Geopolitics Alpha

Oil prices jump 5% on Middle East tensions and US hurricane threat

Published . Updated .

Global bond market sell-off continues and stocks fall amid reports White House has asked to see options for more strikes against Iran Oil prices have risen sharply amid fears about escalating tensions in the Middle East and a squeeze on production from the threat of a hurricane off the US coast. Brent crude, the international benchmark, rose by 5% to $105.3 a barrel on Thursday, triggering a wave of selling in the global bond and stock markets. Continue reading...

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • USO United States Oil Fund

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
LMT———————
RTX———————
XOM———————
DAL———————

Global bond market sell-off continues and stocks fall amid reports White House has asked to see options for more strikes against Iran Oil prices have risen sharply amid fears about escalating tensions in the Middle East and a squeeze on pr…

Source: The Guardian

How far Advanced Energy Industries (AEIS) has moved since 11 Oct 2026

Since the first closing price after “Oil prices jump 5% on Middle East tensions and US hurricane threat,” Advanced Energy Industries (AEIS) is -14.32%. The S&P 500 fund (SPY) is -1.47% over the same days, a -12.85% difference versus the market.

CompanyWhenMoveStatus
Advanced Energy Industries (AEIS)that day-2.73%final price
Advanced Energy Industries (AEIS)the next day-1.26%final price
Advanced Energy Industries (AEIS)two days later-3.89%final price
Advanced Energy Industries (AEIS)three days later-5.72%final price
Advanced Energy Industries (AEIS)three days earlier+1.80%final price
Advanced Energy Industries (AEIS)five days earlier+0.65%final price
Amplify Energy (AMPY)that day+2.91%final price
Amplify Energy (AMPY)the next day+0.22%final price
Amplify Energy (AMPY)two days later+1.23%final price
Amplify Energy (AMPY)three days later+3.36%final price
Amplify Energy (AMPY)three days earlier-0.67%final price
Amplify Energy (AMPY)five days earlier-1.79%final price
Atmos Energy (ATO)that day+0.93%final price
Atmos Energy (ATO)the next day+1.55%final price
Atmos Energy (ATO)two days later+2.03%final price
Atmos Energy (ATO)three days later+2.67%final price
Atmos Energy (ATO)three days earlier-0.73%final price
Atmos Energy (ATO)five days earlier-1.76%final price
Bloom Energy (BE)that day-6.35%final price
Bloom Energy (BE)the next day-3.79%final price
Bloom Energy (BE)two days later-9.90%final price
Bloom Energy (BE)three days later-9.54%final price
Bloom Energy (BE)three days earlier-1.62%final price
Bloom Energy (BE)five days earlier-4.61%final price
Baytex Energy (BTE)that day+3.72%final price
Baytex Energy (BTE)the next day+5.36%final price
Baytex Energy (BTE)two days later+6.67%final price
Baytex Energy (BTE)three days later+9.51%final price
Baytex Energy (BTE)three days earlier+2.40%final price
Baytex Energy (BTE)five days earlier-0.33%final price
AEIS
SPY

Filings that name Advanced Energy Industries (AEIS) around 11 Oct 2026

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).

Middle East on the map for this story

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 jump 5% on Middle East tensions and US hurricane threat.”

Who gains and who pays if Middle East stays in the story

Companies carried with this story

  • AEIS Advanced Energy Industries

    For “Oil prices jump 5% on Middle East tensions and US hurricane threat,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    Amplify Energy (AMPY) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Oil prices jump 5% on Middle East tensions and US hurricane threat.” Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    In “Oil prices jump 5% on Middle East tensions and US hurricane threat,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BE Bloom Energy

    In “Oil prices jump 5% on Middle East tensions and US hurricane threat,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BTE Baytex Energy

    For “Oil prices jump 5% on Middle East tensions and US hurricane threat,” Baytex Energy (BTE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BTE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BTU Peabody Energy

    Peabody Energy (BTU) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Oil prices jump 5% on Middle East tensions and US hurricane threat.” Reason on file: GA selected BTU as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

What Middle East means for Advanced Energy Industries (AEIS)

Advanced Energy Industries (AEIS) is the company in “Oil prices jump 5% on Middle East tensions and US hurricane threat,” the 11 Oct 2026 Middle East story.

For Advanced Energy Industries (AEIS), the reason on file says GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Amplify Energy (AMPY): GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Advanced Energy Industries (AEIS) price range

AEIS traded between 235.20 and 309.05 across 20 sessions. The latest close on file is 240.77. AMPY traded between 4.11 and 4.67 across 20 sessions. The latest close on file is 4.53. ATO traded between 154.71 and 167.76 across 20 sessions. The latest close on file is 164.67.

What the saved facts support for Advanced Energy Industries (AEIS)

46 out of 100

“Oil prices jump 5% on Middle East tensions and US hurricane threat” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.