IEA accelerates emergency oil releases through February as diesel shortages persist
Published . Updated .
Key takeaways
- The latest oil and gas news, dedicated to all things oil and gas: people, technologies, transactions, trends, and macro-economic analysis that impact commodity prices.
- Exposed: USO, XLE, XOM, CVX, COP
- Market reaction: USO −0.5% on the day (still updating); XLE +0.4% on the day (still updating); COP +1.3% on the day (still updating)
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The latest oil and gas news, dedicated to all things oil and gas: people, technologies, transactions, trends, and macro-economic analysis that impact commodity prices.
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 “oil” (oil) in this story.
- XLE Energy Select Sector SPDR
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- UNG United States Natural Gas Fund
United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.
- XOM ExxonMobil Holdings
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- COP ConocoPhillips
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- SHEL Shell
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- LNG Cheniere Energy
Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) 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 | +1.59% | -3.20% | base | -0.48% | after close | after close | after close |
| XLE | -4.15% | -3.23% | base | +0.39% | after close | after close | after close |
| UNGPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| XOM | -2.28% | -3.14% | base | -0.03% | after close | after close | after close |
| CVX | -1.78% | -2.44% | base | +0.87% | after close | after close | after close |
| COP | -2.69% | -3.19% | base | +1.26% | after close | after close | after close |
| SHEL | +0.54% | -1.30% | base | +0.21% | after close | after close | after close |
| LNGPrices arriving within minutes | — | — | — | after close | 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.
IEA accelerates emergency oil releases through February as diesel shortages persist Oil & Gas 360
Source: Oil & Gas 360
The price since 13 Nov 2026: United States Oil Fund (USO) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Conocophillips (COP) | that day | +1.26% | still updating |
| Conocophillips (COP) | three days earlier | -3.19% | final price |
| Conocophillips (COP) | five days earlier | -2.69% | final price |
| Chevron (CVX) | that day | +0.87% | still updating |
| Chevron (CVX) | three days earlier | -2.44% | final price |
| Chevron (CVX) | five days earlier | -1.78% | final price |
| Shell (SHEL) | that day | +0.21% | still updating |
| Shell (SHEL) | three days earlier | -1.30% | final price |
| Shell (SHEL) | five days earlier | +0.54% | final price |
| United States Oil Fund (USO) | that day | -0.48% | still updating |
| United States Oil Fund (USO) | three days earlier | -3.20% | final price |
| United States Oil Fund (USO) | five days earlier | +1.59% | final price |
| Select Sector Spdr Tr (XLE) | that day | +0.39% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | -3.23% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -4.15% | final price |
| ExxonMobil Holdings (XOM) | that day | -0.03% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | -3.14% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -2.28% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 30 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 74 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 30 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 51 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 72 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 79 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 81 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 84 days before publication. Filed 8 Oct 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).
Companies in energy around United States Oil Fund (USO)
Companies tied to this story
- USO United States Oil Fund
In “IEA accelerates emergency oil releases through February as diesel shortages persist,” 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 “oil” (oil) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “IEA accelerates emergency oil releases through February as diesel shortages persist.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
- XOM ExxonMobil Holdings
For “IEA accelerates emergency oil releases through February as diesel shortages persist,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- CVX Chevron
For “IEA accelerates emergency oil releases through February as diesel shortages persist,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- COP Conocophillips
In “IEA accelerates emergency oil releases through February as diesel shortages persist,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- SHEL Shell
Shell (SHEL) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “IEA accelerates emergency oil releases through February as diesel shortages persist.” Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
How energy news reaches United States Oil Fund (USO)
On 13 Nov 2026, “IEA accelerates emergency oil releases through February as diesel shortages persist” is the story that connects United States Oil Fund (USO) to Energy.
The link for United States Oil Fund (USO) is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
Dates in the story, and the United States Oil Fund (USO) price range
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. XOM traded between 167.40 and 188.47 across 17 sessions. The latest close on file is 169.46.
A simple score for United States Oil Fund (USO)
46 out of 100Price not final
“IEA accelerates emergency oil releases through February as diesel shortages persist” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.