Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US
Published . Updated .
Key takeaways
- A tanker carrying approximately 40,000 metric tons of Russian diesel has stalled in the North Atlantic before reaching the US East Coast, with its next destination uncertain, international market intelligence provider Kpler said Tuesday.
- Exposed: USO, XLE, BWET, FRO, DHT
- Market reaction: USO +2.4% on the day (still updating); XLE +1.6% on the day (still updating); BWET +4.9% on the day (still updating)
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
A tanker carrying approximately 40,000 metric tons of Russian diesel has stalled in the North Atlantic before reaching the US East Coast, with its next destination uncertain, international market intelligence provider Kpler said Tuesday.
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 “diesel” (oil) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (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.
- 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.
- INSW International Seaways-10.7% 18d
International Seaways (water transportation): 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.
- 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.
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) 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 | +2.78% | +4.95% | base | +2.37% | after close | after close | after close |
| XLE | +2.11% | -0.95% | base | +1.57% | after close | after close | after close |
| BWET | +35.67% | +29.19% | base | +4.90% | after close | after close | after close |
| FRO | +10.52% | +3.52% | base | +4.39% | after close | after close | after close |
| INSW | +1.26% | -0.13% | base | +3.20% | after close | after close | after close |
| DHT | +6.01% | -0.62% | base | +4.90% | after close | after close | after close |
| TNK | +3.72% | +0.36% | base | +3.09% | after close | after close | after close |
| XOM | +3.07% | +0.89% | base | +1.25% | 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.
Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US chinadailyhk
Source: chinadailyhk
United States Oil Fund (USO) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | +4.90% | still updating |
| Amplify Commodity Trust (BWET) | three days earlier | +29.19% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.67% | final price |
| DHT Holdings (DHT) | that day | +4.90% | still updating |
| DHT Holdings (DHT) | three days earlier | -0.62% | final price |
| DHT Holdings (DHT) | five days earlier | +6.01% | final price |
| Frontline (FRO) | that day | +4.39% | still updating |
| Frontline (FRO) | three days earlier | +3.52% | final price |
| Frontline (FRO) | five days earlier | +10.52% | final price |
| International Seaways (INSW) | that day | +3.20% | still updating |
| International Seaways (INSW) | three days earlier | -0.13% | final price |
| International Seaways (INSW) | five days earlier | +1.26% | final price |
| Teekay Tankers (TNK) | that day | +3.09% | still updating |
| Teekay Tankers (TNK) | three days earlier | +0.36% | final price |
| Teekay Tankers (TNK) | five days earlier | +3.72% | final price |
| United States Oil Fund (USO) | that day | +2.37% | still updating |
| United States Oil Fund (USO) | three days earlier | +4.95% | final price |
| United States Oil Fund (USO) | five days earlier | +2.78% | final price |
| Select Sector Spdr Tr (XLE) | that day | +1.57% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | -0.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.11% | final price |
| ExxonMobil Holdings (XOM) | that day | +1.25% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | +0.89% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +3.07% | final price |
Congressional stock trades in United States Oil Fund (USO)
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 28 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 72 days before publication. Filed 25 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).
United States Oil Fund (USO) on one side of this energy story
Companies that tend to gain
- FRO Frontline
Frontline (FRO) tends to benefit, medium confidence in the 11 Nov 2026 story “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US.” Reason on file: 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
In “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: 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
For “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US,” International Seaways (INSW) tends to benefit, medium confidence. Reason on file: 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
For “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US,” Teekay Tankers (TNK) tends to benefit, medium confidence. Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story
No up or down call on file
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story
- BWET Amplify Commodity Trust
In “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US,” 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 “tanker” (tanker shipping) in this story
- XOM ExxonMobil Holdings
For “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US,” 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 “diesel” (oil) in this story
United States Oil Fund (USO) and the energy link
On 11 Nov 2026, “Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US” 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 “diesel” (oil) in this story
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story
Dates and 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.
A simple score for United States Oil Fund (USO)
46 out of 100Price not final
“Kpler: Tanker carrying 40,000 tons of Russian diesel stalls en route to US” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.