Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus

Published 13 Oct 2026, 10:00 UTC. Updated 18 Oct 2026, 01:08 UTC.

Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus Stocktwits

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

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
LMT	-0.43%	-0.82%	—	-1.60%	+1.95%	+4.06%	+7.83%
RTX	—	—	—	—	—	—	—
NOC	-0.38%	-0.13%	—	-0.75%	+2.20%	+2.93%	+7.22%
XLE	—	—	—	—	—	—	—
GD	-1.12%	-1.56%	—	-0.79%	-0.15%	+0.55%	+2.69%
ITA	+1.03%	-0.59%	—	-0.98%	-0.89%	+0.37%	+1.47%
XOM	—	—	—	—	—	—	—
CVX	-3.45%	-1.61%	—	+1.30%	+3.29%	+2.02%	+4.63%
USO	—	—	—	—	—	—	—
WEAT	—	—	—	—	—	—	—

Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus Stocktwits

Source: Stocktwits

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

Since the first closing price after “Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus,” United States Oil Fund (USO) is +4.67%. The S&P 500 fund (SPY) is -0.40% over the same days, a +5.06% difference versus the market. energy stocks (XLE) is +0.27%, a +4.40% difference versus that group of stocks.

Company	When	Move	Status
CVX	that day	+1.30%	final price
CVX	the next day	+3.29%	final price
CVX	two days later	+2.02%	final price
CVX	three days later	+4.63%	final price
CVX	three days earlier	-1.61%	final price
CVX	five days earlier	-3.45%	final price
GD	that day	-0.79%	final price
GD	the next day	-0.15%	final price
GD	two days later	+0.55%	final price
GD	three days later	+2.69%	final price
GD	three days earlier	-1.56%	final price
GD	five days earlier	-1.12%	final price
ITA	that day	-0.98%	final price
ITA	the next day	-0.89%	final price
ITA	two days later	+0.37%	final price
ITA	three days later	+1.47%	final price
ITA	three days earlier	-0.59%	final price
ITA	five days earlier	+1.03%	final price
LMT	that day	-1.60%	final price
LMT	the next day	+1.95%	final price
LMT	two days later	+4.06%	final price
LMT	three days later	+7.83%	final price
LMT	three days earlier	-0.82%	final price
LMT	five days earlier	-0.43%	final price
NOC	that day	-0.75%	final price
NOC	the next day	+2.20%	final price
NOC	two days later	+2.93%	final price
NOC	three days later	+7.22%	final price
NOC	three days earlier	-0.13%	final price
NOC	five days earlier	-0.38%	final price

USO

SPY

XLE

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 13 Oct 2026 story “Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus.” 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
United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus.” 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 Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus,” 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 13 Oct 2026 story “Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
UGA United States Gasoline Fund
United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
GSG iShares S&P GSCI Commodity-Indexed Trust
In “Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
DBA Invesco Db Agriculture Fund
For “Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
MOO Vaneck Etf Trust
For “Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Oil Fund (USO) and the energy link

“Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus” (13 Oct 2026) reaches United States Oil Fund (USO) through Energy.

United States Oil Fund (USO) is on the page because Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Also listed, United States Brent Oil Fund (BNO): 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)

54 out of 100

“Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus” scores 54 out of 100. The score uses 2 sources, and 19 linked companies.