Geopolitics Alpha

US Aims Iran ‘Shadow Fleet’ Sanctions at Law Firm, Shippers

Published . Updated .

US Aims Iran ‘Shadow Fleet’ Sanctions at Law Firm, Shippers Bloomberg.com

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    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

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
XOM———————
CVX———————
OXY———————
DAL———————

US Aims Iran ‘Shadow Fleet’ Sanctions at Law Firm, Shippers Bloomberg.com

Source: Bloomberg

How solid “US Aims Iran ‘Shadow Fleet’ Sanctions at Law Firm, Shippers” looks

12 out of 100

“US Aims Iran ‘Shadow Fleet’ Sanctions at Law Firm, Shippers” scores 12 out of 100. The score uses 1 sources.