Geopolitics Alpha

US, Israel face threats of war if oil prices keep rising

Published . Updated .

US, Israel face threats of war if oil prices keep rising

The US and Israel know that the main hurdle to keeping the lid on the war with Iran is the price of oil, and it will keep rising if no solution can be found for Hormuz and the Houthis.

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%

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR+4.9%

    Energy companies move with a Gulf supply scare

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • 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+12.86%+7.22%base-3.34%-4.11%-2.21%-2.33%
INSW+13.04%+7.93%base-4.70%-4.78%+1.26%-1.34%
DHT+11.23%+5.77%base-2.33%-0.97%+2.37%+2.33%
TNK+12.01%+5.10%base-2.19%-2.34%-0.99%-1.69%
USO-6.60%-5.02%base-0.56%-0.66%-1.24%+0.46%
XLE-3.23%-0.90%base-0.64%-0.41%-0.12%-0.96%
LMT-7.26%-5.46%base-0.70%-0.63%-0.05%+6.87%
XOM-3.82%-1.14%base-0.44%-0.63%-0.52%-0.46%
ZIM+5.77%+2.19%base-0.77%-0.24%-0.21%-0.53%
DAL+6.29%+1.71%base-0.98%+1.75%+3.06%+5.16%

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.

US, Israel face threats of war if oil prices keep rising The Jerusalem Post

Source: The Jerusalem Post

Red Sea

CompanyWhenMoveStatus
BAthree days earlier-2.89%final price
BAfive days earlier-0.30%final price
CVXthree days earlier-1.29%final price
CVXfive days earlier-4.43%final price
DALthat day-0.98%final price
DALthe next day+1.75%final price
DALtwo days later+3.06%final price
DALthree days later+5.16%final price
DALthree days earlier+1.71%final price
DALfive days earlier+6.29%final price
DHTthat day-2.33%final price
DHTthe next day-0.97%final price
DHTtwo days later+2.37%final price
DHTthree days later+2.33%final price
DHTthree days earlier+5.77%final price
DHTfive days earlier+11.23%final price
FROthat day-3.34%final price
FROthe next day-4.11%final price
FROtwo days later-2.21%final price
FROthree days later-2.33%final price
FROthree days earlier+7.22%final price
FROfive days earlier+12.86%final price
GDthree days earlier-2.77%final price
GDfive days earlier-2.62%final price
HIIthree days earlier-2.64%final price
HIIfive days earlier-2.79%final price
INSWthat day-4.70%final price
INSWthe next day-4.78%final price
INSWtwo days later+1.26%final price
INSWthree days later-1.34%final price
INSWthree days earlier+7.93%final price
INSWfive days earlier+13.04%final price
ITAthree days earlier-2.33%final price
ITAfive days earlier-1.45%final price
LHXthree days earlier-4.40%final price
LHXfive days earlier-4.14%final price
LMTthat day-0.70%final price
LMTthe next day-0.63%final price
LMTtwo days later-0.05%final price
LMTthree days later+6.87%final price
LMTthree days earlier-5.46%final price
LMTfive days earlier-7.26%final price
NOCthree days earlier-4.68%final price
NOCfive days earlier-6.73%final price
RTXthree days earlier-3.88%final price
RTXfive days earlier-3.75%final price
TNKthat day-2.19%final price
TNKthe next day-2.34%final price
TNKtwo days later-0.99%final price
TNKthree days later-1.69%final price
TNKthree days earlier+5.10%final price
TNKfive days earlier+12.01%final price
USOthat day-0.56%final price
USOthe next day-0.66%final price
USOtwo days later-1.24%final price
USOthree days later+0.46%final price
USOthree days earlier-5.02%final price
USOfive days earlier-6.60%final price
XLEthat day-0.64%final price
XLEthe next day-0.41%final price
XLEtwo days later-0.12%final price
XLEthree days later-0.96%final price
XLEthree days earlier-0.90%final price
XLEfive days earlier-3.23%final price
XOMthat day-0.44%final price
XOMthe next day-0.63%final price
XOMtwo days later-0.52%final price
XOMthree days later-0.46%final price
XOMthree days earlier-1.14%final price
XOMfive days earlier-3.82%final price
ZIMthat day-0.77%final price
ZIMthe next day-0.24%final price
ZIMtwo days later-0.21%final price
ZIMthree days later-0.53%final price
ZIMthree days earlier+2.19%final price
ZIMfive days earlier+5.77%final price
SPY
XLE

Trades by members of Congress and officials 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).

Red Sea, seven days against thirty

Red Sea has 124 linked stories in the last 7 days and 124 in the last 30 on the page that also carries “US, Israel face threats of war if oil prices keep rising.” The recent pace is rising.

How solid “US, Israel face threats of war if oil prices keep rising” looks

12 out of 100

“US, Israel face threats of war if oil prices keep rising” scores 12 out of 100. The score uses 1 sources.