Does Trump's Russian diesel deal betray the U.S.?
Published . Updated .
Congress passed the Lindsey Graham Sanctioning Russia Act with a bipartisan vote. This month, President Trump waived those sanctions. Why many legislators, policymakers and military strategists are saying the president betrayed U.S. interests.
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 “diesel” (oil) in this story.
- XLE Energy Select Sector SPDR+5.6% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story.
- ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.
- UNG United States Natural Gas Fund-9.2% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story.
- XOM ExxonMobil Holdings+11.8% 12d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.
- CVX Chevron+6.5% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.
- COP ConocoPhillips+10.8% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (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 “diesel” (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 | -2.37% | +3.62% | base | after close | after close | after close | after close |
| XLE | -0.12% | +1.60% | base | after close | after close | after close | after close |
| ITA | -0.22% | -1.87% | base | after close | after close | after close | after close |
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -1.00% | +1.85% | base | after close | after close | after close | after close |
| CVXNo price data for this ticker | — | — | — | — | — | — | — |
| COPNo price data for this ticker | — | — | — | — | — | — | — |
| SHELNo 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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Does Trump's Russian diesel deal betray the U.S.? WBUR
Source: WBUR
Price since this story was published: United States Oil Fund (USO)
| Company | When | Move | Status |
|---|---|---|---|
| ITA | three days earlier | -1.87% | final price |
| ITA | five days earlier | -0.22% | final price |
| United States Oil Fund (USO) | three days earlier | +3.62% | final price |
| United States Oil Fund (USO) | five days earlier | -2.37% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +1.60% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -0.12% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +1.85% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -1.00% | 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 58 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 89 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 35 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 56 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 63 days before publication. Filed 8 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 63 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 65 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 68 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).
Who is named in “Does Trump's Russian diesel deal betray the U.S.?”
Companies mentioned with this story
- USO United States Oil Fund
In “Does Trump's Russian diesel deal betray the U.S.?,” 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 “diesel” (oil) in this story
- XLE Select Sector Spdr Tr
For “Does Trump's Russian diesel deal betray the U.S.?,” 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 “diesel” (oil) in this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Does Trump's Russian diesel deal betray the U.S.?.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “diesel” (tanker shipping) in this story
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Does Trump's Russian diesel deal betray the U.S.?.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story
- CVX Chevron
In “Does Trump's Russian diesel deal betray the U.S.?,” 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 “diesel” (oil) in this story
- COP Conocophillips
For “Does Trump's Russian diesel deal betray the U.S.?,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story
- SHEL Shell
In “Does Trump's Russian diesel deal betray the U.S.?,” 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 “diesel” (oil) in this story
- FRO Frontline
For “Does Trump's Russian diesel deal betray the U.S.?,” Frontline (FRO) is linked, with no stored direction, medium confidence. Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “diesel” (tanker shipping) in this story
How “Does Trump's Russian diesel deal betray the U.S.?” reaches United States Oil Fund (USO)
On 28 Oct 2026, “Does Trump's Russian diesel deal betray the U.S.?” is the story that connects United States Oil Fund (USO) to this story.
What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “diesel” (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 “diesel” (oil) in this story
Dates in the story, and the United States Oil Fund (USO) price range
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.
How strong the case is around United States Oil Fund (USO)
46 out of 100
“Does Trump's Russian diesel deal betray the U.S.?” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.