Stocks positioned to benefit from an Iran / Strait-of-Hormuz supply shock — oil & gas, oil services, defense & aerospace, tankers & shipping, uranium & energy security, and safe-haven — each validated by price momentum and real crisis-news exposure.
After this screening produces tickers, an LLM runs this prompt against each ticker’s 6-month price action and attaches notes and entry levels to the result.
You are analysing a candidate from the Hormuz Winners screen — US-listed names positioned to BENEFIT from an Iran / Strait-of-Hormuz supply shock (buckets: oil & gas, oil services, defense & aerospace, tankers & shipping, uranium & energy security, safe haven). For this stock: 1) In 2–3 sentences, explain the SPECIFIC mechanism by which an escalation helps it (tie to its bucket and to this week's news — Hormuz disruption, higher crude, tanker rates, defense spend). 2) Judge whether price action already CONFIRMS the thesis: momentum, proximity to 52-week highs, volume/accumulation, and its relative-strength rank within the basket. 3) Give a plain risk/reward read and a conviction level (high / medium / low). Be specific and honest: flag names where the move already looks extended or the thesis is largely priced in, and say so plainly. No hype; this is for experienced swing traders.
| Symbol | Sector | Sub Sector | RS Rank | Passed | Price Over SMA150And200 | SMA50Above SMA150And200 | SMA200Slope | Price Within25Percent52Week High | RSOver70 | Within Buy Range | Adr Pct | Vol Ratio Today | Benefiting | Extended | Group | In News | AI Analysis | News Mentions | News Sentiment | Passed Momentum | Price Over SMA50 | Thesis |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRO | Energy / Defense | Tankers & shipping | 99 | 3.66 | 1.85 | Tankers & shipping | watchlistLong @ 52.10· TP 59· SL 47 High relative strength but currently pulling back from local peak. | 0 | — | Hormuz disruption spikes tanker rates and reroutes flows. | ||||||||||||
| INSW | Energy / Defense | Tankers & shipping | 96 | 4.12 | 1.16 | Tankers & shipping | watchlistLong @ 113.43· TP 126· SL 104.50 Strong thesis and relative strength, but currently cooling off from recent peaks. | 1 | 0.40 | Hormuz disruption spikes tanker rates and reroutes flows. | ||||||||||||
| DHT | Energy / Defense | Tankers & shipping | 94 | 4.11 | 1.63 | Tankers & shipping | watchlistLong @ 23.40· TP 26.50· SL 21.30 Strong bullish trend but currently correcting from recent peak. | 0 | — | Hormuz disruption spikes tanker rates and reroutes flows. | ||||||||||||
| TNK | Energy / Defense | Tankers & shipping | 91 | 3.78 | 1.12 | Tankers & shipping | watchlistLong @ 94· TP 108· SL 89.50 Strong relative strength but currently correcting toward SMA 50 support. | 0 | — | Hormuz disruption spikes tanker rates and reroutes flows. | ||||||||||||
| NAT | Energy / Defense | Tankers & shipping | 89 | 4.29 | 1.62 | Tankers & shipping | watchlistLong @ 7.45· TP 8.80· SL 6.80 Strong relative strength but currently pulling back to the 50-SMA support zone. | 0 | — | Hormuz disruption spikes tanker rates and reroutes flows. | ||||||||||||
| ASC | Energy / Defense | Tankers & shipping | 86 | 3.72 | 1.19 | Tankers & shipping | watchlistLong @ 20.60· TP 23.50· SL 17.70 Strong bullish alignment and RS, but currently consolidating after a recent peak. | 0 | — | Hormuz disruption spikes tanker rates and reroutes flows. | ||||||||||||
| COP | Energy / Defense | Oil & gas | 84 | 2.03 | 1.26 | Oil & gas | watchlistLong @ 143.20· TP 160· SL 130 Strong bullish trend and RS, but currently hovering near local highs without a fresh trigger. | 0 | — | Crude spikes on a Hormuz supply shock — producers' cash flow re-rates. | ||||||||||||
| XOM | Energy / Defense | Oil & gas | 81 | 1.80 | 0.83 | Oil & gas | watchlistLong @ 165.34· TP 178.69· SL 161 Strong bullish trend and RS rank, but currently extended above the 20-day SMA. | 2 | 0.50 | Crude spikes on a Hormuz supply shock — producers' cash flow re-rates. | ||||||||||||
| XLE | Energy / Defense | ETF proxy | 79 | 1.69 | 1.05 | ETF proxy | watchlistLong @ 67.90· TP 75· SL 63.30 Strong bullish alignment but currently consolidating just below recent highs. | 0 | — | Clean thematic exposure to the energy / defense complex. | ||||||||||||
| CVX | Energy / Defense | Oil & gas | 76 | 1.80 | 0.84 | Oil & gas | watchlistLong @ 223.50· TP 240· SL 208 Bullish alignment but currently hovering near recent highs; awaiting a clean break or pullback. | 2 | 0.35 | Crude spikes on a Hormuz supply shock — producers' cash flow re-rates. |
Showing 10 of 38
Hormuz Winners 38 names tracked · 14 in a momentum uptrend · 6 in the crisis news • AVAV — Defense & aerospace · RS 4 • LEU — Uranium & energy security · RS 6 • KTOS — Defense & aerospace · RS 9 • UEC — Uranium & energy security · RS 11 • LHX — Defense & aerospace · RS 14 • CCJ — Uranium & energy security · RS 17 📰 • ITA — ETF proxy · RS 17 • TDG — Defense & aerospace · RS 21 • NOC — Defense & aerospace · RS 24 • HII — Defense & aerospace · RS 26 • GD — Defense & aerospace · RS 29 • HAL — Oil services · RS 31 • BKR — Oil services · RS 34 • RTX — Defense & aerospace · RS 37 • GLD — Safe haven · RS 37 • NOV — Oil services · RS 42 • LMT — Defense & aerospace · RS 42 📰 • FTI — Oil services · RS 46 • SLB — Oil services · RS 49 • OIH — ETF proxy · RS 51 • FANG — Oil & gas · RS 54 • CTRA — Oil & gas · RS 59 • EOG — Oil & gas · RS 61 ✅ • STNG — Tankers & shipping · RS 65 ✅ • AEM — Safe haven · RS 65 …and 13 more
Hormuz Winners 38 names tracked · 12 in a momentum uptrend · 7 in the crisis news • KTOS — Defense & aerospace · RS 5 • UEC — Uranium & energy security · RS 5 • LEU — Uranium & energy security · RS 9 • LHX — Defense & aerospace · RS 12 • AVAV — Defense & aerospace · RS 12 • NOC — Defense & aerospace · RS 16 📰 • HII — Defense & aerospace · RS 19 • ITA — ETF proxy · RS 21 • TDG — Defense & aerospace · RS 24 • CCJ — Uranium & energy security · RS 26 📰 • GD — Defense & aerospace · RS 29 • LMT — Defense & aerospace · RS 31 📰 • RTX — Defense & aerospace · RS 34 📰 • HAL — Oil services · RS 36 • GLD — Safe haven · RS 39 • BKR — Oil services · RS 41 • SLB — Oil services · RS 45 • NOV — Oil services · RS 45 • FTI — Oil services · RS 50 • OIH — ETF proxy · RS 54 • FANG — Oil & gas · RS 56 ✅ • CTRA — Oil & gas · RS 60 • AEM — Safe haven · RS 60 • EOG — Oil & gas · RS 64 ✅ • OXY — Oil & gas · RS 68 ✅ 📰 …and 13 more
Fetch the latest results as JSON:
curl https://newsimpactscreener.com/api/market-screenings/hormuz-winners
Response includes the screening metadata, the latest run timestamp, and the per-ticker rows.
Hormuz Winners 38 names tracked · 14 in a momentum uptrend · 10 in the crisis news • LHX — Defense & aerospace · RS 4 📰 • LEU — Uranium & energy security · RS 6 • KTOS — Defense & aerospace · RS 9 • UEC — Uranium & energy security · RS 11 • NOC — Defense & aerospace · RS 14 📰 • TDG — Defense & aerospace · RS 16 • HII — Defense & aerospace · RS 20 • ITA — ETF proxy · RS 20 • AVAV — Defense & aerospace · RS 25 • CCJ — Uranium & energy security · RS 25 📰 • GD — Defense & aerospace · RS 29 • LMT — Defense & aerospace · RS 31 📰 • HAL — Oil services · RS 34 • RTX — Defense & aerospace · RS 36 📰 • GLD — Safe haven · RS 39 • BKR — Oil services · RS 41 • NOV — Oil services · RS 45 • FTI — Oil services · RS 45 • SLB — Oil services · RS 51 • FANG — Oil & gas · RS 55 • OIH — ETF proxy · RS 55 • AEM — Safe haven · RS 59 • CTRA — Oil & gas · RS 61 • EOG — Oil & gas · RS 64 ✅ • OXY — Oil & gas · RS 66 ✅ …and 13 more
Hormuz Winners 38 names tracked · 11 in a momentum uptrend · 6 in the crisis news • LHX — Defense & aerospace · RS 4 📰 • KTOS — Defense & aerospace · RS 7 📰 • LEU — Uranium & energy security · RS 7 • UEC — Uranium & energy security · RS 11 • NOC — Defense & aerospace · RS 15 📰 • TDG — Defense & aerospace · RS 15 • HII — Defense & aerospace · RS 20 • AVAV — Defense & aerospace · RS 20 • ITA — ETF proxy · RS 24 • CCJ — Uranium & energy security · RS 26 • GD — Defense & aerospace · RS 29 • LMT — Defense & aerospace · RS 31 📰 • RTX — Defense & aerospace · RS 34 • GLD — Safe haven · RS 36 • HAL — Oil services · RS 39 • BKR — Oil services · RS 41 • NOV — Oil services · RS 45 • SLB — Oil services · RS 50 • FTI — Oil services · RS 50 • OIH — ETF proxy · RS 54 • FANG — Oil & gas · RS 56 • AEM — Safe haven · RS 59 • CTRA — Oil & gas · RS 61 • EOG — Oil & gas · RS 64 ✅ • OXY — Oil & gas · RS 66 ✅ …and 13 more
Hormuz Winners 38 names tracked · 12 in a momentum uptrend · 7 in the crisis news • LHX — Defense & aerospace · RS 4 • KTOS — Defense & aerospace · RS 6 • AVAV — Defense & aerospace · RS 9 • NOC — Defense & aerospace · RS 11 📰 • HII — Defense & aerospace · RS 14 • TDG — Defense & aerospace · RS 16 • ITA — ETF proxy · RS 19 • LEU — Uranium & energy security · RS 21 • LMT — Defense & aerospace · RS 25 📰 • UEC — Uranium & energy security · RS 25 • GD — Defense & aerospace · RS 29 • RTX — Defense & aerospace · RS 31 • CCJ — Uranium & energy security · RS 34 📰 • GLD — Safe haven · RS 36 • HAL — Oil services · RS 39 • FANG — Oil & gas · RS 41 • BKR — Oil services · RS 44 • OXY — Oil & gas · RS 46 • NOV — Oil services · RS 49 • FTI — Oil services · RS 51 • EOG — Oil & gas · RS 56 • CTRA — Oil & gas · RS 59 • OIH — ETF proxy · RS 61 • AEM — Safe haven · RS 64 • DVN — Oil & gas · RS 66 ✅ …and 13 more
Hormuz Winners 38 names tracked · 8 in a momentum uptrend · 9 in the crisis news • LHX — Defense & aerospace · RS 5 • AVAV — Defense & aerospace · RS 5 • KTOS — Defense & aerospace · RS 9 • LEU — Uranium & energy security · RS 11 • NOC — Defense & aerospace · RS 14 📰 • UEC — Uranium & energy security · RS 16 📰 • TDG — Defense & aerospace · RS 19 • HII — Defense & aerospace · RS 21 • CCJ — Uranium & energy security · RS 24 📰 • ITA — ETF proxy · RS 26 • GD — Defense & aerospace · RS 29 • LMT — Defense & aerospace · RS 31 📰 • GLD — Safe haven · RS 34 • RTX — Defense & aerospace · RS 36 📰 • HAL — Oil services · RS 39 • BKR — Oil services · RS 41 • FANG — Oil & gas · RS 44 • AEM — Safe haven · RS 46 • CTRA — Oil & gas · RS 49 • FTI — Oil services · RS 51 • NOV — Oil services · RS 55 • EOG — Oil & gas · RS 59 • OIH — ETF proxy · RS 61 • OXY — Oil & gas · RS 64 • SLB — Oil services · RS 66 …and 13 more
Hormuz Winners 38 names tracked · 11 in a momentum uptrend · 10 in the crisis news • KTOS — Defense & aerospace · RS 4 • AVAV — Defense & aerospace · RS 6 • LHX — Defense & aerospace · RS 9 • LEU — Uranium & energy security · RS 11 • UEC — Uranium & energy security · RS 14 • NOC — Defense & aerospace · RS 16 📰 • TDG — Defense & aerospace · RS 19 • ITA — ETF proxy · RS 21 • CCJ — Uranium & energy security · RS 24 📰 • HII — Defense & aerospace · RS 26 • LMT — Defense & aerospace · RS 29 📰 • GD — Defense & aerospace · RS 31 • RTX — Defense & aerospace · RS 35 📰 • GLD — Safe haven · RS 35 • HAL — Oil services · RS 39 • BKR — Oil services · RS 41 • AEM — Safe haven · RS 44 • FANG — Oil & gas · RS 47 • CTRA — Oil & gas · RS 47 • FTI — Oil services · RS 51 • EOG — Oil & gas · RS 58 📰 • OIH — ETF proxy · RS 58 • NOV — Oil services · RS 61 • DVN — Oil & gas · RS 65 ✅ 📰 • SLB — Oil services · RS 65 …and 13 more
Hormuz Winners 38 names tracked · 9 in a momentum uptrend · 9 in the crisis news • LHX — Defense & aerospace · RS 4 📰 • LEU — Uranium & energy security · RS 6 • KTOS — Defense & aerospace · RS 9 • AVAV — Defense & aerospace · RS 11 • UEC — Uranium & energy security · RS 14 📰 • HII — Defense & aerospace · RS 16 • CCJ — Uranium & energy security · RS 19 • TDG — Defense & aerospace · RS 21 • NOC — Defense & aerospace · RS 24 📰 • ITA — ETF proxy · RS 26 • HAL — Oil services · RS 29 • LMT — Defense & aerospace · RS 31 📰 • GD — Defense & aerospace · RS 34 • BKR — Oil services · RS 36 • GLD — Safe haven · RS 39 • RTX — Defense & aerospace · RS 41 📰 • FANG — Oil & gas · RS 44 • OXY — Oil & gas · RS 46 • EOG — Oil & gas · RS 49 • OIH — ETF proxy · RS 51 • DVN — Oil & gas · RS 54 • NOV — Oil services · RS 59 • SLB — Oil services · RS 63 📰 • AEM — Safe haven · RS 63 • CTRA — Oil & gas · RS 66 …and 13 more
Hormuz Winners 38 names tracked · 12 in a momentum uptrend · 8 in the crisis news • LHX — Defense & aerospace · RS 4 • UEC — Uranium & energy security · RS 6 • LEU — Uranium & energy security · RS 9 • KTOS — Defense & aerospace · RS 11 📰 • HII — Defense & aerospace · RS 14 • CCJ — Uranium & energy security · RS 16 • TDG — Defense & aerospace · RS 19 • NOC — Defense & aerospace · RS 21 • HAL — Oil services · RS 25 • ITA — ETF proxy · RS 25 • LMT — Defense & aerospace · RS 29 📰 • GD — Defense & aerospace · RS 31 • BKR — Oil services · RS 34 • AVAV — Defense & aerospace · RS 36 • FANG — Oil & gas · RS 40 📰 • RTX — Defense & aerospace · RS 40 📰 • GLD — Safe haven · RS 44 • EOG — Oil & gas · RS 46 • OIH — ETF proxy · RS 49 • OXY — Oil & gas · RS 51 • DVN — Oil & gas · RS 54 ✅ • CTRA — Oil & gas · RS 56 • SLB — Oil services · RS 61 • XOM — Oil & gas · RS 65 ✅ 📰 • NOV — Oil services · RS 65 …and 13 more
Hormuz Winners 38 names tracked · 12 in a momentum uptrend · 6 in the crisis news • LHX — Defense & aerospace · RS 4 📰 • LEU — Uranium & energy security · RS 6 • UEC — Uranium & energy security · RS 9 • CCJ — Uranium & energy security · RS 11 📰 • HII — Defense & aerospace · RS 15 • TDG — Defense & aerospace · RS 15 • KTOS — Defense & aerospace · RS 19 • ITA — ETF proxy · RS 21 • NOC — Defense & aerospace · RS 24 • GD — Defense & aerospace · RS 26 • BKR — Oil services · RS 29 • HAL — Oil services · RS 31 • LMT — Defense & aerospace · RS 34 📰 • RTX — Defense & aerospace · RS 36 • AVAV — Defense & aerospace · RS 40 • GLD — Safe haven · RS 40 • FANG — Oil & gas · RS 44 • OIH — ETF proxy · RS 46 • OXY — Oil & gas · RS 50 • EOG — Oil & gas · RS 50 • CTRA — Oil & gas · RS 55 • NOV — Oil services · RS 59 • SLB — Oil services · RS 63 📰 • FTI — Oil services · RS 63 • DVN — Oil & gas · RS 66 ✅ …and 13 more
