Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity)
Published . Updated .
Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity) Seeking Alpha
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
- SBLK Star Bulk Carriers
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- FRO Frontline
Longer voyages raise tanker earnings when ships avoid the Red Sea
- XLE Energy Select Sector SPDR
Energy prices move when a shipping lane is disrupted
Price reaction, T-5 to T+3
Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity) Seeking Alpha
Source: Seeking Alpha
How United States Oil Fund (USO) moved across the last 4 energy stories
United States Oil Fund (USO) the next day, across 4 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 | +2.96% | +3.24% | +2.67% | 4 |
| Select Sector Spdr Tr (XLE) | three days later | +4.13% | +6.00% | +2.27% | 4 |
How far United States Oil Fund (USO) has moved since 11 Oct 2026
Since the first closing price after “Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” United States Oil Fund (USO) is +6.44%. The S&P 500 fund (SPY) is -1.47% over the same days, a +7.91% difference versus the market. energy stocks (XLE) is +2.70%, a +3.74% 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 |
| DAC | that day | +0.32% | final price |
| DAC | the next day | -2.30% | final price |
| DAC | two days later | -3.91% | final price |
| DAC | three days later | -5.70% | final price |
| DAC | three days earlier | -2.49% | final price |
| DAC | five days earlier | -1.85% | final price |
| FRO | that day | +5.54% | final price |
| FRO | the next day | +5.19% | final price |
| FRO | two days later | +0.27% | final price |
| FRO | three days later | -6.36% | final price |
| FRO | three days earlier | -5.40% | final price |
| FRO | five days earlier | -4.17% | 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 | -1.26% | final price |
| GSL | that day | +1.55% | final price |
| GSL | the next day | +1.42% | final price |
| GSL | two days later | -3.39% | final price |
| GSL | three days later | -5.81% | final price |
| GSL | three days earlier | +0.29% | final price |
| GSL | five days earlier | +2.96% | final price |
Where this story sits: Red Sea
Red Sea has 103 linked stories in the last 7 days and 103 in the last 30 on the page that also carries “Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity).” The recent pace is rising.
Who gains and who pays if Red Sea stays in the story
Companies mentioned with this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity).” 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 tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” 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
For “Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” 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
For “Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” 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
For “Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” 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 tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” 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 tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” 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 tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” 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)
United States Oil Fund (USO) is the company in “Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity),” the 11 Oct 2026 Red Sea story.
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.
How solid the energy case looks
46 out of 100
“Oil tops $105 as Houthi attacks on Saudi Arabia raise inflation fears (CO1:COM:Commodity)” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.