Geopolitics Alpha

South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share

Published . Updated .

Key takeaways

  • South Sudan is courting fresh capital for 14 exploration blocks and a production increase from roughly 170,000 barrels per day to 230,000, which investors would find impossible to control once those barrels left the country.
  • Exposed: USO, XLE, BWET, AFK, XOM
  • Market reaction: price tracking starts with the next trading session.

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South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share

South Sudan is courting fresh capital for 14 exploration blocks and a production increase from roughly 170,000 barrels per day to 230,000, which investors would find impossible to control once those barrels left the country.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund-1.1% 30d

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

  • XLE Energy Select Sector SPDR+6.9% 30d

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

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

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

  • AFK VanEck Africa Index ETF

    VanEck Africa Index ETF holds stocks listed in Africa, which this story is about (“sudan”).

  • XOM ExxonMobil Holdings-2.7% 17d

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

  • CVX Chevron+3.1% 30d

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

  • COP ConocoPhillips+4.0% 30d

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

  • SHEL Shell+1.1% 9d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+2.78%+4.95%baseafter closeafter closeafter closeafter close
XLE+2.11%-0.95%baseafter closeafter closeafter closeafter close
BWET+35.67%+29.19%baseafter closeafter closeafter closeafter close
AFK-2.84%-1.74%baseafter closeafter closeafter closeafter close
XOM+3.07%+0.89%baseafter closeafter closeafter closeafter close
CVX+2.73%+0.67%baseafter closeafter closeafter closeafter close
COP+0.96%+0.52%baseafter closeafter closeafter closeafter close
SHEL+4.68%+1.86%baseafter closeafter 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.

South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share Crude Oil Prices Today | OilPrice.com

Source: Crude Oil Prices Today | OilPrice.com

How far United States Oil Fund (USO) has moved since 11 Nov 2026

CompanyWhenMoveStatus
Vaneck Etf Trust (AFK)three days earlier-1.74%final price
Vaneck Etf Trust (AFK)five days earlier-2.84%final price
Amplify Commodity Trust (BWET)three days earlier+29.19%final price
Amplify Commodity Trust (BWET)five days earlier+35.67%final price
Conocophillips (COP)three days earlier+0.52%final price
Conocophillips (COP)five days earlier+0.96%final price
Chevron (CVX)three days earlier+0.67%final price
Chevron (CVX)five days earlier+2.73%final price
Shell (SHEL)three days earlier+1.86%final price
Shell (SHEL)five days earlier+4.68%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)three days earlier-0.95%final price
Select Sector Spdr Tr (XLE)five days earlier+2.11%final price
ExxonMobil Holdings (XOM)three days earlier+0.89%final price
ExxonMobil Holdings (XOM)five days earlier+3.07%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).

Companies in energy around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    In “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share,” 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 “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share,” 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 “oil” (oil) in this story

  • BWET Amplify Commodity Trust

    For “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share,” 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 “oil” (tanker shipping) in this story

  • AFK Vaneck Etf Trust

    In “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share,” Vaneck Etf Trust (AFK) is linked, with no stored direction, medium confidence. Reason on file: VanEck Africa Index ETF holds stocks listed in Africa, which this story is about (“sudan”)

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • CVX Chevron

    In “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share,” 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 “oil” (oil) in this story

  • COP Conocophillips

    Conocophillips (COP) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • SHEL Shell

    Shell (SHEL) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share.” Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

United States Oil Fund (USO) and the energy link

The 11 Nov 2026 story “South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share” names United States Oil Fund (USO) because of Energy.

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

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

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

46 out of 100

“South Sudan Courts Oil Investors as Sudan's Warring Forces Take Their Share” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.