Geopolitics Alpha

US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines

Published . Updated .

Key takeaways

  • US forces disabled a cargo vessel in the Gulf of Oman on Saturday after it repeatedly attempted to breach Washington’s naval blockade against Iran, Central Command (CENTCOM) said, while Iranian state
  • Exposed: BWET, TNK, FRO, DHT, INSW
  • Market reaction: price tracking starts with the next trading session.

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US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines

US forces disabled a cargo vessel in the Gulf of Oman on Saturday after it repeatedly attempted to breach Washington’s naval blockade against Iran, Central Command (CENTCOM) said, while Iranian state

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.

  • 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.

  • 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.

  • 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-10.8% 16d

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

  • ZIM ZIM Integrated Shipping Services-2.4% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “vessel” (container shipping) in this story.

  • MATX Matson-3.5% 9d

    Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “vessel” (container shipping) in this story.

  • KEX Kirby-12.6% 30d

    Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “vessel” (container shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET+35.08%+5.02%baseafter closeafter closeafter closeafter close
FRO+14.63%+6.76%baseafter closeafter closeafter closeafter close
TNK+11.16%+3.34%baseafter closeafter closeafter closeafter close
DHT+15.43%+6.67%baseafter closeafter closeafter closeafter close
INSW+7.59%+1.40%baseafter closeafter closeafter closeafter close
ZIM+1.38%+2.00%baseafter closeafter closeafter closeafter close
MATX+4.55%-0.52%baseafter closeafter closeafter closeafter close
KEX+16.23%+5.83%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.

US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines Rudaw

Source: Rudaw

What happened to Amplify Commodity Trust (BWET) the last 9 times Gulf of Oman was in the news

In the last 9 similar stories, Amplify Commodity Trust (BWET) moved an average of -19.70% the next day. The best was -19.70% and the worst was -19.70%, from 1 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Amplify Commodity Trust (BWET)the next day-19.70%-19.70%-19.70%1
Teekay Tankers (TNK)the next day-4.13%+1.62%-13.24%9
Teekay Tankers (TNK)three days later-4.30%-1.21%-10.72%8
Frontline (FRO)the next day-4.54%+5.28%-13.79%9
Frontline (FRO)three days later-5.24%+0.02%-11.40%8
DHT Holdings (DHT)the next day-3.38%+5.30%-13.10%9
DHT Holdings (DHT)three days later-1.33%+3.03%-10.10%8

How far Amplify Commodity Trust (BWET) has moved since 8 Nov 2026

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+5.02%final price
Amplify Commodity Trust (BWET)five days earlier+35.08%final price
DHT Holdings (DHT)three days earlier+6.67%final price
DHT Holdings (DHT)five days earlier+15.43%final price
Frontline (FRO)three days earlier+6.76%final price
Frontline (FRO)five days earlier+14.63%final price
International Seaways (INSW)three days earlier+1.40%final price
International Seaways (INSW)five days earlier+7.59%final price
Kirby (KEX)three days earlier+5.83%final price
Kirby (KEX)five days earlier+16.23%final price
Matson (MATX)three days earlier-0.52%final price
Matson (MATX)five days earlier+4.55%final price
Teekay Tankers (TNK)three days earlier+3.34%final price
Teekay Tankers (TNK)five days earlier+11.16%final price
ZIM Integrated Shipping Services (ZIM)three days earlier+2.00%final price
ZIM Integrated Shipping Services (ZIM)five days earlier+1.38%final price

How busy Gulf of Oman has been lately

Gulf of Oman

Geopolitics Alpha has 4 stories about Gulf of Oman from the past 7 days and 12 stories from the past 30. That is faster than its usual pace over the past month. “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines” is tagged to Gulf of Oman.

Who gains and who loses around Amplify Commodity Trust (BWET)

Companies that tend to gain

  • TNK Teekay Tankers

    For “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines,” 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

    In “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines,” Frontline (FRO) tends to benefit, medium confidence. 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

    In “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines,” DHT Holdings (DHT) tends to benefit, medium confidence. 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 “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines,” 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

    For “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines,” 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

  • ZIM ZIM Integrated Shipping Services

    ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines.” Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “vessel” (container shipping) in this story

  • MATX Matson

    Matson (MATX) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines.” Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “vessel” (container shipping) in this story

  • KEX Kirby

    In “US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines,” Kirby (KEX) is linked, with no stored direction, medium confidence. Reason on file: Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “vessel” (container shipping) in this story

What Gulf of Oman means for Amplify Commodity Trust (BWET)

“US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines” (8 Nov 2026) reaches Amplify Commodity Trust (BWET) through Gulf of Oman.

For Amplify Commodity Trust (BWET), the reason on file says Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

A second company, Teekay Tankers (TNK), is listed for a different reason: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

The price range for Amplify Commodity Trust (BWET), and the dates in the story

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. FRO traded between 47.51 and 59.74 across 20 sessions. The latest close on file is 48.49.

What the saved facts support for Amplify Commodity Trust (BWET)

54 out of 100

“US disables cargo vessel in Gulf of Oman as Iran reports two tankers hit mines” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.