Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks
Published . Updated .
Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks WSJ
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
Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks WSJ
Source: The Wall Street Journal
United States Oil Fund (USO) since this story, compared with the market
Since the first closing price after “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks,” United States Oil Fund (USO) is +5.04%. The S&P 500 fund (SPY) is -1.47% over the same days, a +6.51% difference versus the market. energy stocks (XLE) is +0.92%, a +4.13% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +1.43% | final price |
| CVX | the next day | +2.75% | final price |
| CVX | two days later | +4.76% | final price |
| CVX | three days later | +3.48% | final price |
| CVX | three days earlier | -3.22% | final price |
| CVX | five days earlier | -2.61% | final price |
| GD | that day | +1.14% | final price |
| GD | the next day | +0.35% | final price |
| GD | two days later | +0.99% | final price |
| GD | three days later | +1.70% | final price |
| GD | three days earlier | -1.46% | final price |
| GD | five days earlier | +0.12% | final price |
| ITA | that day | -0.28% | final price |
| ITA | the next day | -1.26% | final price |
| ITA | two days later | -1.17% | final price |
| ITA | three days later | +0.09% | final price |
| ITA | three days earlier | -1.47% | final price |
| ITA | five days earlier | +0.06% | final price |
| LMT | that day | +0.48% | final price |
| LMT | the next day | -1.13% | final price |
| LMT | two days later | +2.44% | final price |
| LMT | three days later | +4.55% | final price |
| LMT | three days earlier | -2.04% | final price |
| LMT | five days earlier | -0.61% | final price |
| NOC | that day | +0.86% | final price |
| NOC | the next day | +0.11% | final price |
| NOC | two days later | +3.08% | final price |
| NOC | three days later | +3.81% | final price |
| NOC | three days earlier | -1.50% | final price |
| NOC | five days earlier | -1.00% | final price |
Where this story sits: Middle East
Middle East has 0 linked stories in the last 7 days and 0 in the last 30 on the page that also carries “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks.”
Who gains and who loses around United States Oil Fund (USO)
Companies carried with this story
- USO United States Oil Fund
For “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks,” 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
For “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks,” 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 12 Oct 2026 story “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks.” 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
For “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks,” 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
United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks.” 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
iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks.” 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
Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks.” 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 Weigh Russian Diesel Deal, Middle East Supply Risks,” 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 energy news reaches United States Oil Fund (USO)
On 12 Oct 2026, “Oil Prices Fall as Traders Weigh Russian Diesel Deal, Middle East Supply Risks” is the story that connects United States Oil Fund (USO) to Middle East.
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 in the story, and the United States Oil Fund (USO) price range
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 Traders Weigh Russian Diesel Deal, Middle East Supply Risks” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.