Geopolitics Alpha

Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%

Published . Updated .

Key takeaways

  • Higher energy prices drives annualised price growth to highest level since December 2023
  • Exposed: USO, XLE, XLRE, BWET, VGK
  • Market reaction: USO +2.4% on the day (still updating); XLE +1.6% on the day (still updating); BWET +4.9% on the day (still updating)

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Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%

Higher energy prices drives annualised price growth to highest level since December 2023

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 “fuel costs” (oil) in this story.

  • XLE Energy Select Sector SPDR

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

  • XLRE Real Estate Select Sector SPDR

    Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story.

  • BWET Breakwave Tanker Shipping ETF

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

  • VGK Vanguard FTSE Europe ETF

    Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“irish”).

  • BWX SPDR Bloomberg International Treasury Bond ETF

    SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Europe

  • EFA iShares MSCI EAFE ETF

    iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Europe

  • SHEL Shell

    Shell (crude petroleum and natural gas, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “fuel costs” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+2.78%+4.95%base+2.37%after closeafter closeafter close
XLE+2.11%-0.95%base+1.57%after closeafter closeafter close
XLRE+1.14%-1.35%base-0.28%after closeafter closeafter close
BWET+35.67%+29.19%base+4.90%after closeafter closeafter close
VGK+0.65%-2.62%base-0.77%after closeafter closeafter close
BWX+0.44%+0.07%base-0.63%after closeafter closeafter close
EFA+1.31%-2.38%base-0.25%after closeafter closeafter close
SHEL+4.68%+1.86%base+0.63%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.

Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3% The Irish Times

Source: The Irish Times

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

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day+4.90%still updating
Amplify Commodity Trust (BWET)three days earlier+29.19%final price
Amplify Commodity Trust (BWET)five days earlier+35.67%final price
Spdr Series Trust (BWX)that day-0.63%still updating
Spdr Series Trust (BWX)three days earlier+0.07%final price
Spdr Series Trust (BWX)five days earlier+0.44%final price
Ishares Tr (EFA)that day-0.25%still updating
Ishares Tr (EFA)three days earlier-2.38%final price
Ishares Tr (EFA)five days earlier+1.31%final price
Shell (SHEL)that day+0.63%still updating
Shell (SHEL)three days earlier+1.86%final price
Shell (SHEL)five days earlier+4.68%final price
United States Oil Fund (USO)that day+2.37%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
Vanguard Intl Equity Index F (VGK)that day-0.77%still updating
Vanguard Intl Equity Index F (VGK)three days earlier-2.62%final price
Vanguard Intl Equity Index F (VGK)five days earlier+0.65%final price
Select Sector Spdr Tr (XLE)that day+1.57%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
Select Sector Spdr Tr (XLRE)that day-0.28%still updating
Select Sector Spdr Tr (XLRE)three days earlier-1.35%final price
Select Sector Spdr Tr (XLRE)five days earlier+1.14%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).

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

Companies carried with this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “fuel costs” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%,” 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 “fuel costs” (oil) in this story

  • XLRE Select Sector Spdr Tr

    In “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%,” Select Sector Spdr Tr (XLRE) is linked, with no stored direction, medium confidence. Reason on file: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “fuel costs” (tanker shipping) in this story

  • VGK Vanguard Intl Equity Index F

    Vanguard Intl Equity Index F (VGK) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%.” Reason on file: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“irish”)

  • BWX Spdr Series Trust

    For “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%,” Spdr Series Trust (BWX) is linked, with no stored direction, medium confidence. Reason on file: SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Europe

  • EFA Ishares Tr

    For “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%,” Ishares Tr (EFA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Europe

  • SHEL Shell

    Shell (SHEL) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%.” Reason on file: Shell (crude petroleum and natural gas, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “fuel costs” (oil) in this story

United States Oil Fund (USO)

On 11 Nov 2026, “Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%” is the story that connects United States Oil Fund (USO) to this story.

United States Oil Fund (USO) is on the page because United States Oil Fund: its price follows crude oil. Linked by “fuel costs” (oil) in this story

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

Price levels for United States Oil Fund (USO)

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. XLRE traded between 40.28 and 43.70 across 20 sessions. The latest close on file is 43.64.

How strong the case is around United States Oil Fund (USO)

46 out of 100Price not final

“Soaring housing, energy and fuel costs drive Irish inflation to three-year high of 4.3%” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.