Geopolitics Alpha

Oklahoma regulators delay PSO large load tariff rate case till Tuesday

Published . Updated .

Oklahoma regulators delay PSO large load tariff rate case till Tuesday

Oklahoma public utility regulators indicated this week they will consider a large load tariff request by Public Service Company next week during a meeting on

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR-0.3% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XLU Utilities Select Sector SPDR+1.8% 30d

    Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story.

  • CAT Caterpillar-10.5% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • DE Deere-5.5% 30d

    Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • WMT Walmart+11.3% 30d

    Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • NKE Nike+2.1% 30d

    Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • NEE NextEra Energy-0.7% 30d

    NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLINo price data for this ticker———————
XRTNo price data for this ticker———————
XLUNo price data for this ticker———————
CATNo price data for this ticker———————
DENo price data for this ticker———————
WMTNo price data for this ticker———————
NKE+3.08%+1.98%base+3.38%after closeafter closeafter close
NEENo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Oklahoma regulators delay PSO large load tariff rate case till Tuesday Oklahoma Energy Today

Source: Oklahoma Energy Today

The price since 29 Oct 2026: Select Sector Spdr Tr (XLI) versus the S&P 500

CompanyWhenMoveStatus
Nike (NKE)that day+3.38%final price
Nike (NKE)three days earlier+1.98%final price
Nike (NKE)five days earlier+3.08%final price

Trades by members of Congress and officials in the stocks in this story

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).

Who gains and who loses around Select Sector Spdr Tr (XLI)

Companies mentioned with this story

  • XLI Select Sector Spdr Tr

    Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Oklahoma regulators delay PSO large load tariff rate case till Tuesday.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

  • XRT Spdr Series Trust

    For “Oklahoma regulators delay PSO large load tariff rate case till Tuesday,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

  • CAT Caterpillar

    For “Oklahoma regulators delay PSO large load tariff rate case till Tuesday,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • DE Deere

    Deere (DE) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Oklahoma regulators delay PSO large load tariff rate case till Tuesday.” Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • WMT Walmart

    Walmart (WMT) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Oklahoma regulators delay PSO large load tariff rate case till Tuesday.” Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • NKE Nike

    For “Oklahoma regulators delay PSO large load tariff rate case till Tuesday,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

Select Sector Spdr Tr (XLI)

“Oklahoma regulators delay PSO large load tariff rate case till Tuesday” (29 Oct 2026) reaches Select Sector Spdr Tr (XLI) through this story.

The link for Select Sector Spdr Tr (XLI) is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

Spdr Series Trust (XRT) is here too. Its reason reads: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

Dates and price levels for Select Sector Spdr Tr (XLI)

CAT traded between 679.58 and 876.39 across 20 sessions. The latest close on file is 714.89. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 168.51. XRT traded between 83.12 and 85.33 across 1 sessions. The latest close on file is 83.23.

How strong the case is around Select Sector Spdr Tr (XLI)

46 out of 100

“Oklahoma regulators delay PSO large load tariff rate case till Tuesday” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.