The Iran War ETF Screener is a live market intelligence tool tracking the performance of all major country ETFs since the start of the 2026 Iran war and Strait of Hormuz crisis. Users can screen ETFs by their country's energy trade balance as a percentage of GDP, real-time performance since February 27, 2026, and geopolitical risk exposure. The screener integrates WTI crude oil candlestick charts, Polymarket prediction market odds for a US–Iran ceasefire and Hormuz normalization, a global country ETF heatmap, a scatter chart correlating ETF returns with energy trade balances, US industry sector rankings, and thematic stock baskets covering oil refiners, airlines, cruise lines, fertilizers, and defense contractors. Energy exporters such as Norway (ENOR), Saudi Arabia (KSA), and Canada (EWC) are top performers. Energy importers including South Korea (EWY), Japan (EWJ), and Thailand (THD) face the greatest headwinds. All data updates in real time.
Iran War Market Screener: Strait of Hormuz Crisis Impact on Oil Prices, Country ETFs & Stock Baskets
Live dashboard tracking market impact of the Strait of Hormuz crisis: WTI crude oil prices, Polymarket prediction for ceasefire and shipping normalization, country ETF performance, and US stock baskets.
WTI Crude Oil Price Live Chart — Impact of Strait of Hormuz Closure
Daily OHLC candlestick chart for WTI crude oil futures (CL1!) since the Strait of Hormuz crisis began on February 27, 2026.
Why the Strait of Hormuz Matters
On a normal day, approximately 20% of the world's crude oil supply — around 20 million barrels — transits through the Strait of Hormuz. It is the single most important oil chokepoint on the planet. Any disruption sends immediate shockwaves through global energy markets, inflation expectations, and equity valuations worldwide.
Polymarket Odds: Iran Ceasefire, Hormuz Normalization & Crude Oil at $150
Real-time prediction market probabilities from Polymarket for the four most market-relevant geopolitical outcomes: a US–Iran ceasefire, normalization of Strait of Hormuz shipping traffic, WTI crude oil reaching $150/barrel, and US Navy escorts through Hormuz.
Strait of Hormuz Traffic Returns to Normal by April 30
Probability that commercial shipping through the Strait of Hormuz normalizes before April 30, 2026.
US–Iran Ceasefire by April 15
Market-implied probability of a US–Iran ceasefire agreement before April 15, 2026.
Crude Oil Hits $150 by End of March
Prediction market odds of WTI crude oil (CL) reaching $150/barrel before March 31, 2026.
US Escorts Commercial Ship Through Hormuz by March 31
Probability that US Navy escorts a commercial vessel through the Strait of Hormuz before March 31, 2026.
Powered by Polymarket. Prediction market probabilities are not investment advice.
Global Country ETF Performance Heatmap Since Iran War
Interactive world map showing country ETF winners (green) and losers (red) since the crisis began. Energy exporters benefit from higher oil prices; importers face rising costs. Toggle between map and bar chart views.
ETF Performance vs Energy Trade Balance: Who Wins and Who Loses from the Oil Shock?
Scatter chart plotting each country's ETF return (since Feb 27, 2026) against its energy trade balance as a percentage of GDP.
Country ETF Performance vs Energy Trade Balance
Correlation: 0.000 | Since 2026-02-27
Best & Worst US Industries Since The Iran War Began
Performance ranking of US industry ETFs since the Iran war began. Oil refiners (CRAK) see widening profit margins as diesel and gasoline prices outperform crude oil, creating favorable crack spreads. However, airlines (JETS) and transportation (IYT) face severe headwinds: jet fuel costs represent 20–30% of airline operating expenses. Gold Miners (GDX) also see their input costs soaring.
Iran War Stock Baskets: Oil Refiners, Airlines, Fertilizers & Cruise Lines
Normalized performance of individual stocks in the four sectors most directly affected by the Strait of Hormuz crisis. Oil refiners benefit from wider crack spreads; airlines and cruise lines suffer from rising jet fuel costs; fertilizer producers are exposed to Hormuz-dependent urea and ammonia trade flows. Select a basket to explore stock-level returns since Feb 27, 2026.
Oil Refiners Performance Since The Start Of Iran War
Oil Refiners
U.S. oil refiners see their profit margins rising as diesel and gasoline prices outperform crude, implying a wider crack spread. This creates a favorable profit environment for refining operations.
Performance indexed to 0% since the war began on 2026-02-27. Click a ticker in the legend to open the stock detail panel. Source: countryetftracker.com
Hormuz 'Reopen' vs. 'Closed' Stock Portfolios
Equally-weighted baskets since Feb 27, 2026 close
About the Iran War Market Screener
The Iran War Market Screener is a live financial intelligence dashboard aggregating market signals related to the US–Iran conflict and the closure of the Strait of Hormuz to commercial shipping. The Strait of Hormuz is the world's most strategically critical oil chokepoint — approximately 20% of global petroleum supplies and 25% of global LNG exports transit through it every day.
The dashboard integrates WTI crude oil candlestick prices, prediction market probabilities from Polymarket (covering ceasefire odds, Hormuz normalization, $150 crude oil, and US naval escort scenarios), country ETF performance data cross-referenced with energy trade balance metrics, and thematic stock baskets for sectors with direct exposure.
Energy-exporting nations such as Norway (ENOR), Saudi Arabia (KSA) and Canada (EWC) are structurally positioned to benefit from elevated oil prices. Conversely, large energy importers including South Korea (EWY), Japan (EWJ), Thailand (THD), Taiwan (EWT), and Vietnam (VNM) face increased input cost pressures that weigh on equity valuations and currency stability.
For a broader analysis of global market rotation, visit CountryETFTracker or explore the Iran War Market Monitor.
Frequently Asked Questions: Iran War & Market Impact
Answers are generated from live market data — figures update automatically as prices change.