Geopolitics Alpha

Crude Prices Supported by Middle East Supply Disruptions

Published . Updated .

October WTI crude oil (CLV26 ) is up +0.38 (+0.37%) today, and October RBOB gasoline (RBV26 ) is down -0.0068 (-0.19%). Crude oil and gasoline prices are mixed today. Crude prices have support as Middle East tensions continue to disrupt crude supplies. However, crude gains are limited on hopes that...

Directly affected

  • No company is named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XOM———————
CVX———————
OXY———————
COP———————
VLO———————
MPC———————
XOP———————
XLE———————
USO———————
OIH———————

October WTI crude oil (CLV26 ) is up +0.38 (+0.37%) today, and October RBOB gasoline (RBV26 ) is down -0.0068 (-0.19%). Crude oil and gasoline prices are mixed today. Crude prices have support as Middle East tensions continue to disrupt cr…

Source: Nasdaq Markets

Price since this story was published: United States Oil Fund (USO)

Since the first closing price after “Crude Prices Supported by Middle East Supply Disruptions,” United States Oil Fund (USO) is +8.51%. The S&P 500 fund (SPY) is -0.89% over the same days, a +9.40% difference versus the market. energy stocks (XLE) is +8.58%, a -0.07% difference versus that group of stocks.

USO
SPY
XLE

The Middle East count beside this story

Middle East has 0 linked stories in the last 7 days and 0 in the last 30 on the page that also carries “Crude Prices Supported by Middle East Supply Disruptions.”

Who gains and who loses around United States Oil Fund (USO)

Companies mentioned with this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 18 Sep 2026 story “Crude Prices Supported by Middle East Supply Disruptions.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    In “Crude Prices Supported by Middle East Supply Disruptions,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XLE Select Sector Spdr Tr

    For “Crude Prices Supported by Middle East Supply Disruptions,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 18 Sep 2026 story “Crude Prices Supported by Middle East Supply Disruptions.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • IWM Ishares Tr

    Ishares Tr (IWM) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Crude Prices Supported by Middle East Supply Disruptions.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    Ishares Tr (HYG) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Crude Prices Supported by Middle East Supply Disruptions.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IEI Ishares Tr

    Ishares Tr (IEI) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Crude Prices Supported by Middle East Supply Disruptions.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • UGA United States Gasoline Fund

    United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Crude Prices Supported by Middle East Supply Disruptions.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

From Middle East to United States Oil Fund (USO)

On 18 Sep 2026, “Crude Prices Supported by Middle East Supply Disruptions” is the story that connects United States Oil Fund (USO) to Middle East.

United States Oil Fund (USO) is on the page because Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Also listed, United States Brent Oil Fund (BNO): Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Price levels for United States Oil Fund (USO)

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

What the saved facts support for United States Oil Fund (USO)

46 out of 100

“Crude Prices Supported by Middle East Supply Disruptions” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.