Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict
Published . Updated .
Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict CNBC
Directly affected
- No company is named in this report.
Indirectly affected
- ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
- MATX Matson
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
Ship owners earn more when vessels are tied up longer
- 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
- GD General Dynamics
Defense contractors get more work when conflict spending rises
- SBLK Star Bulk Carriers
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
Price reaction, T-5 to T+3
Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict CNBC
Source: CNBC
How United States Oil Fund (USO) moved across the last 9 energy stories
United States Oil Fund (USO) the next day, across 9 earlier stories: average +3.26%, largest gain +3.26%, largest drop +3.26%, from 1 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | +3.26% | +3.26% | +3.26% | 1 |
| United States Oil Fund (USO) | three days later | +6.12% | +6.12% | +6.12% | 1 |
| Select Sector Spdr Tr (XLE) | the next day | +2.93% | +3.24% | +2.41% | 9 |
| Select Sector Spdr Tr (XLE) | three days later | +3.34% | +6.00% | +2.27% | 9 |
- Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears
- Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity)
- Attacks by Houthis on Saudi airports highlight widening fallout from Yemen conflict
- Jordan Condemns Houthi Attacks on Saudi Airports That Killed Three
- Saudi minister vows 'serious response' to Houthi attacks on airports
- Oil prices spike after Houthi attacks on Saudi airports
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 traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” 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 |
|---|---|---|---|
| DAC | that day | -2.61% | final price |
| DAC | the next day | -4.21% | final price |
| DAC | two days later | -6.00% | final price |
| DAC | three days later | -6.72% | final price |
| DAC | three days earlier | +0.47% | final price |
| DAC | five days earlier | -1.90% | 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 |
| GOGL | that day | 0.00% | final price |
| GOGL | the next day | 0.00% | final price |
| GOGL | two days later | 0.00% | final price |
| GOGL | three days later | 0.00% | final price |
| GOGL | three days earlier | 0.00% | final price |
| GOGL | five days earlier | 0.00% | final price |
| GSL | that day | -0.12% | final price |
| GSL | the next day | -4.86% | final price |
| GSL | two days later | -7.24% | final price |
| GSL | three days later | -8.79% | final price |
| GSL | three days earlier | +0.38% | final price |
| GSL | five days earlier | +0.44% | 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 |
The Red Sea count beside this story
Red Sea has 101 linked stories in the last 7 days and 101 in the last 30 on the page that also carries “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict.” The recent pace is rising.
Companies in energy around United States Oil Fund (USO)
Companies carried with this story
- USO United States Oil Fund
In “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” United States Oil Fund (USO) 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
- BNO United States Brent Oil Fund
In “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” 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
In “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” 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
In “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) 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
- UGA United States Gasoline Fund
In “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” United States Gasoline Fund (UGA) 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
- GSG iShares S&P GSCI Commodity-Indexed Trust
In “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” 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
In “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” 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 fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict,” 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
How a Red Sea shock reaches United States Oil Fund (USO)
On 13 Oct 2026, “Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict” is the story that connects United States Oil Fund (USO) to Red Sea.
What ties United States Oil Fund (USO) to the headline is this: 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
Dates and 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.
How solid the energy case looks
46 out of 100
“Oil prices fall as traders assess Russian diesel supply prospects and Saudi-Houthi conflict” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.