Oil hits six-month high
Published . Updated .
Ongoing Houthi attacks on Saudi Arabia have raised concerns about further disruptions to global energy supplies, especially after Saudi state oil company Aramco ordered the evacuation of its headquarters on Thursday. And the situation could get worse: The US and Israel are
Directly affected
- No company is named in this report.
Indirectly affected
- ZIM ZIM Integrated Shipping-1.2%
Container lines are exposed when a shipping lane is disrupted
- MATX Matson-5.7%
Container lines are exposed when a shipping lane is disrupted
- DAC Danaos
Ship owners earn more when vessels are tied up longer
- GSL Global Ship Lease-8.5%
Ship owners earn more when vessels are tied up longer
- SBLK Star Bulk Carriers-6.2%
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- FRO Frontline+4.7%
Longer voyages raise tanker earnings when ships avoid the Red Sea
- XLE Energy Select Sector SPDR+7.4%
Energy prices move when a shipping lane is disrupted
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ZIM | +0.53% | +0.29% | base | +1.00% | after close | after close | after close |
| MATX | +3.16% | +4.40% | base | +0.44% | after close | after close | after close |
| DAC | +0.28% | -0.48% | base | +0.28% | after close | after close | after close |
| GSL | -0.18% | -0.42% | base | +1.11% | after close | after close | after close |
| SBLK | -3.14% | -1.99% | base | +1.03% | after close | after close | after close |
| GOGL | +11.63% | +11.63% | base | — | after close | after close | after close |
| XOM | +0.46% | -0.17% | base | +2.81% | after close | after close | after close |
| CVX | -0.70% | -0.41% | base | +3.00% | after close | after close | after close |
| FRO | +2.38% | -1.82% | base | +3.26% | after close | after close | after close |
| XLE | +0.97% | +0.55% | base | +2.56% | 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
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.
Oil hits six-month high GZERO Media
Source: GZERO Media
Red Sea
| Company | When | Move | Status |
|---|---|---|---|
| COP | that day | +3.54% | final price |
| COP | three days earlier | +0.19% | final price |
| COP | five days earlier | +0.58% | final price |
| CVX | that day | +3.00% | final price |
| CVX | three days earlier | -0.41% | final price |
| CVX | five days earlier | -0.70% | final price |
| DAC | that day | +0.28% | final price |
| DAC | three days earlier | -0.48% | final price |
| DAC | five days earlier | +0.28% | final price |
| FRO | that day | +3.26% | final price |
| FRO | three days earlier | -1.82% | final price |
| FRO | five days earlier | +2.38% | final price |
| GOGL | three days earlier | +11.63% | final price |
| GOGL | five days earlier | +11.63% | final price |
| GSL | that day | +1.11% | final price |
| GSL | three days earlier | -0.42% | final price |
| GSL | five days earlier | -0.18% | final price |
| MATX | that day | +0.44% | final price |
| MATX | three days earlier | +4.40% | final price |
| MATX | five days earlier | +3.16% | final price |
| MPC | that day | -0.70% | final price |
| MPC | three days earlier | +3.35% | final price |
| MPC | five days earlier | +4.10% | final price |
| OIH | that day | +5.31% | final price |
| OIH | three days earlier | +2.09% | final price |
| OIH | five days earlier | +1.37% | final price |
| OXY | that day | +2.68% | final price |
| OXY | three days earlier | +0.70% | final price |
| OXY | five days earlier | -0.16% | final price |
| SBLK | that day | +1.03% | final price |
| SBLK | three days earlier | -1.99% | final price |
| SBLK | five days earlier | -3.14% | final price |
| USO | that day | +4.31% | final price |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| VLO | that day | -1.79% | final price |
| VLO | three days earlier | +1.77% | final price |
| VLO | five days earlier | +4.31% | final price |
| XLE | that day | +2.56% | final price |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
| XOM | that day | +2.81% | final price |
| XOM | three days earlier | -0.17% | final price |
| XOM | five days earlier | +0.46% | final price |
| XOP | that day | +2.43% | final price |
| XOP | three days earlier | +1.64% | final price |
| XOP | five days earlier | +1.81% | final price |
| ZIM | that day | +1.00% | final price |
| ZIM | three days earlier | +0.29% | final price |
| ZIM | five days earlier | +0.53% | 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 53 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 84 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 30 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 51 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 58 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).
Where this story sits: Red Sea
Geopolitics Alpha has 74 stories about Red Sea from the past 7 days and 152 stories from the past 30. That is faster than its usual pace over the past month. “Oil hits six-month high” is tagged to Red Sea.
How solid “Oil hits six-month high” looks
12 out of 100
“Oil hits six-month high” scores 12 out of 100. The score uses 1 sources.