close
ITA+0.76%+0.87%baseafter closeafter closeafter closeafter close
FRO+16.66%+7.37%baseafter closeafter closeafter closeafter close
DHT+13.74%+8.20%baseafter closeafter closeafter closeafter close
INSW+14.12%+6.11%baseafter closeafter closeafter closeafter close
TNK+14.26%+7.57%baseafter closeafter closeafter closeafter close
XOM+8.08%+6.08%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. Sanctions Couple Who Provided False Flags to Iran Shadow Fleet WSJ

Source: The Wall Street Journal

This story

CompanyWhenMoveStatus
BWETthree days earlier+28.62%final price
BWETfive days earlier+32.30%final price
DHTthree days earlier+8.20%final price
DHTfive days earlier+13.74%final price
FROthree days earlier+7.37%final price
FROfive days earlier+16.66%final price
INSWthree days earlier+6.11%final price
INSWfive days earlier+14.12%final price
ITAthree days earlier+0.87%final price
ITAfive days earlier+0.76%final price
TNKthree days earlier+7.57%final price
TNKfive days earlier+14.26%final price
USOthree days earlier+7.84%final price
USOfive days earlier+15.71%final price
XOMthree days earlier+6.08%final price
XOMfive days earlier+8.08%final price

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).

This story

12 out of 100

“U.S. Sanctions Couple Who Provided False Flags to Iran Shadow Fleet” scores 12 out of 100. The score uses 1 sources.