Analysis-US companies shunning Russian diesel as tanker carrying that fuel idles off East Coast
Published . Updated .
Covered by 2 outlets: The Mighty 790 KFGO, Merced Sun-Star.
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By Arathy Somasekhar, Lisa Baertlein and Nicole Jao HOUSTON, Nov 11 (Reuters) - US companies are unlikely to import Russian diesel as a tanker full of the fuel idles off the US Eastern Seaboard, experts said, despite President Donald Trump's temporary ...
Directly affected
- SEB Seaboard+10.5% 6d
Named in this report.
Indirectly affected
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story.
- 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.
- 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-10.7% 18d
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.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SEBPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| USO | +2.78% | +4.95% | base | +0.50% | after close | after close | after close |
| XLE | +2.11% | -0.95% | base | +1.17% | after close | after close | after close |
| BWET | +35.67% | +29.19% | base | +4.90% | after close | after close | after close |
| FRO | +10.52% | +3.52% | base | +3.86% | after close | after close | after close |
| DHT | +6.01% | -0.62% | base | +4.06% | after close | after close | after close |
| INSW | +1.26% | -0.13% | base | +3.06% | after close | after close | after close |
| TNK | +3.72% | +0.36% | base | +3.03% | after close | after close | after close |
| XOM | +3.07% | +0.89% | base | +0.74% | after close | after close | after 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.
Analysis-US companies shunning Russian diesel as tanker carrying that fuel idles off East Coast The Mighty 790 KFGO
Source: The Mighty 790 KFGO
Energy
| Company | When | Move | Status |
|---|---|---|---|
| BWET | that day | +4.90% | still updating |
| BWET | three days earlier | +29.19% | final price |
| BWET | five days earlier | +35.67% | final price |
| DHT | that day | +4.06% | still updating |
| DHT | three days earlier | -0.62% | final price |
| DHT | five days earlier | +6.01% | final price |
| FRO | that day | +3.86% | still updating |
| FRO | three days earlier | +3.52% | final price |
| FRO | five days earlier | +10.52% | final price |
| INSW | that day | +3.06% | still updating |
| INSW | three days earlier | -0.13% | final price |
| INSW | five days earlier | +1.26% | final price |
| TNK | that day | +3.03% | still updating |
| TNK | three days earlier | +0.36% | final price |
| TNK | five days earlier | +3.72% | final price |
| USO | that day | +0.50% | still updating |
| USO | three days earlier | +4.95% | final price |
| USO | five days earlier | +2.78% | final price |
| XLE | that day | +1.17% | still updating |
| XLE | three days earlier | -0.95% | final price |
| XLE | five days earlier | +2.11% | final price |
| XOM | that day | +0.74% | still updating |
| XOM | three days earlier | +0.89% | final price |
| XOM | five days earlier | +3.07% | final price |
Energy
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 72 days before publication. Filed 25 Sep 2026. View the filing.
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).
How solid the energy case looks
25 out of 100Price not final
“Analysis-US companies shunning Russian diesel as tanker carrying that fuel idles off East Coast” scores 25 out of 100. The score uses 2 sources. The price is not final yet.