Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound
Published . Updated .
This report is about oil and container shipping. Names like XOM typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+2.7% 30d
United States Oil Fund: its price follows crude oil. Linked by “crude” (oil) in this story.
- XLE Energy Select Sector SPDR+5.6% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “crude” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF+61.1% 18d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “port” (container shipping) in this story.
- XOM ExxonMobil Holdings+11.8% 12d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story.
- CVX Chevron+6.5% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story.
- SHEL Shell+0.1% 13d
Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story.
- OXY Occidental Petroleum+3.7% 19d
Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story.
- ZIM ZIM Integrated Shipping Services-0.1% 30d
ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “port” (container shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | -3.36% | -2.27% | base | -1.78% | after close | after close | after close |
| XLE | -2.42% | -2.96% | base | -1.97% | after close | after close | after close |
| BWET | -3.51% | +0.00% | base | +0.12% | after close | after close | after close |
| XOM | -3.61% | -3.44% | base | -2.35% | after close | after close | after close |
| CVX | -2.74% | -2.34% | base | -1.51% | after close | after close | after close |
| SHELNo price data for this ticker | — | — | — | — | — | — | — |
| OXYNo price data for this ticker | — | — | — | — | — | — | — |
| ZIMNo 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.
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Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound Bloomberg.com
Source: Bloomberg
Earlier energy stories for United States Oil Fund (USO): 3 cases
In the last 3 similar stories, United States Oil Fund (USO) moved an average of -0.67% the next day. The best was -0.66% and the worst was -0.68%, from 2 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | -0.67% | -0.66% | -0.68% | 2 |
| United States Oil Fund (USO) | three days later | +2.92% | +5.37% | +0.46% | 2 |
| Select Sector Spdr Tr (XLE) | the next day | +0.06% | +0.52% | -0.41% | 2 |
| Select Sector Spdr Tr (XLE) | three days later | +0.64% | +2.23% | -0.96% | 2 |
| ExxonMobil Holdings (XOM) | the next day | -0.86% | -0.08% | -1.64% | 2 |
| ExxonMobil Holdings (XOM) | three days later | +2.80% | +2.80% | +2.80% | 1 |
The price since 27 Oct 2026: United States Oil Fund (USO) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | +0.12% | final price |
| Amplify Commodity Trust (BWET) | three days earlier | 0.00% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | -3.51% | final price |
| Chevron (CVX) | that day | -1.51% | final price |
| Chevron (CVX) | three days earlier | -2.34% | final price |
| Chevron (CVX) | five days earlier | -2.74% | final price |
| United States Oil Fund (USO) | that day | -1.78% | final price |
| United States Oil Fund (USO) | three days earlier | -2.27% | final price |
| United States Oil Fund (USO) | five days earlier | -3.36% | final price |
| Select Sector Spdr Tr (XLE) | that day | -1.97% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -2.96% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -2.42% | final price |
| ExxonMobil Holdings (XOM) | that day | -2.35% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -3.44% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -3.61% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 57 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 88 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 34 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 62 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Occidental Petroleum (OXY), worth $100,001 - $250,000 on 21 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
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).
How busy Baltic Sea has been lately
Geopolitics Alpha has 2 stories about Baltic Sea from the past 7 days and 5 stories from the past 30. That is faster than its usual pace over the past month. “Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound” is tagged to Baltic Sea.
United States Oil Fund (USO) on one side of this energy story
Companies that tend to gain
- XOM ExxonMobil Holdings
In “Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound,” ExxonMobil Holdings (XOM) tends to benefit, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story
No up or down call on file
- USO United States Oil Fund
In “Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “crude” (oil) in this story
- XLE Select Sector Spdr Tr
In “Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “crude” (oil) in this story
- BWET Amplify Commodity Trust
In “Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “port” (container shipping) in this story
- CVX Chevron
Chevron (CVX) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “crude” (oil) in this story
What Baltic Sea means for United States Oil Fund (USO)
On 27 Oct 2026, “Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound” is the story that connects United States Oil Fund (USO) to Baltic Sea.
What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “crude” (oil) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “crude” (oil) in this story
Price levels for United States Oil Fund (USO)
BWET traded between 788.51 and 1047.07 across 15 sessions. The latest close on file is 931.01. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 166.26. XLE traded between 60.95 and 69.86 across 20 sessions. The latest close on file is 69.64.
What the saved facts support for United States Oil Fund (USO)
46 out of 100
“Russia Ships Less Crude Even as Key Baltic Port’s Flows Rebound” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.