Geopolitics Alpha

US import prices jump 8.1% as Iran war fuels inflation ahead of midterms

Published . Updated .

US import prices jump 8.1% as Iran war fuels inflation ahead of midterms internationalfinance.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

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    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———————
LMT———————
RTX———————
XOM———————
DAL———————

US import prices jump 8.1% as Iran war fuels inflation ahead of midterms internationalfinance.com

Source: internationalfinance.com

How solid the defense case looks

12 out of 100

“US import prices jump 8.1% as Iran war fuels inflation ahead of midterms” scores 12 out of 100. The score uses 1 sources.