Geopolitics Alpha

House Republican, invoking Reagan, moves to block Trump's Russia oil deal

Published . Updated .

House Republican, invoking Reagan, moves to block Trump's Russia oil deal Axios

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
XOM———————
CVX———————
USO———————
WEAT———————

House Republican, invoking Reagan, moves to block Trump's Russia oil deal Axios

Source: Axios

How far United States Oil Fund (USO) has moved since 11 Oct 2026

Since the first closing price after “House Republican, invoking Reagan, moves to block Trump's Russia oil deal,” United States Oil Fund (USO) is +6.44%. The S&P 500 fund (SPY) is -1.47% over the same days, a +7.91% difference versus the market. energy stocks (XLE) is +2.70%, a +3.74% difference versus that group of stocks.

CompanyWhenMoveStatus
Advanced Energy Industries (AEIS)that day-2.66%final price
Advanced Energy Industries (AEIS)the next day-4.51%final price
Advanced Energy Industries (AEIS)two days later-9.69%final price
Advanced Energy Industries (AEIS)three days later-12.66%final price
Advanced Energy Industries (AEIS)three days earlier+1.28%final price
Advanced Energy Industries (AEIS)five days earlier+3.10%final price
Amplify Energy (AMPY)that day+1.01%final price
Amplify Energy (AMPY)the next day+3.13%final price
Amplify Energy (AMPY)two days later-2.68%final price
Amplify Energy (AMPY)three days later-2.68%final price
Amplify Energy (AMPY)three days earlier-0.22%final price
Amplify Energy (AMPY)five days earlier-0.89%final price
Atmos Energy (ATO)that day+0.47%final price
Atmos Energy (ATO)the next day+1.10%final price
Atmos Energy (ATO)two days later+1.43%final price
Atmos Energy (ATO)three days later+1.39%final price
Atmos Energy (ATO)three days earlier-1.53%final price
Atmos Energy (ATO)five days earlier-2.24%final price
Bloom Energy (BE)that day-6.35%final price
Bloom Energy (BE)the next day-5.98%final price
Bloom Energy (BE)two days later-14.60%final price
Bloom Energy (BE)three days later-15.67%final price
Bloom Energy (BE)three days earlier+3.94%final price
Bloom Energy (BE)five days earlier+2.26%final price
United States Brent Oil Fund (BNO)that day+1.77%final price
United States Brent Oil Fund (BNO)the next day+1.77%final price
United States Brent Oil Fund (BNO)two days later+1.69%final price
United States Brent Oil Fund (BNO)three days later+1.38%final price
United States Brent Oil Fund (BNO)three days earlier-3.24%final price
United States Brent Oil Fund (BNO)five days earlier-3.94%final price
USO
SPY
XLE

Official trades in United States Oil Fund (USO) around 11 Oct 2026

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 gains and who loses around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “House Republican, invoking Reagan, moves to block Trump's Russia oil deal.” 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

    In “House Republican, invoking Reagan, moves to block Trump's Russia oil deal,” 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 11 Oct 2026 story “House Republican, invoking Reagan, moves to block Trump's Russia oil deal.” 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

    For “House Republican, invoking Reagan, moves to block Trump's Russia oil deal,” 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

  • AEIS Advanced Energy Industries

    In “House Republican, invoking Reagan, moves to block Trump's Russia oil deal,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    For “House Republican, invoking Reagan, moves to block Trump's Russia oil deal,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    For “House Republican, invoking Reagan, moves to block Trump's Russia oil deal,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BE Bloom Energy

    In “House Republican, invoking Reagan, moves to block Trump's Russia oil deal,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How energy news reaches United States Oil Fund (USO)

The 11 Oct 2026 story “House Republican, invoking Reagan, moves to block Trump's Russia oil deal” names United States Oil Fund (USO) because of Energy.

The link for United States Oil Fund (USO) is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Also listed, United States Brent Oil Fund (BNO): 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

“House Republican, invoking Reagan, moves to block Trump's Russia oil deal” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.