Geopolitics Alpha

Shell Maximizes Diesel Production During Supply Crunch

Published . Updated .

GEOPOLITICS ALPHAShell Maximizes Diesel ProductionDuring Supply CrunchSHELGEOPOLITICS ALPHA

This report is about oil.

Directly affected

  • SHEL Shell+0.1% 13d

    Named in this report.

Indirectly affected

  • USO United States Oil Fund+7.3% 30d

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

  • XLE Energy Select Sector SPDR+6.2% 30d

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

  • XOM ExxonMobil Holdings+10.3% 14d

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

  • CVX Chevron+8.4% 30d

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

  • COP ConocoPhillips+8.0% 30d

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

  • OXY Occidental Petroleum+1.5% 30d

    Occidental Petroleum (crude petroleum and natural gas): 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
SHEL+0.66%+1.71%base+2.44%after closeafter closeafter close
USO-2.52%-0.26%base+0.32%after closeafter closeafter close
XLE-1.29%+1.72%base+0.37%after closeafter closeafter close
XOM-2.14%+1.35%base+0.18%after closeafter closeafter close
CVX-1.18%+1.19%base+0.93%after closeafter closeafter close
COP-2.27%+1.58%base+0.21%after closeafter closeafter close
OXYNo 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.

Shell Maximizes Diesel Production During Supply Crunch WSJ

Source: The Wall Street Journal

United States Oil Fund (USO) since “Shell Maximizes Diesel Production During Supply Crunch,” compared with the market

CompanyWhenMoveStatus
Conocophillips (COP)that day+0.21%final price
Conocophillips (COP)three days earlier+1.58%final price
Conocophillips (COP)five days earlier-2.27%final price
Chevron (CVX)that day+0.93%final price
Chevron (CVX)three days earlier+1.19%final price
Chevron (CVX)five days earlier-1.18%final price
Shell (SHEL)that day+2.44%final price
Shell (SHEL)three days earlier+1.71%final price
Shell (SHEL)five days earlier+0.66%final price
United States Oil Fund (USO)that day+0.32%final price
United States Oil Fund (USO)three days earlier-0.26%final price
United States Oil Fund (USO)five days earlier-2.52%final price
Select Sector Spdr Tr (XLE)that day+0.37%final price
Select Sector Spdr Tr (XLE)three days earlier+1.72%final price
Select Sector Spdr Tr (XLE)five days earlier-1.29%final price
ExxonMobil Holdings (XOM)that day+0.18%final price
ExxonMobil Holdings (XOM)three days earlier+1.35%final price
ExxonMobil Holdings (XOM)five days earlier-2.14%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 United States Oil Fund (USO)

Companies carried with this story

  • USO United States Oil Fund

    In “Shell Maximizes Diesel Production During Supply Crunch,” 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

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Shell Maximizes Diesel Production During Supply Crunch.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story

  • SHEL Shell

    Shell (SHEL) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Shell Maximizes Diesel Production During Supply Crunch.” Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story

  • XOM ExxonMobil Holdings

    In “Shell Maximizes Diesel Production During Supply Crunch,” 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

  • CVX Chevron

    In “Shell Maximizes Diesel Production During Supply Crunch,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story

  • COP Conocophillips

    For “Shell Maximizes Diesel Production During Supply Crunch,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story

How “Shell Maximizes Diesel Production During Supply Crunch” reaches United States Oil Fund (USO)

On 29 Oct 2026, “Shell Maximizes Diesel Production During Supply Crunch” is the story that connects United States Oil Fund (USO) to this story.

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

Dates and price levels for United States Oil Fund (USO)

SHEL traded between 92.79 and 99.16 across 12 sessions. The latest close on file is 96.51. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 166.69. XLE traded between 61.05 and 69.86 across 20 sessions. The latest close on file is 68.46.

How solid “Shell Maximizes Diesel Production During Supply Crunch” looks

46 out of 100

“Shell Maximizes Diesel Production During Supply Crunch” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.