Iran Moves to Control Oil Terminals in China, Leak Shows
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Iran uses Chinese oil terminals and storage to keep sanctioned tankers moving, Iran International reported, citing a leaked letter and ministry sources.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- FXI iShares China Large-Cap ETF-5.1% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- FRO Frontline+1.0% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- INSW International Seaways-10.8% 16d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.
- TNK Teekay Tankers
Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) 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 | +5.62% | -2.06% | base | -3.90% | after close | after close | after close |
| XLE | +9.12% | +3.08% | base | +0.56% | after close | after close | after close |
| BWET | +35.08% | +5.02% | base | -13.59% | after close | after close | after close |
| FXI | -4.96% | -1.02% | base | -0.84% | after close | after close | after close |
| FRO | +14.63% | +6.76% | base | -2.51% | after close | after close | after close |
| DHT | +15.43% | +6.67% | base | -0.53% | after close | after close | after close |
| INSW | +7.59% | +1.40% | base | -2.55% | after close | after close | after close |
| TNK | +11.16% | +3.34% | base | -0.73% | 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.
Iran Moves to Control Oil Terminals in China, Leak Shows Crude Oil Prices Today | OilPrice.com
United States Oil Fund (USO) since “Iran Moves to Control Oil Terminals in China, Leak Shows,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | -13.59% | final price |
| Amplify Commodity Trust (BWET) | three days earlier | +5.02% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.08% | final price |
| DHT | that day | -0.53% | final price |
| DHT | three days earlier | +6.67% | final price |
| DHT | five days earlier | +15.43% | final price |
| FRO | that day | -2.51% | final price |
| FRO | three days earlier | +6.76% | final price |
| FRO | five days earlier | +14.63% | final price |
| Ishares China Large-Cap Etf (FXI) | that day | -0.84% | final price |
| Ishares China Large-Cap Etf (FXI) | three days earlier | -1.02% | final price |
| Ishares China Large-Cap Etf (FXI) | five days earlier | -4.96% | final price |
| INSW | that day | -2.55% | final price |
| INSW | three days earlier | +1.40% | final price |
| INSW | five days earlier | +7.59% | final price |
| TNK | that day | -0.73% | final price |
| TNK | three days earlier | +3.34% | final price |
| TNK | five days earlier | +11.16% | final price |
| United States Oil Fund (USO) | that day | -3.90% | final price |
| United States Oil Fund (USO) | three days earlier | -2.06% | final price |
| United States Oil Fund (USO) | five days earlier | +5.62% | final price |
| Select Sector Spdr Tr (XLE) | that day | +0.56% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +3.08% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +9.12% | 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 26 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 70 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 26 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 47 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 68 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 75 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 77 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 80 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).
Who gains and who loses around United States Oil Fund (USO)
Companies tied to this story
- USO United States Oil Fund
For “Iran Moves to Control Oil Terminals in China, Leak Shows,” 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 9 Nov 2026 story “Iran Moves to Control Oil Terminals in China, Leak Shows.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
- BWET Amplify Commodity Trust
In “Iran Moves to Control Oil Terminals in China, Leak Shows,” 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 “oil” (tanker shipping) in this story
- FXI Ishares China Large-Cap Etf
Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Iran Moves to Control Oil Terminals in China, Leak Shows.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Iran Moves to Control Oil Terminals in China, Leak Shows.” 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 “Iran Moves to Control Oil Terminals in China, Leak Shows,” 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
For “Iran Moves to Control Oil Terminals in China, Leak Shows,” 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 9 Nov 2026 story “Iran Moves to Control Oil Terminals in China, Leak Shows.” 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)
United States Oil Fund (USO) is the company in “Iran Moves to Control Oil Terminals in China, Leak Shows,” the 9 Nov 2026 Energy story.
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
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
Price levels for United States Oil Fund (USO)
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. 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.
What the saved facts support for United States Oil Fund (USO)
46 out of 100
“Iran Moves to Control Oil Terminals in China, Leak Shows” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.