Geopolitics Alpha

NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund

Published . Updated .

NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund

The Trump administration is reportedly considering lifting U.S. sanctions on Russia’s government investment fund headed by Kremlin envoy Kirill Dmitriev. That’s according to The New York Times, which spoke to an unnamed U.S. official who said the Treasury Department is looking

Directly affected

  • NYT New York Times-3.6% 30d

    Named in this report.

Indirectly affected

  • USO United States Oil Fund+4.8% 30d

    United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story.

  • XLE Energy Select Sector SPDR+6.5% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “russian” (oil) in this story.

  • UNG United States Natural Gas Fund-7.0% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story.

  • BWET Breakwave Tanker Shipping ETF+54.8% 19d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “russian” (tanker shipping) in this story.

  • XOM ExxonMobil Holdings+9.0% 13d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story.

  • CVX Chevron+7.9% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story.

  • COP ConocoPhillips+8.3% 30d

    ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story.

  • LNG Cheniere Energy+11.9% 30d

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “russian” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NYTNo price data for this ticker———————
USO-2.37%+3.62%base+2.37%after closeafter closeafter close
XLE-0.12%+1.60%base+0.10%after closeafter closeafter close
UNGNo price data for this ticker———————
BWETNo price data for this ticker———————
XOM-1.00%+1.85%base+0.89%after closeafter closeafter close
CVXNo price data for this ticker———————
COPNo price data for this ticker———————
LNGNo 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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NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund Democracy Now!

Source: Democracy Now!

United States Oil Fund (USO) since this story, compared with the market

CompanyWhenMoveStatus
United States Oil Fund (USO)that day+2.37%still updating
United States Oil Fund (USO)three days earlier+3.62%final price
United States Oil Fund (USO)five days earlier-2.37%final price
Select Sector Spdr Tr (XLE)that day+0.10%still updating
Select Sector Spdr Tr (XLE)three days earlier+1.60%final price
Select Sector Spdr Tr (XLE)five days earlier-0.12%final price
ExxonMobil Holdings (XOM)that day+0.89%still updating
ExxonMobil Holdings (XOM)three days earlier+1.85%final price
ExxonMobil Holdings (XOM)five days earlier-1.00%final price

Trades by members of Congress and officials in the stocks in this story

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 carried with this story

  • USO United States Oil Fund

    In “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund,” 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 “russian” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “russian” (oil) in this story

  • UNG United States Natural Gas Fund

    In “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund,” 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 “russian” (natural gas) in this story

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “russian” (tanker shipping) in this story

  • XOM ExxonMobil Holdings

    For “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund,” 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 “russian” (oil) in this story

  • CVX Chevron

    In “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund,” 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 “russian” (oil) in this story

  • COP Conocophillips

    In “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund,” 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 “russian” (oil) in this story

  • LNG Cheniere Energy

    In “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “russian” (natural gas) in this story

United States Oil Fund (USO)

On 28 Oct 2026, “NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund” is the story that connects United States Oil Fund (USO) to this story.

United States Oil Fund (USO) is on the page because United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “russian” (oil) in this story

Price levels for United States Oil Fund (USO)

UNG traded between 9.31 and 11.43 across 20 sessions. The latest close on file is 9.63. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 163.62. XLE traded between 61.05 and 69.86 across 20 sessions. The latest close on file is 68.23.

What the saved facts support for United States Oil Fund (USO)

46 out of 100Price not final

“NYT: Trump Admin Considering Lifting U.S. Sanctions on Russian Government’s Investment Fund” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.