Geopolitics Alpha

US sanctions Indian companies over maritime fraud aiding Iran

Published . Updated .

Key takeaways

  • Exposed: USO, XLE, BWET, ITA, INDA
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHAUS sanctions Indian companies overmaritime fraud aiding IranGEOPOLITICS ALPHA

This report is about oil and tanker shipping.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+6.3% 30d

    United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “iran” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story.

  • INDA iShares MSCI India ETF-4.1% 17d

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“indian”).

  • FRO Frontline+10.3% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “iran” (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 “iran” (tanker shipping) in this story.

  • INSW International Seaways-4.8% 13d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+15.71%+7.84%baseafter closeafter closeafter closeafter close
XLE+8.14%+5.85%baseafter closeafter closeafter closeafter close
BWET+32.30%+28.62%baseafter closeafter closeafter closeafter close
ITA+0.76%+0.87%baseafter closeafter closeafter closeafter close
INDA-5.24%-3.20%baseafter closeafter closeafter closeafter close
FRO+16.66%+7.37%baseafter closeafter closeafter closeafter close
DHT+13.74%+8.20%baseafter closeafter closeafter closeafter close
INSW+14.12%+6.11%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 sanctions Indian companies over maritime fraud aiding Iran New Age BD

Source: New Age BD

Price since this story was published: United States Oil Fund (USO)

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+28.62%final price
Amplify Commodity Trust (BWET)five days earlier+32.30%final price
DHTthree days earlier+8.20%final price
DHTfive days earlier+13.74%final price
FROthree days earlier+7.37%final price
FROfive days earlier+16.66%final price
Ishares Tr (INDA)three days earlier-3.20%final price
Ishares Tr (INDA)five days earlier-5.24%final price
INSWthree days earlier+6.11%final price
INSWfive days earlier+14.12%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+0.87%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+0.76%final price
United States Oil Fund (USO)three days earlier+7.84%final price
United States Oil Fund (USO)five days earlier+15.71%final price
Select Sector Spdr Tr (XLE)three days earlier+5.85%final price
Select Sector Spdr Tr (XLE)five days earlier+8.14%final price

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).

Who gains and who loses around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    In “US sanctions Indian companies over maritime fraud aiding Iran,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “US sanctions Indian companies over maritime fraud aiding Iran.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “iran” (oil) in this story

  • BWET Amplify Commodity Trust

    In “US sanctions Indian companies over maritime fraud aiding Iran,” 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 “iran” (tanker shipping) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “US sanctions Indian companies over maritime fraud aiding Iran.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story

  • INDA Ishares Tr

    Ishares Tr (INDA) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “US sanctions Indian companies over maritime fraud aiding Iran.” Reason on file: iShares MSCI India ETF holds stocks listed in India, which this story is about (“indian”)

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “US sanctions Indian companies over maritime fraud aiding Iran.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • CVX Chevron

    For “US sanctions Indian companies over maritime fraud aiding Iran,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • COP Conocophillips

    Conocophillips (COP) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “US sanctions Indian companies over maritime fraud aiding Iran.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

United States Oil Fund (USO)

The 5 Nov 2026 story “US sanctions Indian companies over maritime fraud aiding Iran” names United States Oil Fund (USO) because of this story.

The link for United States Oil Fund (USO) is this: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “iran” (oil) in this story

Price levels for United States Oil Fund (USO)

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

What the saved facts support for United States Oil Fund (USO)

46 out of 100

“US sanctions Indian companies over maritime fraud aiding Iran” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.