Iran's IRGC Navy says four tankers catch fire in Strait of Hormuz
Tankers catching fire in the Strait of Hormuz can disrupt maritime fuel transport and raise shipping risk in the corridor.
Source →The trace
How it reaches your house.
Starting from Frontline plc, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Marine Diesel and Bunker Fuel →Prices riseFishing fleets are fuel-intensive, so a Hormuz-related surge in crude and diesel prices lifts bunker costs and pushes seafood/fish prices up.
84% confidenceCanadian crude oil imports →Prices riseA crude-import disruption on a 0.75-dependent input raises feedstock costs for jet fuel, and the oil-price surge in the cited reporting supports that pass-through.
84% confidenceMarine Diesel and Bunker Fuel →Prices riseWorld Kinect Corporation (World Fuel Services)WKC
As a marine-fuel supplier with a 12% modeled share, tighter tanker flows and higher oil prices raise procurement costs and squeeze bunker-fuel supply conditions.
Hop 2
Jet fuel →Prices riseGulf Coast crude oil feedstock (jet fraction)
Jet fuel depends heavily on this critical feedstock, so tanker-route disruption and the crude price spike transmit quickly as higher feedstock costs.
86% confidenceSeafood and fish →DelaysVessel Processing or Chilled Transport
Fuel-intensive on-vessel handling and refrigerated transport are directly exposed to the tanker/fuel disruption, so lead times stretch.
83% confidencePotash and phosphate fertilizers →DelaysBulk Export Logistics
Tanker strikes and tighter regional vessel availability can delay outbound fertilizer shipments through bulk export channels.
75% confidenceHop 3
Gulf Coast crude oil feedstock (jet fraction) →Shortage riskThis feedstock is a critical upstream input to jet fuel, so a transport disruption that tightens the feedstock should directly reduce jet fuel availability.
92% confidenceGulf Coast crude oil feedstock (jet fraction) →Prices riseExxonMobilXOM
ExxonMobil's direct exposure to this feedstock means a supply shock would likely raise its input costs, and the 9% share makes the effect relatively meaningful.
75% confidenceGulf Coast crude oil feedstock (jet fraction) →Prices riseHop 4
Valero Energy →Prices riseGulf Coast crude oil feedstock (jet fraction)
Valero depends on this jet-fraction crude feedstock, so tanker-route disruption and broader oil-price increases would raise its input cost and may slow deliveries.
84% confidenceExxonMobil →Prices riseTanker strikes and higher regional crude volatility can raise delivered crude feedstock costs for ExxonMobil, though this input is not sole-sourced and is partly substitutable.
74% confidenceValero Energy →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Seafood and fish · Jet fuel · Potash and phosphate fertilizers · Steel and iron products · Bread, grains, and flour
In the MyPRIA app, this is checked against your own holdings.