Geopolitics Alpha

Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com

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Europe's Fuel Crisis Spreads From Diesel to Jet Fuel Crude Oil Prices Today | OilPrice.com

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

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

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

Europe's Fuel Crisis Spreads From Diesel to Jet Fuel Crude Oil Prices Today | OilPrice.com

Source: Crude Oil Prices Today | OilPrice.com

The price since 21 Sep 2026: United States Oil Fund (USO) versus the S&P 500

Since the first closing price after “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com,” United States Oil Fund (USO) is +11.62%. The S&P 500 fund (SPY) is -0.88% over the same days, a +12.50% difference versus the market. energy stocks (XLE) is +9.77%, a +1.85% difference versus that group of stocks.

USO
SPY
XLE

United States Oil Fund (USO) on one side of this energy story

Companies mentioned with this story

  • USO United States Oil Fund

    In “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com,” United States Oil Fund (USO) 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

  • BNO United States Brent Oil Fund

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 21 Sep 2026 story “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com.” 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 “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com,” 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

    In “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) 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

  • HYG Ishares Tr

    For “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com,” Ishares Tr (HYG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IEI Ishares Tr

    For “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com,” Ishares Tr (IEI) is linked, with no stored direction, medium confidence. 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

    For “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

How energy news reaches United States Oil Fund (USO)

The 21 Sep 2026 story “Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com” names United States Oil Fund (USO) because of Energy.

What ties United States Oil Fund (USO) to the headline is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

United States Brent Oil Fund (BNO) is here too. Its reason reads: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

What this energy story puts on the calendar

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.

How strong the case is around United States Oil Fund (USO)

46 out of 100

“Europe's Fuel Crisis Spreads From Diesel to Jet Fuel| OilPrice.com” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.