Geopolitics Alpha

Oil falls after U.S. and Iran talk for hours at UN meeting

Published . Updated .

Oil fell Wednesday, amid hopes of a diplomatic solution to the conflict in the Middle East after Iran and the U.S. had talks.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    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

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
LMT———————
RTX———————
XOM———————
DAL———————

Oil fell Wednesday, amid hopes of a diplomatic solution to the conflict in the Middle East after Iran and the U.S. had talks.

Source: CNBC Top

Price since this story was published: United States Oil Fund (USO)

Since the first closing price after “Oil falls after U.S. and Iran talk for hours at UN meeting,” United States Oil Fund (USO) is +5.01%. The S&P 500 fund (SPY) is -0.09% over the same days, a +5.10% difference versus the market. energy stocks (XLE) is +8.29%, a -3.28% difference versus that group of stocks.

USO
SPY
XLE

Disclosure records for United States Oil Fund (USO) within two months of 23 Sep 2026

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).

Middle East, seven days against thirty

Middle East has 0 linked stories in the last 7 days and 0 in the last 30 on the page that also carries “Oil falls after U.S. and Iran talk for hours at UN meeting.”

Who gains and who loses around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 23 Sep 2026 story “Oil falls after U.S. and Iran talk for hours at UN meeting.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    For “Oil falls after U.S. and Iran talk for hours at UN meeting,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 23 Sep 2026 story “Oil falls after U.S. and Iran talk for hours at UN meeting.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XLE Select Sector Spdr Tr

    For “Oil falls after U.S. and Iran talk for hours at UN meeting,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • AEIS Advanced Energy Industries

    Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Oil falls after U.S. and Iran talk for hours at UN meeting.” Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    In “Oil falls after U.S. and Iran talk for hours at UN meeting,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Oil falls after U.S. and Iran talk for hours at UN meeting.” Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BE Bloom Energy

    Bloom Energy (BE) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Oil falls after U.S. and Iran talk for hours at UN meeting.” Reason on file: GA selected BE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

What Middle East means for United States Oil Fund (USO)

The 23 Sep 2026 story “Oil falls after U.S. and Iran talk for hours at UN meeting” names United States Oil Fund (USO) because of Middle East.

The link for United States Oil Fund (USO) is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

A second company, United States Brent Oil Fund (BNO), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Dates and price levels for United States Oil Fund (USO)

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

The energy score for United States Oil Fund (USO)

46 out of 100

“Oil falls after U.S. and Iran talk for hours at UN meeting” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.