Geopolitics Alpha

The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice

Published . Updated .

Rising crop prices are making the current inflation problem bigger than just oil and the Iran war.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • USO United States Oil Fund

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
LMT———————
RTX———————
XOM———————
DAL———————

Rising crop prices are making the current inflation problem bigger than just oil and the Iran war.

Source: MarketWatch

United States Gasoline Fund (UGA) compared with industrial stocks (XLI) since 13 Sep 2026

Since the first closing price after “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice,” United States Gasoline Fund (UGA) is +3.77%. The S&P 500 fund (SPY) is +0.77% over the same days, a +3.00% difference versus the market. industrial stocks (XLI) is -1.91%, a +5.67% difference versus that group of stocks.

UGA
SPY
XLI

Who gains and who loses around United States Gasoline Fund (UGA)

Companies carried with this story

  • UGA United States Gasoline Fund

    For “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    For “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    For “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice,” Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • MOO Vaneck Etf Trust

    In “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XME Spdr Series Trust

    For “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    For “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    For “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    Ishares Tr (HYG) is linked, with no stored direction, medium confidence in the 13 Sep 2026 story “The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Gasoline Fund (UGA) and the defense link

“The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice” (13 Sep 2026) reaches United States Gasoline Fund (UGA) through Defense.

The link for United States Gasoline Fund (UGA) is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, iShares S&P GSCI Commodity-Indexed Trust (GSG), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates and price levels for United States Gasoline Fund (UGA)

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

How strong the case is around United States Gasoline Fund (UGA)

46 out of 100

“The price of almost everything on your dinner table is climbing at once — and Wall Street is taking notice” scores 46 out of 100. The score uses 1 sources, and 23 linked companies.