Aramco’s plan to supersize Hormuz bypass pipeline could take years—and do little for oil prices
Published . Updated .
This report is about oil and pipelines. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- AMLP Alerian MLP ETF
Alerian MLP ETF: it holds pipeline operators. Linked by “pipeline” (pipelines) in this story.
- BWET Breakwave Tanker Shipping ETF
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.
- KSA iShares MSCI Saudi Arabia ETF
iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“aramco”).
- XOM ExxonMobil Holdings
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- OXY Occidental Petroleum
Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (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 |
|---|---|---|---|---|---|---|---|
| USO | -0.46% | -1.11% | base | +4.31% | +2.68% | +0.50% | after close |
| XLE | +0.97% | +0.55% | base | +2.56% | +2.88% | +1.02% | after close |
| AMLPNo price data for this ticker | — | — | — | — | — | — | — |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| KSANo price data for this ticker | — | — | — | — | — | — | — |
| XOM | +0.46% | -0.17% | base | +2.81% | +3.24% | +1.13% | after close |
| CVX | -0.70% | -0.41% | base | +3.00% | +2.27% | +0.85% | after close |
| OXYNo price data for this ticker | — | — | — | — | — | — | — |
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.
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Aramco’s plan to supersize Hormuz bypass pipeline could take years—and do little for oil prices Fortune
Source: Fortune
Strait of Hormuz
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +3.00% | final price |
| CVX | the next day | +2.27% | final price |
| CVX | two days later | +0.85% | final price |
| CVX | three days earlier | -0.41% | final price |
| CVX | five days earlier | -0.70% | final price |
| USO | that day | +4.31% | final price |
| USO | the next day | +2.68% | final price |
| USO | two days later | +0.50% | final price |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| XLE | that day | +2.56% | final price |
| XLE | the next day | +2.88% | final price |
| XLE | two days later | +1.02% | final price |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
| XOM | that day | +2.81% | final price |
| XOM | the next day | +3.24% | final price |
| XOM | two days later | +1.13% | final price |
| XOM | three days earlier | -0.17% | final price |
| XOM | five days earlier | +0.46% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 53 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 84 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 51 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 58 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Occidental Petroleum (OXY), worth $100,001 - $250,000 on 21 Aug 2026. That is 63 days before publication. Filed 8 Oct 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 busy Strait of Hormuz has been lately
Geopolitics Alpha has 112 stories about Strait of Hormuz from the past 7 days and 312 stories from the past 30. That is faster than its usual pace over the past month. “Aramco’s plan to supersize Hormuz bypass pipeline could take years—and do little for oil prices” is tagged to Strait of Hormuz.
How solid the energy case looks
12 out of 100
“Aramco’s plan to supersize Hormuz bypass pipeline could take years—and do little for oil prices” scores 12 out of 100. The score uses 1 sources.