Russian Diesel Tanker Makes U-Turn After Heading to U.S.
Published . Updated .
Key takeaways
- (Bloomberg) — A tanker carrying Russian diesel that had briefly signaled the US made a U-turn about 400 nautical miles off New York, compounding uncertainty over deliveries to the North American market....
- Exposed: USO, XLE, BWET, FRO, DHT
- Market reaction: XLE +1.6% on the day; USO +0.1% on the day; BWET +4.9% on the day
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(Bloomberg) — A tanker carrying Russian diesel that had briefly signaled the US made a U-turn about 400 nautical miles off New York, compounding uncertainty over deliveries to the North American market....
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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | +2.78% | +4.95% | base | +0.08% | after close | after close | after close |
| XLE | +2.11% | -0.95% | base | +1.59% | after close | after close | after close |
| BWET | +35.67% | +29.19% | base | +4.90% | after close | after close | after close |
| FRO | +10.52% | +3.52% | base | +3.59% | after close | after close | after close |
| DHT | +6.01% | -0.62% | base | +4.01% | after close | after close | after close |
| INSW | +1.26% | -0.13% | base | +3.85% | after close | after close | after close |
| TNK | +3.72% | +0.36% | base | +2.97% | after close | after close | after close |
| XOM | +3.07% | +0.89% | base | +1.13% | after close | after close | after 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 Makes U-Turn After Heading to U.S. gCaptain
Source: gCaptain
United States Oil Fund (USO) compared with energy stocks (XLE) since 11 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | that day | +4.90% | final price |
| 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 | +4.01% | final price |
| DHT Holdings (DHT) | three days earlier | -0.62% | final price |
| DHT Holdings (DHT) | five days earlier | +6.01% | final price |
| Frontline (FRO) | that day | +3.59% | final price |
| Frontline (FRO) | three days earlier | +3.52% | final price |
| Frontline (FRO) | five days earlier | +10.52% | final price |
| International Seaways (INSW) | that day | +3.85% | final price |
| 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 | +2.97% | final price |
| 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 | +0.08% | final price |
| 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 | +1.59% | final price |
| 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 | +1.13% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +0.89% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +3.07% | final price |
Congressional trades in United States Oil Fund (USO) around 11 Nov 2026
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 72 days before publication. Filed 25 Sep 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).
United States Oil Fund (USO) on one side of this energy story
The side that tends to collect
- FRO Frontline
For “Russian Diesel Tanker Makes U-Turn After Heading to U.S.,” 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
For “Russian Diesel Tanker Makes U-Turn After Heading to U.S.,” 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
In “Russian Diesel Tanker Makes U-Turn After Heading to U.S.,” International Seaways (INSW) tends to benefit, medium confidence. 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
For “Russian Diesel Tanker Makes U-Turn After Heading to U.S.,” Teekay Tankers (TNK) tends to benefit, medium confidence. 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 Makes U-Turn After Heading to U.S.,” 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
For “Russian Diesel Tanker Makes U-Turn After Heading to U.S.,” 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 Makes U-Turn After Heading to U.S.,” 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 Makes U-Turn After Heading to U.S.,” 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
The 11 Nov 2026 story “Russian Diesel Tanker Makes U-Turn After Heading to U.S.” names United States Oil Fund (USO) because of 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
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story
Price levels for United States Oil Fund (USO)
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 100
“Russian Diesel Tanker Makes U-Turn After Heading to U.S.” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.