Geopolitics Alpha

Oil prices fall as Russia diesel export claims offset Gulf supply concerns

Published . Updated .

Oil prices fall as Russia diesel export claims offset Gulf supply concerns 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-0.43%-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 fall as Russia diesel export claims offset Gulf supply concerns Investing.com

Source: Investing.com

The price since 13 Oct 2026: United States Oil Fund (USO) versus the S&P 500

Since the first closing price after “Oil prices fall as Russia diesel export claims offset Gulf supply concerns,” 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.

CompanyWhenMoveStatus
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
ITAthat day-0.98%final price
ITAthe next day-0.89%final price
ITAtwo days later+0.37%final price
ITAthree days later+1.47%final price
ITAthree days earlier-0.59%final price
ITAfive days earlier+1.03%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
NOCthat day-0.75%final price
NOCthe next day+2.20%final price
NOCtwo days later+2.93%final price
NOCthree days later+7.22%final price
NOCthree days earlier-0.13%final price
NOCfive days earlier-0.38%final price
USO
SPY
XLE

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 13 Oct 2026 story “Oil prices fall as Russia diesel export claims offset Gulf supply concerns.” 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 prices fall as Russia diesel export claims offset Gulf supply concerns,” 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

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Oil prices fall as Russia diesel export claims offset Gulf supply concerns.” 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 fall as Russia diesel export claims offset Gulf supply concerns.” 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 fall as Russia diesel export claims offset Gulf supply concerns.” 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 fall as Russia diesel export claims offset Gulf supply concerns,” 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 fall as Russia diesel export claims offset Gulf supply concerns,” 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

    In “Oil prices fall as Russia diesel export claims offset Gulf supply concerns,” 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 fall as Russia diesel export claims offset Gulf supply concerns” (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

United States Brent Oil Fund (BNO) is here too. Its reason reads: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

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.

A simple score for United States Oil Fund (USO)

46 out of 100

“Oil prices fall as Russia diesel export claims offset Gulf supply concerns” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.