Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears
Published . Updated .
Key takeaways
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.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
This report is about oil and container shipping. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- XLE Energy Select Sector SPDR
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.
- XOM ExxonMobil Holdings
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- CVX Chevron
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- COP ConocoPhillips
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- SHEL Shell
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- ZIM ZIM Integrated Shipping Services
ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container 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 | +1.59% | -3.20% | base | after close | after close | after close | after close |
| XLE | -4.15% | -3.23% | base | after close | after close | after close | after close |
| BWET | +16.99% | -9.44% | base | after close | after close | after close | after close |
| XOM | -2.28% | -3.14% | base | after close | after close | after close | after close |
| CVX | -1.78% | -2.44% | base | after close | after close | after close | after close |
| COP | -2.69% | -3.19% | base | after close | after close | after close | after close |
| SHEL | +0.54% | -1.30% | base | after close | after close | after close | after close |
| ZIM | -4.43% | -3.95% | 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.
Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears FXEmpire
Source: FXEmpire
Earlier energy stories for United States Oil Fund (USO): 17 cases
United States Oil Fund (USO) the next day, across 17 earlier stories: average -2.42%, largest gain +2.60%, largest drop -6.32%, from 16 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | -2.42% | +2.60% | -6.32% | 16 |
| United States Oil Fund (USO) | three days later | -6.86% | -2.71% | -12.25% | 16 |
| Select Sector Spdr Tr (XLE) | the next day | -5.78% | -2.99% | -6.96% | 12 |
| Select Sector Spdr Tr (XLE) | three days later | -6.17% | -2.06% | -11.35% | 12 |
| Amplify Commodity Trust (BWET) | the next day | -12.13% | -4.78% | -19.70% | 17 |
| Amplify Commodity Trust (BWET) | three days later | -28.43% | -26.29% | -30.61% | 17 |
| ExxonMobil Holdings (XOM) | the next day | -4.41% | -1.94% | -6.87% | 12 |
| ExxonMobil Holdings (XOM) | three days later | -5.08% | -2.97% | -7.18% | 12 |
- UAE Weighs Plans for Third Strait of Hormuz Bypass Pipeline
- Could Democrats Unlock Hormuz After Midterm Rout? LNG Markets Watching Washington
- UAE Mulls Third Crude Oil Pipeline to Avoid Strait of Hormuz
- UAE mulls 3rd oil pipeline to bypass Strait of Hormuz: Report
- UAE Mulls Third Crude Oil Pipeline To Avoid Strait Of Hormuz - Bloomberg News
- Europe Faces Lowest Storage Levels Since 2013 as Hormuz Crisis Cuts Global LNG Supply
Price since this story was published: United States Oil Fund (USO)
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | -9.44% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +16.99% | final price |
| Conocophillips (COP) | three days earlier | -3.19% | final price |
| Conocophillips (COP) | five days earlier | -2.69% | final price |
| Chevron (CVX) | three days earlier | -2.44% | final price |
| Chevron (CVX) | five days earlier | -1.78% | final price |
| Shell (SHEL) | three days earlier | -1.30% | final price |
| Shell (SHEL) | five days earlier | +0.54% | final price |
| United States Oil Fund (USO) | three days earlier | -3.20% | final price |
| United States Oil Fund (USO) | five days earlier | +1.59% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -3.23% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -4.15% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -3.14% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -2.28% | final price |
| ZIM Integrated Shipping Services (ZIM) | three days earlier | -3.95% | final price |
| ZIM Integrated Shipping Services (ZIM) | five days earlier | -4.43% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 73 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 50 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 71 days before publication. Filed 7 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 78 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 80 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 83 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).
The Strait of Hormuz count beside this story
Geopolitics Alpha has 210 stories about Strait of Hormuz from the past 7 days and 710 stories from the past 30. That is about its usual pace over the past month. “Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears” is tagged to Strait of Hormuz.
United States Oil Fund (USO) on one side of this energy story
Companies that tend to gain
- XOM ExxonMobil Holdings
For “Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears,” 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 “oil” (oil) in this story
- CVX Chevron
For “Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears,” Chevron (CVX) tends to benefit, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
No up or down call on file
- USO United States Oil Fund
For “Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears,” 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 “oil” (oil) in this story
- XLE Select Sector Spdr Tr
In “Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears,” 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 “oil” (oil) in this story
- BWET Amplify Commodity Trust
In “Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
- COP Conocophillips
Conocophillips (COP) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
How energy news reaches United States Oil Fund (USO)
United States Oil Fund (USO) is the company in “Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears,” the 12 Nov 2026 Strait of Hormuz story.
United States Oil Fund (USO) is on the page because United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
Price levels for United States Oil Fund (USO)
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
How strong the case is around United States Oil Fund (USO)
46 out of 100
“Oil News: WTI and Brent Rise as Hormuz Shipping Disruptions Renew Supply Fears” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.