Geopolitics Alpha

Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters

Published . Updated .

Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters Investing.com

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-0.61%-2.04%—+0.48%-1.13%+2.44%+4.55%
RTX———————
NOC-1.00%-1.50%—+0.86%+0.11%+3.08%+3.81%
XLE———————
GD+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
ITA+0.06%-1.47%—-0.28%-1.26%-1.17%+0.09%
XOM———————
CVX-2.61%-3.22%—+1.43%+2.75%+4.76%+3.48%
USO———————
WEAT———————

Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters Investing.com

Source: Investing.com

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

Since the first closing price after “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters,” United States Oil Fund (USO) is +5.04%. The S&P 500 fund (SPY) is -1.47% over the same days, a +6.51% difference versus the market. energy stocks (XLE) is +0.92%, a +4.13% difference versus that group of stocks.

CompanyWhenMoveStatus
CVXthat day+1.43%final price
CVXthe next day+2.75%final price
CVXtwo days later+4.76%final price
CVXthree days later+3.48%final price
CVXthree days earlier-3.22%final price
CVXfive days earlier-2.61%final price
GDthat day+1.14%final price
GDthe next day+0.35%final price
GDtwo days later+0.99%final price
GDthree days later+1.70%final price
GDthree days earlier-1.46%final price
GDfive days earlier+0.12%final price
ITAthat day-0.28%final price
ITAthe next day-1.26%final price
ITAtwo days later-1.17%final price
ITAthree days later+0.09%final price
ITAthree days earlier-1.47%final price
ITAfive days earlier+0.06%final price
LMTthat day+0.48%final price
LMTthe next day-1.13%final price
LMTtwo days later+2.44%final price
LMTthree days later+4.55%final price
LMTthree days earlier-2.04%final price
LMTfive days earlier-0.61%final price
NOCthat day+0.86%final price
NOCthe next day+0.11%final price
NOCtwo days later+3.08%final price
NOCthree days later+3.81%final price
NOCthree days earlier-1.50%final price
NOCfive days earlier-1.00%final price
USO
SPY
XLE

United States Oil Fund (USO) filings in this energy 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 collects and who pays in energy

Companies carried with this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters.” 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

    In “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters,” 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

  • XLE Select Sector Spdr Tr

    For “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters,” 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

  • 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 12 Oct 2026 story “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • ATO Atmos Energy

    Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters.” 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

  • AEIS Advanced Energy Industries

    In “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. 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

    Amplify Energy (AMPY) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters.” 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

  • BTE Baytex Energy

    Baytex Energy (BTE) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters.” Reason on file: GA selected BTE 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

How energy news reaches United States Oil Fund (USO)

“Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters” (12 Oct 2026) reaches United States Oil Fund (USO) through Energy.

For United States Oil Fund (USO), the reason on file says 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

The price range for United States Oil Fund (USO), and the dates in the story

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.

How strong the case is around United States Oil Fund (USO)

46 out of 100

“Oil falls on hopes Russia-Ukraine energy ceasefire will boost supplies By Reuters” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.