Geopolitics Alpha

Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms

Published . Updated .

ENERGYCrude Oil Prices Fall Back AsIran’s Supreme Leader ReiteratesDeal TermsGEOPOLITICS ALPHA

This report is about oil and tanker shipping. 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+2.7% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • XLE Energy Select Sector SPDR+5.6% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF+70.4% 19d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.

  • XOM ExxonMobil Holdings+11.8% 12d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • CVX Chevron+6.5% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • SHEL Shell+0.1% 13d

    Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • OXY Occidental Petroleum+3.7% 19d

    Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • FRO Frontline+7.1% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “oil” (tanker shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-3.36%-2.27%base-1.70%after closeafter closeafter close
XLE-2.42%-2.96%base-1.98%after closeafter closeafter close
BWETNo price data for this ticker———————
XOM-3.61%-3.44%base-2.19%after closeafter closeafter close
CVX-2.74%-2.34%base-1.46%after closeafter closeafter close
SHELNo price data for this ticker———————
OXYNo price data for this ticker———————
FRO-8.88%-7.19%base-1.32%after closeafter closeafter 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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms Barchart.com

Source: Barchart.com

How far United States Oil Fund (USO) has moved since 27 Oct 2026

CompanyWhenMoveStatus
Chevron (CVX)that day-1.46%still updating
Chevron (CVX)three days earlier-2.34%final price
Chevron (CVX)five days earlier-2.74%final price
Frontline (FRO)that day-1.32%still updating
Frontline (FRO)three days earlier-7.19%final price
Frontline (FRO)five days earlier-8.88%final price
United States Oil Fund (USO)that day-1.70%still updating
United States Oil Fund (USO)three days earlier-2.27%final price
United States Oil Fund (USO)five days earlier-3.36%final price
Select Sector Spdr Tr (XLE)that day-1.98%still updating
Select Sector Spdr Tr (XLE)three days earlier-2.96%final price
Select Sector Spdr Tr (XLE)five days earlier-2.42%final price
ExxonMobil Holdings (XOM)that day-2.19%still updating
ExxonMobil Holdings (XOM)three days earlier-3.44%final price
ExxonMobil Holdings (XOM)five days earlier-3.61%final price

Trades by members of Congress and officials in the stocks in this story

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).

Companies in energy around United States Oil Fund (USO)

Likely winners

  • XOM ExxonMobil Holdings

    For “Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms,” ExxonMobil Holdings (XOM) tends to benefit, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • CVX Chevron

    For “Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms,” Chevron (CVX) tends to benefit, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • OXY Occidental Petroleum

    In “Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms,” Occidental Petroleum (OXY) tends to benefit, medium confidence. Reason on file: Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

No up or down call on file

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story

  • SHEL Shell

    For “Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

How energy news reaches United States Oil Fund (USO)

On 27 Oct 2026, “Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms” is the story that connects United States Oil Fund (USO) to Energy.

What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (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 “oil” (oil) in this story

The price range for United States Oil Fund (USO), and the dates in the story

BWET traded between 788.51 and 1047.07 across 15 sessions. The latest close on file is 931.01. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 166.26. XLE traded between 60.95 and 69.86 across 20 sessions. The latest close on file is 69.64.

A simple score for United States Oil Fund (USO)

46 out of 100Price not final

“Crude Oil Prices Fall Back As Iran’s Supreme Leader Reiterates Deal Terms” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.