Aramco Targets Hormuz Bypass with East-West Pipeline Expansion
Published . Updated .
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This report is about oil and pipelines.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “aramco” (oil) in this story.
- XLE Energy Select Sector SPDR+12.1% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “aramco” (oil) in this story.
- AMLP Alerian MLP ETF-0.4% 30d
Alerian MLP ETF: it holds pipeline operators. Linked by “pipeline” (pipelines) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “aramco” (tanker shipping) in this story.
- KSA iShares MSCI Saudi Arabia ETF-7.6% 30d
iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“aramco”).
- XOM ExxonMobil Holdings+10.6% 15d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “aramco” (oil) in this story.
- CVX Chevron+15.7% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “aramco” (oil) in this story.
- COP ConocoPhillips+4.8% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “aramco” (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 | +4.37% | +7.30% | base | after close | after close | after close | after close |
| XLE | +1.44% | +2.16% | base | after close | after close | after close | after close |
| AMLPNo price data for this ticker | — | — | — | — | — | — | — |
| BWET | -1.54% | +2.86% | base | after close | after close | after close | after close |
| KSA | +1.02% | +0.47% | base | after close | after close | after close | after close |
| XOM | +0.06% | +1.89% | base | after close | after close | after close | after close |
| CVX | +0.19% | +1.58% | base | after close | after close | after close | after close |
| COP | +0.74% | +2.12% | base | after close | 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.
Aramco Targets Hormuz Bypass with East-West Pipeline Expansion Marine News Magazine
Source: Marine News Magazine
Earlier energy stories for United States Oil Fund (USO): 15 cases
In the last 15 similar stories, United States Oil Fund (USO) moved an average of -3.43% the next day. The best was +0.26% and the worst was -3.69%, from 15 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | -3.43% | +0.26% | -3.69% | 15 |
| United States Oil Fund (USO) | three days later | -1.17% | +1.56% | -1.37% | 15 |
| Select Sector Spdr Tr (XLE) | the next day | -1.52% | -1.51% | -1.69% | 15 |
| Select Sector Spdr Tr (XLE) | three days later | -0.78% | +0.52% | -0.87% | 15 |
| Amplify Commodity Trust (BWET) | the next day | +0.12% | +0.12% | +0.12% | 14 |
| Amplify Commodity Trust (BWET) | three days later | +4.59% | +4.59% | +4.59% | 14 |
- 🇺🇸🇮🇷 The next Iran war could send oil to $150 The world survived the first energy shock by burning through inventories while China slashed imports. That cushion is largely gone. El-Erian warns that another disruption to Hormuz and the Red Sea could push
- LNG Tanker Heads Toward Hormuz as Deal Raises Hopes of Reopening
- US says helped Gulf nations export 1.5 bn barrels of oil through Hormuz
- Shafaq News..US: Hormuz oil exports exceed 1.5B barrels
- CENTCOM says helped Gulf nations export 1.5 billion barrels of oil via Hormuz
- Adnoc Gas Exploring New LNG Export Plant to Avoid Hormuz
How far United States Oil Fund (USO) has moved since 3 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +2.86% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | -1.54% | final price |
| Conocophillips (COP) | three days earlier | +2.12% | final price |
| Conocophillips (COP) | five days earlier | +0.74% | final price |
| Chevron (CVX) | three days earlier | +1.58% | final price |
| Chevron (CVX) | five days earlier | +0.19% | final price |
| Ishares Msci Saudi Arabia Etf (KSA) | three days earlier | +0.47% | final price |
| Ishares Msci Saudi Arabia Etf (KSA) | five days earlier | +1.02% | final price |
| United States Oil Fund (USO) | three days earlier | +7.30% | final price |
| United States Oil Fund (USO) | five days earlier | +4.37% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +2.16% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +1.44% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +1.89% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +0.06% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 20 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 64 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 20 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 41 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 62 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 69 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 71 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 74 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).
The Strait of Hormuz count beside this story
Geopolitics Alpha has 187 stories about Strait of Hormuz from the past 7 days and 488 stories from the past 30. That is faster than its usual pace over the past month. “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion” is tagged to Strait of Hormuz.
Who collects and who pays in energy
Companies tied to this story
- USO United States Oil Fund
In “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “aramco” (oil) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “aramco” (oil) in this story
- AMLP Alps Etf Tr
In “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion,” Alps Etf Tr (AMLP) is linked, with no stored direction, medium confidence. Reason on file: Alerian MLP ETF: it holds pipeline operators. Linked by “pipeline” (pipelines) in this story
- BWET Amplify Commodity Trust
In “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “aramco” (tanker shipping) in this story
- KSA Ishares Msci Saudi Arabia Etf
Ishares Msci Saudi Arabia Etf (KSA) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion.” Reason on file: iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“aramco”)
- XOM ExxonMobil Holdings
For “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “aramco” (oil) in this story
- CVX Chevron
For “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “aramco” (oil) in this story
- COP Conocophillips
Conocophillips (COP) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “aramco” (oil) in this story
United States Oil Fund (USO) and the energy link
On 3 Nov 2026, “Aramco Targets Hormuz Bypass with East-West Pipeline Expansion” is the story that connects United States Oil Fund (USO) to Strait of Hormuz.
What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “aramco” (oil) in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: its price follows crude oil. Linked by “aramco” (oil) in this story
Dates in the story, and the United States Oil Fund (USO) price range
AMLP traded between 51.55 and 54.20 across 20 sessions. The latest close on file is 54.12. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.
How solid the energy case looks
46 out of 100
“Aramco Targets Hormuz Bypass with East-West Pipeline Expansion” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.