Geopolitics Alpha

Energy briefs–oil prices affected by more attacks in Middle East

Published . Updated .

Key takeaways

  • ** Canada is reimposing sanctions on 11 Iranian energy and financial organizations for the regime's failure to meet promises related to its nuclear program,
  • Exposed: XOM, CVX, COP, OXY, USO
  • Market reaction: XOM +1.8% on the day; CVX +1.5% on the day; BWET +5.3% on the day

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Energy briefs–oil prices affected by more attacks in Middle East

** Canada is reimposing sanctions on 11 Iranian energy and financial organizations for the regime's failure to meet promises related to its nuclear program,

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund

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

  • XLE Energy Select Sector SPDR

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

  • BWET Breakwave Tanker Shipping ETF

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

  • ITA iShares U.S. Aerospace & Defense ETF

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “middle east” (defense) in this story.

  • EWC iShares MSCI Canada ETF

    iShares MSCI Canada ETF holds stocks listed in Canada, which this story is about (“canada”).

  • XOM ExxonMobil Holdings

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

  • CVX Chevron

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

  • OXY Occidental Petroleum

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+4.74%+0.82%base+3.43%after closeafter closeafter close
XLE-2.64%-2.21%base+1.50%after closeafter closeafter close
BWET+23.15%+6.41%base+5.26%after closeafter closeafter close
ITA-7.07%-2.20%base-2.16%after closeafter closeafter close
EWC-0.53%+0.82%base-0.55%after closeafter closeafter close
XOM-0.81%-1.14%base+1.84%after closeafter closeafter close
CVX-0.13%-1.13%base+1.51%after closeafter closeafter close
OXY-1.40%-2.40%base+2.25%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.

Energy briefs–oil prices affected by more attacks in Middle East Oklahoma Energy Today

Source: Oklahoma Energy Today

ExxonMobil Holdings (XOM) compared with energy stocks (XLE) since 12 Nov 2026

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day+5.26%final price
Amplify Commodity Trust (BWET)three days earlier+6.41%final price
Amplify Commodity Trust (BWET)five days earlier+23.15%final price
Chevron (CVX)that day+1.51%final price
Chevron (CVX)three days earlier-1.13%final price
Chevron (CVX)five days earlier-0.13%final price
EWCthat day-0.55%final price
EWCthree days earlier+0.82%final price
EWCfive days earlier-0.53%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day-2.16%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-2.20%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-7.07%final price
Occidental Petroleum (OXY)that day+2.25%final price
Occidental Petroleum (OXY)three days earlier-2.40%final price
Occidental Petroleum (OXY)five days earlier-1.40%final price
United States Oil Fund (USO)that day+3.43%final price
United States Oil Fund (USO)three days earlier+0.82%final price
United States Oil Fund (USO)five days earlier+4.74%final price
Select Sector Spdr Tr (XLE)that day+1.50%final price
Select Sector Spdr Tr (XLE)three days earlier-2.21%final price
Select Sector Spdr Tr (XLE)five days earlier-2.64%final price
ExxonMobil Holdings (XOM)that day+1.84%final price
ExxonMobil Holdings (XOM)three days earlier-1.14%final price
ExxonMobil Holdings (XOM)five days earlier-0.81%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).

The Middle East count beside this story

Middle East

Geopolitics Alpha has 0 stories about Middle East from the past 7 days and 0 stories from the past 30. “Energy briefs–oil prices affected by more attacks in Middle East” is tagged to Middle East.

Who gains and who pays if Middle East stays in the story

The side that tends to collect

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) tends to benefit, medium confidence in the 12 Nov 2026 story “Energy briefs–oil prices affected by more attacks in Middle East.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “middle east” (oil) in this story

  • CVX Chevron

    Chevron (CVX) tends to benefit, medium confidence in the 12 Nov 2026 story “Energy briefs–oil prices affected by more attacks in Middle East.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “middle east” (oil) in this story

  • COP Conocophillips

    In “Energy briefs–oil prices affected by more attacks in Middle East,” Conocophillips (COP) tends to benefit, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “middle east” (oil) in this story

  • OXY Occidental Petroleum

    Occidental Petroleum (OXY) tends to benefit, medium confidence in the 12 Nov 2026 story “Energy briefs–oil prices affected by more attacks in Middle East.” Reason on file: Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “middle east” (oil) in this story

No up or down call on file

  • USO United States Oil Fund

    In “Energy briefs–oil prices affected by more attacks in Middle East,” 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 “middle east” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “Energy briefs–oil prices affected by more attacks in Middle East,” 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 “middle east” (oil) in this story

  • BWET Amplify Commodity Trust

    For “Energy briefs–oil prices affected by more attacks in Middle East,” 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 “middle east” (tanker shipping) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Energy briefs–oil prices affected by more attacks in Middle East.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “middle east” (defense) in this story

ExxonMobil Holdings (XOM) and the energy link

The 12 Nov 2026 story “Energy briefs–oil prices affected by more attacks in Middle East” names ExxonMobil Holdings (XOM) because of Middle East.

The link for ExxonMobil Holdings (XOM) is this: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “middle east” (oil) in this story

A second company, Chevron (CVX), is listed for a different reason: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “middle east” (oil) in this story

Price levels for ExxonMobil Holdings (XOM)

COP traded between 131.18 and 152.76 across 20 sessions. The latest close on file is 137.77. CVX traded between 206.11 and 236.45 across 20 sessions. The latest close on file is 213.20. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

A simple score for ExxonMobil Holdings (XOM)

46 out of 100

“Energy briefs–oil prices affected by more attacks in Middle East” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.