Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments
Published . Updated .
Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments South China Morning Post
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
- OIH VanEck Oil Services
Oilfield services rise when drilling follows oil prices
Price reaction, T-5 to T+3
Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments South China Morning Post
Source: South China Morning Post
Price since this story was published: State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)
Since the first closing price after “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is -0.13%. The S&P 500 fund (SPY) is -1.47% over the same days, a +1.34% difference versus the market. energy stocks (XLE) is +0.92%, a -1.05% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| COP | that day | +2.57% | final price |
| COP | the next day | +5.07% | final price |
| COP | two days later | +6.13% | final price |
| COP | three days later | +5.67% | final price |
| COP | three days earlier | -3.18% | final price |
| COP | five days earlier | -4.28% | final price |
| CVX | that day | +1.43% | final price |
| CVX | the next day | +2.75% | final price |
| CVX | two days later | +4.76% | final price |
| CVX | three days later | +3.48% | final price |
| CVX | three days earlier | -3.22% | final price |
| CVX | five days earlier | -2.61% | final price |
| MPC | that day | +0.99% | final price |
| MPC | the next day | +4.89% | final price |
| MPC | two days later | +6.56% | final price |
| MPC | three days later | +4.75% | final price |
| MPC | three days earlier | -2.77% | final price |
| MPC | five days earlier | -4.71% | final price |
| OIH | that day | +0.08% | final price |
| OIH | the next day | +0.59% | final price |
| OIH | two days later | -1.55% | final price |
| OIH | three days later | -3.03% | final price |
| OIH | three days earlier | -1.76% | final price |
| OIH | five days earlier | +1.60% | final price |
| OXY | that day | +1.72% | final price |
| OXY | the next day | +2.59% | final price |
| OXY | two days later | +2.20% | final price |
| OXY | three days later | +0.96% | final price |
| OXY | three days earlier | -3.14% | final price |
| OXY | five days earlier | -2.97% | final price |
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) on one side of this energy story
Companies tied to this story
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- USO United States Oil Fund
For “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments,” 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
For “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments,” United States Brent Oil Fund (BNO) 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
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- UGA United States Gasoline Fund
For “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments,” 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
For “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments,” iShares S&P GSCI Commodity-Indexed Trust (GSG) 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
- DBA Invesco Db Agriculture Fund
For “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments,” Invesco Db Agriculture Fund (DBA) 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
- MOO Vaneck Etf Trust
In “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments,” Vaneck Etf Trust (MOO) 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
State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) and the energy link
On 12 Oct 2026, “Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments” is the story that connects State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) to Energy.
The link for State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
A second company, United States Oil Fund (USO), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Dates and price levels for State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)
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.
A simple score for State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)
46 out of 100
“Global diesel shortage: why Gulf refined fuel exports lag crude oil shipments” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.