Geopolitics Alpha

Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival

Published . Updated .

Key takeaways

  • The Agioi Fanendes, a tanker carrying about 40,000 metric tons of Russian diesel, has changed course toward New York and New Jersey, Greenpeace response.
  • Exposed: USO, XLE, BWET, FRO, DHT
  • Market reaction: XLE +1.3% on the day (still updating); USO +1.2% on the day (still updating); BWET +4.8% on the day (still updating)

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Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival

The Agioi Fanendes, a tanker carrying about 40,000 metric tons of Russian diesel, has changed course toward New York and New Jersey, Greenpeace response.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund

    United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story.

  • XLE Energy Select Sector SPDR

    Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.

  • FRO Frontline

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • DHT DHT Holdings

    DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • INSW International Seaways

    International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • TNK Teekay Tankers

    Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+2.78%+4.95%base+1.23%after closeafter closeafter close
XLE+2.11%-0.95%base+1.29%after closeafter closeafter close
BWET+35.67%+29.19%base+4.76%after closeafter closeafter close
FRO+10.52%+3.52%base+4.18%after closeafter closeafter close
DHT+6.01%-0.62%base+4.13%after closeafter closeafter close
INSW+1.26%-0.13%base+3.08%after closeafter closeafter close
TNK+3.72%+0.36%base+2.81%after closeafter closeafter close
XOM+3.07%+0.89%base+1.10%after closeafter closeafter close

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.

Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival Greenpeace

Source: Greenpeace

Price since this story was published: United States Oil Fund (USO)

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day+4.76%still updating
Amplify Commodity Trust (BWET)three days earlier+29.19%final price
Amplify Commodity Trust (BWET)five days earlier+35.67%final price
DHT Holdings (DHT)that day+4.13%still updating
DHT Holdings (DHT)three days earlier-0.62%final price
DHT Holdings (DHT)five days earlier+6.01%final price
Frontline (FRO)that day+4.18%still updating
Frontline (FRO)three days earlier+3.52%final price
Frontline (FRO)five days earlier+10.52%final price
International Seaways (INSW)that day+3.08%still updating
International Seaways (INSW)three days earlier-0.13%final price
International Seaways (INSW)five days earlier+1.26%final price
Teekay Tankers (TNK)that day+2.81%still updating
Teekay Tankers (TNK)three days earlier+0.36%final price
Teekay Tankers (TNK)five days earlier+3.72%final price
United States Oil Fund (USO)that day+1.23%still updating
United States Oil Fund (USO)three days earlier+4.95%final price
United States Oil Fund (USO)five days earlier+2.78%final price
Select Sector Spdr Tr (XLE)that day+1.29%still updating
Select Sector Spdr Tr (XLE)three days earlier-0.95%final price
Select Sector Spdr Tr (XLE)five days earlier+2.11%final price
ExxonMobil Holdings (XOM)that day+1.10%still updating
ExxonMobil Holdings (XOM)three days earlier+0.89%final price
ExxonMobil Holdings (XOM)five days earlier+3.07%final price

Congressional stock trades in United States Oil Fund (USO)

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).

Companies in energy around United States Oil Fund (USO)

The side that tends to collect

  • FRO Frontline

    For “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival,” Frontline (FRO) tends to benefit, medium confidence. Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • DHT DHT Holdings

    In “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • INSW International Seaways

    International Seaways (INSW) tends to benefit, medium confidence in the 11 Nov 2026 story “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival.” Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • TNK Teekay Tankers

    Teekay Tankers (TNK) tends to benefit, medium confidence in the 11 Nov 2026 story “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival.” Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

No up or down call on file

  • USO United States Oil Fund

    In “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival,” 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 “diesel” (oil) in this story

  • XLE Select Sector Spdr Tr

    In “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival,” 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 “diesel” (oil) in this story

  • BWET Amplify Commodity Trust

    In “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

  • XOM ExxonMobil Holdings

    In “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story

United States Oil Fund (USO) and the energy link

On 11 Nov 2026, “Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival” is the story that connects United States Oil Fund (USO) to Energy.

What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story

The price range for United States Oil Fund (USO), and the dates in the story

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

The energy score for United States Oil Fund (USO)

46 out of 100Price not final

“Russian diesel tanker idling off US east coast after heading towards New York harbour, Greenpeace calls on NY governor to act before arrival” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.