Geopolitics Alpha

Oil Surge and Inflation Fears Put Global Markets on Edge

Published . Updated .

Oil Surge and Inflation Fears Put Global Markets on Edge FXEmpire

Directly affected

  • No company is named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
OXY-4.58%-1.39%—+0.85%+0.47%-0.75%+2.06%
COP-5.98%-2.44%—+2.44%+3.47%+3.03%+6.51%
VLO———————
MPC-5.88%+0.92%—+3.86%+5.51%+3.72%+4.08%
XOP———————
XLE———————
USO———————
OIH+0.75%-0.38%—+0.51%-1.62%-3.10%-1.60%

Oil Surge and Inflation Fears Put Global Markets on Edge FXEmpire

Source: FXEmpire

United States Brent Oil Fund (BNO) since “Oil Surge and Inflation Fears Put Global Markets on Edge,” compared with the market

Since the first closing price after “Oil Surge and Inflation Fears Put Global Markets on Edge,” United States Brent Oil Fund (BNO) is +3.14%. The S&P 500 fund (SPY) is -0.40% over the same days, a +3.53% difference versus the market. energy stocks (XLE) is +0.27%, a +2.87% difference versus that group of stocks.

CompanyWhenMoveStatus
COPthat day+2.44%final price
COPthe next day+3.47%final price
COPtwo days later+3.03%final price
COPthree days later+6.51%final price
COPthree days earlier-2.44%final price
COPfive days earlier-5.98%final price
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
MPCthat day+3.86%final price
MPCthe next day+5.51%final price
MPCtwo days later+3.72%final price
MPCthree days later+4.08%final price
MPCthree days earlier+0.92%final price
MPCfive days earlier-5.88%final price
OIHthat day+0.51%final price
OIHthe next day-1.62%final price
OIHtwo days later-3.10%final price
OIHthree days later-1.60%final price
OIHthree days earlier-0.38%final price
OIHfive days earlier+0.75%final price
OXYthat day+0.85%final price
OXYthe next day+0.47%final price
OXYtwo days later-0.75%final price
OXYthree days later+2.06%final price
OXYthree days earlier-1.39%final price
OXYfive days earlier-4.58%final price
BNO
SPY
XLE

Who is named in “Oil Surge and Inflation Fears Put Global Markets on Edge”

Companies carried with this story

  • BNO United States Brent Oil Fund

    For “Oil Surge and Inflation Fears Put Global Markets on Edge,” 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 Surge and Inflation Fears Put Global Markets on Edge,” 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 Surge and Inflation Fears Put Global Markets on Edge.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • USO United States Oil Fund

    For “Oil Surge and Inflation Fears Put Global Markets on Edge,” 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

  • 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 Surge and Inflation Fears Put Global Markets on Edge.” 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 Surge and Inflation Fears Put Global Markets on Edge,” 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

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Oil Surge and Inflation Fears Put Global Markets on Edge.” 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

    Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Oil Surge and Inflation Fears Put Global Markets on Edge.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Brent Oil Fund (BNO) and the energy link

On 13 Oct 2026, “Oil Surge and Inflation Fears Put Global Markets on Edge” is the story that connects United States Brent Oil Fund (BNO) to Energy.

What ties United States Brent Oil Fund (BNO) to the headline is this: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Dates and price levels for United States Brent Oil Fund (BNO)

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80. XOP traded between 177.09 and 202.25 across 20 sessions. The latest close on file is 199.52.

How solid the energy case looks

46 out of 100

“Oil Surge and Inflation Fears Put Global Markets on Edge” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.