Diesel Crisis Deepens While SPR Releases Stay Minimal
Published . Updated .
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US Inventories, Exports, Imports, and Refinery Utilization (12 Charts).
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+6.3% 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.
- CRAK VanEck Oil Refiners ETF
VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.
- XOM ExxonMobil Holdings+2.0% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.
- CVX Chevron+9.6% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.
- COP ConocoPhillips+11.1% 19d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.
- SHEL Shell+3.5% 11d
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.
- CVI CVR Energy-10.1% 30d
CVR Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) 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 | +15.71% | +7.84% | base | after close | after close | after close | after close |
| XLE | +8.14% | +5.85% | base | after close | after close | after close | after close |
| CRAKPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| XOM | +8.08% | +6.08% | base | after close | after close | after close | after close |
| CVX | +6.66% | +5.01% | base | after close | after close | after close | after close |
| COP | +9.55% | +7.27% | base | after close | after close | after close | after close |
| SHEL | +5.73% | +3.06% | base | after close | after close | after close | after close |
| CVIPrices arriving within minutes | — | — | — | 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.
Diesel Crisis Deepens While SPR Releases Stay Minimal Anas Alhajji | Substack
Source: Anas Alhajji | Substack
This story
| Company | When | Move | Status |
|---|---|---|---|
| COP | three days earlier | +7.27% | final price |
| COP | five days earlier | +9.55% | final price |
| CVX | three days earlier | +5.01% | final price |
| CVX | five days earlier | +6.66% | final price |
| SHEL | three days earlier | +3.06% | final price |
| SHEL | five days earlier | +5.73% | final price |
| USO | three days earlier | +7.84% | final price |
| USO | five days earlier | +15.71% | final price |
| XLE | three days earlier | +5.85% | final price |
| XLE | five days earlier | +8.14% | final price |
| XOM | three days earlier | +6.08% | final price |
| XOM | five days earlier | +8.08% | 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 22 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 66 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 22 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 43 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 64 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 71 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 73 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 76 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 solid “Diesel Crisis Deepens While SPR Releases Stay Minimal” looks
12 out of 100
“Diesel Crisis Deepens While SPR Releases Stay Minimal” scores 12 out of 100. The score uses 1 sources.