Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market
Published . Updated .
The oil tanker Agioi Fanendes is due to dock in New York on 7 November, four days after the mid-term elections, carrying a cargo that covers barely 110 minut...
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+2.7% 30d
United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story.
- XLE Energy Select Sector SPDR+5.6% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF+70.4% 19d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.
- UNG United States Natural Gas Fund-9.2% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “moscow” (natural gas) in this story.
- FRO Frontline+7.1% 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+3.5% 7d
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 | -3.36% | -2.27% | base | after close | after close | after close | after close |
| XLE | -2.42% | -2.96% | base | after close | after close | after close | after close |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| FRO | -8.88% | -7.19% | base | after close | after close | after close | after close |
| DHT | -5.02% | -1.85% | base | after close | after close | after close | after close |
| INSW | -7.97% | -4.63% | base | after close | after close | after close | after close |
| TNK | -6.27% | -5.65% | base | 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.
Market Call
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Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market Atalayar
Source: Atalayar
Price since this story was published: United States Oil Fund (USO)
| Company | When | Move | Status |
|---|---|---|---|
| DHT | three days earlier | -1.85% | final price |
| DHT | five days earlier | -5.02% | final price |
| FRO | three days earlier | -7.19% | final price |
| FRO | five days earlier | -8.88% | final price |
| INSW | three days earlier | -4.63% | final price |
| INSW | five days earlier | -7.97% | final price |
| TNK | three days earlier | -5.65% | final price |
| TNK | five days earlier | -6.27% | final price |
| United States Oil Fund (USO) | three days earlier | -2.27% | final price |
| United States Oil Fund (USO) | five days earlier | -3.36% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -2.96% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -2.42% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 57 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 88 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 34 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 55 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 62 days before publication. Filed 8 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 62 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 64 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 67 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)
Likely winners
- XOM ExxonMobil Holdings
For “Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market,” ExxonMobil Holdings (XOM) tends to benefit, 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
No up or down call on file
- USO United States Oil Fund
For “Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market,” 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 “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 27 Oct 2026 story “Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story
- UNG United States Natural Gas Fund
In “Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “moscow” (natural gas) in this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “diesel” (tanker shipping) in this story
United States Oil Fund (USO)
United States Oil Fund (USO) is the company in “Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market,” the 27 Oct 2026 this story story.
For United States Oil Fund (USO), the reason on file says United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story
Dates in the story, and the United States Oil Fund (USO) price range
UNG traded between 9.36 and 11.43 across 20 sessions. The latest close on file is 9.57. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 166.26. XLE traded between 60.95 and 69.86 across 20 sessions. The latest close on file is 69.64.
What the saved facts support for United States Oil Fund (USO)
54 out of 100
“Moscow is selling Washington an energy mirage: the key points of the diesel deal that circumvents the 2022 sanctions without easing pressure on the market” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.