John Adams: Our final oil sticker shock (Opinion)
Published . Updated .
The last few months of conflict with Iran have exposed an uncomfortable truth: despite becoming the world’s largest oil producer, the United States remains remarkably vulnerable to the whims of
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline+1.4%
Tanker operators earn more when freight rates spike
- INSW International Seaways-1.4%
Tanker operators earn more when freight rates spike
- DHT DHT Holdings
Tanker operators earn more when freight rates spike
- TNK Teekay Tankers
Tanker operators earn more when freight rates spike
- USO United States Oil Fund+4.9%
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR+3.8%
Energy companies move with Iran supply risk
- LMT Lockheed Martin+11.5%
Defense contractors get more work when conflict spending rises
- RTX RTX-0.4%
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil+7.9%
Oil producers earn more when crude prices rise
- DAL Delta Air Lines-0.8%
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FRONo price data for this ticker | — | — | — | — | — | — | — |
| INSWNo price data for this ticker | — | — | — | — | — | — | — |
| DHTNo price data for this ticker | — | — | — | — | — | — | — |
| TNKNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -5.13% | -5.78% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| LMTNo price data for this ticker | — | — | — | — | — | — | — |
| RTXNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -2.72% | -2.80% | base | after close | after close | after close | after close |
| DALNo price data for this ticker | — | — | — | — | — | — | — |
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.
Market Call
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John Adams: Our final oil sticker shock (Opinion) Charleston Gazette-Mail
Source: Charleston Gazette-Mail
Energy
| Company | When | Move | Status |
|---|---|---|---|
| COP | three days earlier | -3.40% | final price |
| COP | five days earlier | -3.70% | final price |
| CVX | three days earlier | -2.77% | final price |
| CVX | five days earlier | -3.75% | final price |
| MPC | three days earlier | +2.58% | final price |
| MPC | five days earlier | +3.75% | final price |
| OIH | three days earlier | -0.91% | final price |
| OIH | five days earlier | -3.02% | final price |
| OXY | three days earlier | -2.27% | final price |
| OXY | five days earlier | -2.23% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| VLO | three days earlier | +4.13% | final price |
| VLO | five days earlier | +3.31% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | final price |
| XOP | three days earlier | -1.32% | final price |
| XOP | five days earlier | -1.09% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 31 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 37 days before publication. Filed 13 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 54 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 85 days before publication. Filed 22 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 solid “John Adams: Our final oil sticker shock (Opinion)” looks
12 out of 100
“John Adams: Our final oil sticker shock (Opinion)” scores 12 out of 100. The score uses 1 sources.