Geopolitics Alpha

Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy

Published . Updated .

Key takeaways

  • TEHRAN (Tasnim) – The Iranian Navy said an oil tanker that was violating maritime restrictions struck a sea mine in the eastern Strait of Hormuz on Saturday morning, catching fire and becoming immobilized.
  • Exposed: TNK, BWET, ITA, FRO, DHT
  • Market reaction: price tracking starts with the next trading session.

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Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy

TEHRAN (Tasnim) – The Iranian Navy said an oil tanker that was violating maritime restrictions struck a sea mine in the eastern Strait of Hormuz on Saturday morning, catching fire and becoming immobilized.

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.

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

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

  • USO United States Oil Fund-1.1% 30d

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

  • 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.

  • 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.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET+35.08%+5.02%baseafter closeafter closeafter closeafter close
ITA+3.67%+2.77%baseafter closeafter closeafter closeafter close
USO+5.62%-2.06%baseafter closeafter closeafter closeafter close
FRO+14.63%+6.76%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
TNK+11.16%+3.34%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.

Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy تسنیم

Source: 블루밍비트

What happened to Teekay Tankers (TNK) the last 17 times Strait of Hormuz was in the news

Those 17 earlier stories put Teekay Tankers (TNK) at an average move of -5.59% the next day. Largest gain -5.59%, largest drop -5.59%, from 16 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Teekay Tankers (TNK)the next day-5.59%-5.59%-5.59%16
Teekay Tankers (TNK)three days later-12.48%-12.48%-12.48%10
Amplify Commodity Trust (BWET)the next day-3.25%-2.78%-10.37%16
Amplify Commodity Trust (BWET)three days later-24.64%-24.41%-28.03%16
IShares U.S. Aerospace & Defense ETF (ITA)the next day+0.55%+3.18%+0.11%7
IShares U.S. Aerospace & Defense ETF (ITA)three days later-1.03%-0.76%-2.60%7
Frontline (FRO)the next day-7.77%-7.77%-7.77%16
Frontline (FRO)three days later-15.01%-15.01%-15.01%11

Teekay Tankers (TNK) since this story, compared with the market

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
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+2.77%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+3.67%final price
Teekay Tankers (TNK)three days earlier+3.34%final price
Teekay Tankers (TNK)five days earlier+11.16%final price
USOthree days earlier-2.06%final price
USOfive days earlier+5.62%final price

How busy Strait of Hormuz has been lately

Strait of Hormuz

Geopolitics Alpha has 144 stories about Strait of Hormuz from the past 7 days and 591 stories from the past 30. That is about its usual pace over the past month. “Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy” is tagged to Strait of Hormuz.

Companies in energy around Teekay Tankers (TNK)

Companies that tend to gain

  • TNK Teekay Tankers

    In “Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy,” 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

    For “Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy,” 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

    For “Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy,” 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

    International Seaways (INSW) tends to benefit, medium confidence in the 7 Nov 2026 story “Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy.” 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

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “navy” (defense) in this story

How a Strait of Hormuz shock reaches Teekay Tankers (TNK)

On 7 Nov 2026, “Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy” is the story that connects Teekay Tankers (TNK) to Strait of Hormuz.

Teekay Tankers (TNK) is on the page because Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

Amplify Commodity Trust (BWET) is here too. Its reason reads: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

Dates in the story, and the Teekay Tankers (TNK) price range

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38.

How solid the energy case looks

46 out of 100

“Violating Tanker Hits Sea Mine in Strait of Hormuz: Iran’s Navy” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.