Geopolitics Alpha

UAE battles tanker oil spill as war's environmental toll mounts

Published . Updated .

UAE battles tanker oil spill as war's environmental toll mounts

Gulf oil spills have become more frequent since the beginning of the US-Israel-Iran war on Feb. 28.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.4%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways-1.4%

    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+4.9%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+3.8%

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin+11.5%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-0.4%

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping-2.2%

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines-0.8%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO+2.38%-1.82%base+3.53%after closeafter closeafter close
INSW+1.36%-3.49%base+3.54%after closeafter closeafter close
DHT-2.28%-3.23%base+1.88%after closeafter closeafter close
TNK+1.72%-0.66%base+2.67%after closeafter closeafter close
USONo price data for this ticker———————
XLENo price data for this ticker———————
LMT-6.43%-7.02%base+0.99%after closeafter closeafter close
RTX-0.33%-0.66%base-1.75%after closeafter closeafter close
ZIM+0.53%+0.29%base-0.07%after closeafter closeafter close
DAL-4.91%-3.24%base-3.68%after 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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UAE battles tanker oil spill as war's environmental toll mounts Al-Monitor

Source: Al-Monitor

Energy

CompanyWhenMoveStatus
DALthat day-3.68%still updating
DALthree days earlier-3.24%final price
DALfive days earlier-4.91%final price
DHTthat day+1.88%still updating
DHTthree days earlier-3.23%final price
DHTfive days earlier-2.28%final price
FROthat day+3.53%still updating
FROthree days earlier-1.82%final price
FROfive days earlier+2.38%final price
INSWthat day+3.54%still updating
INSWthree days earlier-3.49%final price
INSWfive days earlier+1.36%final price
LMTthat day+0.99%still updating
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
MATXthat day-0.01%still updating
MATXthree days earlier+4.40%final price
MATXfive days earlier+3.16%final price
RTXthat day-1.75%still updating
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
TNKthat day+2.67%still updating
TNKthree days earlier-0.66%final price
TNKfive days earlier+1.72%final price
XOMthat day+2.82%still updating
XOMthree days earlier-0.17%final price
XOMfive days earlier+0.46%final price
ZIMthat day-0.07%still updating
ZIMthree days earlier+0.29%final price
ZIMfive days earlier+0.53%final price

Energy

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 energy case looks

12 out of 100Price not final

“UAE battles tanker oil spill as war's environmental toll mounts” scores 12 out of 100. The score uses 1 sources. The price is not final yet.