Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe
Published . Updated .
Key takeaways
- In an exclusive interview with FRANCE 24, the EU's top diplomat Kaja Kallas discusses the war in Ukraine, the situation in the Middle East and a possible change in US President Donald Trump's foreign…
- Exposed: USO, XLE, UNG, BWET, VGK
- Market reaction: XLE +1.3% on the day (still updating); USO +1.2% on the day (still updating); BWET +4.8% on the day (still updating)
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In an exclusive interview with FRANCE 24, the EU's top diplomat Kaja Kallas discusses the war in Ukraine, the situation in the Middle East and a possible change in US President Donald Trump's foreign…
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 “russia” (oil) in this story.
- XLE Energy Select Sector SPDR
Energy Select Sector SPDR: its price follows crude oil. Linked by “russia” (oil) in this story.
- UNG United States Natural Gas Fund
United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story.
- BWET Breakwave Tanker Shipping ETF
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “russia” (tanker shipping) in this story.
- VGK Vanguard FTSE Europe ETF
Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”).
- EWQ iShares MSCI France ETF
iShares MSCI France ETF holds stocks listed in France, which this story is about (“france”).
- SHEL Shell
Shell (crude petroleum and natural gas, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “russia” (oil) in this story.
- BP BP p.l.c
BP p.l.c (petroleum refining, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “russia” (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 | +2.78% | +4.95% | base | +1.23% | after close | after close | after close |
| XLE | +2.11% | -0.95% | base | +1.29% | after close | after close | after close |
| UNG | -10.81% | -10.24% | base | +1.73% | after close | after close | after close |
| BWET | +35.67% | +29.19% | base | +4.76% | after close | after close | after close |
| VGK | +0.65% | -2.62% | base | -0.71% | after close | after close | after close |
| EWQ | -0.57% | -2.72% | base | -0.65% | after close | after close | after close |
| SHEL | +4.68% | +1.86% | base | +0.48% | after close | after close | after close |
| BP | +2.31% | -0.11% | base | +1.23% | 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.
Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe France 24
Source: France 24
The price since 11 Nov 2026: United States Oil Fund (USO) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Bp (BP) | that day | +1.23% | still updating |
| Bp (BP) | three days earlier | -0.11% | final price |
| Bp (BP) | five days earlier | +2.31% | final price |
| Amplify Commodity Trust (BWET) | that day | +4.76% | still updating |
| Amplify Commodity Trust (BWET) | three days earlier | +29.19% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.67% | final price |
| EWQ | that day | -0.65% | still updating |
| EWQ | three days earlier | -2.72% | final price |
| EWQ | five days earlier | -0.57% | final price |
| Shell (SHEL) | that day | +0.48% | still updating |
| Shell (SHEL) | three days earlier | +1.86% | final price |
| Shell (SHEL) | five days earlier | +4.68% | final price |
| United States Natural Gas Fund (UNG) | that day | +1.73% | still updating |
| United States Natural Gas Fund (UNG) | three days earlier | -10.24% | final price |
| United States Natural Gas Fund (UNG) | five days earlier | -10.81% | final price |
| United States Oil Fund (USO) | that day | +1.23% | still updating |
| United States Oil Fund (USO) | three days earlier | +4.95% | final price |
| United States Oil Fund (USO) | five days earlier | +2.78% | final price |
| Vanguard Intl Equity Index F (VGK) | that day | -0.71% | still updating |
| Vanguard Intl Equity Index F (VGK) | three days earlier | -2.62% | final price |
| Vanguard Intl Equity Index F (VGK) | five days earlier | +0.65% | final price |
| Select Sector Spdr Tr (XLE) | that day | +1.29% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | -0.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.11% | final price |
Congressional trades in United States Oil Fund (USO) around 11 Nov 2026
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 28 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 72 days before publication. Filed 25 Sep 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 busy Middle East has been lately
Geopolitics Alpha has 0 stories about Middle East from the past 7 days and 0 stories from the past 30. “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe” is tagged to Middle East.
Who gains and who pays if Middle East stays in the story
Companies mentioned with this story
- USO United States Oil Fund
In “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe,” 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 “russia” (oil) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “russia” (oil) in this story
- UNG United States Natural Gas Fund
United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story
- BWET Amplify Commodity Trust
For “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe,” 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 “russia” (tanker shipping) in this story
- VGK Vanguard Intl Equity Index F
For “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe,” Vanguard Intl Equity Index F (VGK) is linked, with no stored direction, medium confidence. Reason on file: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”)
- SHEL Shell
For “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “russia” (oil) in this story
- BP Bp
Bp (BP) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe.” Reason on file: BP p.l.c (petroleum refining, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “russia” (oil) in this story
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russia” (oil) in this story
From Middle East to United States Oil Fund (USO)
“Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe” (11 Nov 2026) reaches United States Oil Fund (USO) through Middle East.
United States Oil Fund (USO) is on the page because United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “russia” (oil) in this story
Price levels for United States Oil Fund (USO)
UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.34. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
How strong the case is around United States Oil Fund (USO)
46 out of 100Price not final
“Exclusive: EU's Kallas says US 'can't negotiate on our behalf' on lifting Russia sanctions - Talking Europe” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.