Geopolitics Alpha

U.S. Senate candidate Adam Hamilton talks Iran War, tariffs in Kansas

Published . Updated .

DEFENSEU.S. Senate candidate AdamHamilton talks Iran War, tariffsin KansasGEOPOLITICS 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+1.5%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    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+0.9%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+4.9%

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • AAPL Apple+5.3%

    Sales and supply chains are exposed to a new tariff

  • DAL Delta Air Lines-0.7%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO+2.38%-1.82%baseafter closeafter closeafter closeafter close
INSW+1.36%-3.49%baseafter closeafter closeafter closeafter close
DHT-2.28%-3.23%baseafter closeafter closeafter closeafter close
TNK+1.72%-0.66%baseafter closeafter closeafter closeafter close
USO-0.46%-1.11%baseafter closeafter closeafter closeafter close
XLE+0.97%+0.55%baseafter closeafter closeafter closeafter close
LMT-6.43%-7.02%baseafter closeafter closeafter closeafter close
RTX-0.33%-0.66%baseafter closeafter closeafter closeafter close
AAPL-1.42%-2.49%baseafter closeafter closeafter closeafter close
DAL-4.91%-3.24%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.

U.S. Senate candidate Adam Hamilton talks Iran War, tariffs in Kansas The Topeka Capital-Journal

Source: The Topeka Capital-Journal

Defense

CompanyWhenMoveStatus
AAPLthree days earlier-2.49%final price
AAPLfive days earlier-1.42%final price
DALthree days earlier-3.24%final price
DALfive days earlier-4.91%final price
DHTthree days earlier-3.23%final price
DHTfive days earlier-2.28%final price
FROthree days earlier-1.82%final price
FROfive days earlier+2.38%final price
INSWthree days earlier-3.49%final price
INSWfive days earlier+1.36%final price
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
TNKthree days earlier-0.66%final price
TNKfive days earlier+1.72%final price
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%final price
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%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).

How solid the defense case looks

12 out of 100

“U.S. Senate candidate Adam Hamilton talks Iran War, tariffs in Kansas” scores 12 out of 100. The score uses 1 sources.