Geopolitics Alpha

Russia oil freight rates to India hit record high in October

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Russia oil freight rates to India hit record high in October Investing.com

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

  • 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

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • 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-10.86%-5.02%—-0.34%-5.00%-11.28%-11.40%
INSW-6.27%-1.98%—+0.59%-4.52%-8.98%-11.54%
DHT-10.35%-5.03%—+1.26%-4.92%-10.67%-10.10%
TNK———————
LMT———————
RTX———————
NOC———————
GD-1.12%-1.56%—-0.79%-0.15%+0.55%+2.69%
ZIM———————
DAL+4.42%+2.56%—-0.71%-4.31%-2.55%-5.92%

Russia oil freight rates to India hit record high in October Investing.com

Source: Investing.com

How far United States Oil Fund (USO) has moved since 13 Oct 2026

Since the first closing price after “Russia oil freight rates to India hit record high in October,” United States Oil Fund (USO) is +4.67%. The S&P 500 fund (SPY) is -0.40% over the same days, a +5.06% difference versus the market. energy stocks (XLE) is +0.27%, a +4.40% difference versus that group of stocks.

CompanyWhenMoveStatus
DALthat day-0.71%final price
DALthe next day-4.31%final price
DALtwo days later-2.55%final price
DALthree days later-5.92%final price
DALthree days earlier+2.56%final price
DALfive days earlier+4.42%final price
DHTthat day+1.26%final price
DHTthe next day-4.92%final price
DHTtwo days later-10.67%final price
DHTthree days later-10.10%final price
DHTthree days earlier-5.03%final price
DHTfive days earlier-10.35%final price
FROthat day-0.34%final price
FROthe next day-5.00%final price
FROtwo days later-11.28%final price
FROthree days later-11.40%final price
FROthree days earlier-5.02%final price
FROfive days earlier-10.86%final price
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
INSWthat day+0.59%final price
INSWthe next day-4.52%final price
INSWtwo days later-8.98%final price
INSWthree days later-11.54%final price
INSWthree days earlier-1.98%final price
INSWfive days earlier-6.27%final price
USO
SPY
XLE

Who gains and who loses around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Russia oil freight rates to India hit record high in October.” 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 “Russia oil freight rates to India hit record high in October,” 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 13 Oct 2026 story “Russia oil freight rates to India hit record high in October.” 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 “Russia oil freight rates to India hit record high in October,” 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 “Russia oil freight rates to India hit record high in October,” 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

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Russia oil freight rates to India hit record high in October.” 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 “Russia oil freight rates to India hit record high in October,” 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 “Russia oil freight rates to India hit record high in October,” 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 “Russia oil freight rates to India hit record high in October” reaches United States Oil Fund (USO)

On 13 Oct 2026, “Russia oil freight rates to India hit record high in October” is the story that connects United States Oil Fund (USO) to Energy.

For United States Oil Fund (USO), the reason on file says 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

What this energy story puts on the calendar

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 “Russia oil freight rates to India hit record high in October” looks

46 out of 100

“Russia oil freight rates to India hit record high in October” scores 46 out of 100. The score uses 1 sources, and 19 linked companies.