Geopolitics Alpha

The world wants our oil. Here’s a quick way to get it to them

Published . Updated .

The world wants our oil. Here’s a quick way to get it to them

Shovels could turn on the Pacific Link pipeline as early as September 2027 but first oil is not expected until the early-to-mid 2030s

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+13.9% 30d

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

  • XLE Energy Select Sector SPDR+12.1% 30d

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

  • AMLP Alerian MLP ETF-0.4% 30d

    Alerian MLP ETF: it holds pipeline operators. Linked by “pipeline” (pipelines) in this story.

  • XOM ExxonMobil Holdings+13.4% 16d

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

  • CVX Chevron+15.7% 30d

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

  • COP ConocoPhillips+8.3% 30d

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

  • SHEL Shell+0.1% 13d

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

  • KMI Kinder Morgan+4.2% 7d

    Kinder Morgan (natural gas transmission): pipeline operators earn fees on the oil and gas they move. Linked by “pipeline” (pipelines) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-1.54%-1.29%baseafter closeafter closeafter closeafter close
XLE-0.51%-2.20%baseafter closeafter closeafter closeafter close
AMLPNo price data for this ticker———————
XOM-1.45%-2.77%baseafter closeafter closeafter closeafter close
CVX-1.54%-2.69%baseafter closeafter closeafter closeafter close
COP-1.71%-3.24%baseafter closeafter closeafter closeafter close
SHELNo price data for this ticker———————
KMINo 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.

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The world wants our oil. Here’s a quick way to get it to them National Post

Source: National Post

United States Oil Fund (USO) since this story, compared with the market

CompanyWhenMoveStatus
Conocophillips (COP)three days earlier-3.24%final price
Conocophillips (COP)five days earlier-1.71%final price
Chevron (CVX)three days earlier-2.69%final price
Chevron (CVX)five days earlier-1.54%final price
United States Oil Fund (USO)three days earlier-1.29%final price
United States Oil Fund (USO)five days earlier-1.54%final price
Select Sector Spdr Tr (XLE)three days earlier-2.20%final price
Select Sector Spdr Tr (XLE)five days earlier-0.51%final price
ExxonMobil Holdings (XOM)three days earlier-2.77%final price
ExxonMobil Holdings (XOM)five days earlier-1.45%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

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “The world wants our oil. Here’s a quick way to get it to them.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    In “The world wants our oil. Here’s a quick way to get it to them,” 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

  • XOM ExxonMobil Holdings

    For “The world wants our oil. Here’s a quick way to get it to them,” 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 “oil” (oil) in this story

  • CVX Chevron

    For “The world wants our oil. Here’s a quick way to get it to them,” 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 1 Nov 2026 story “The world wants our oil. Here’s a quick way to get it to them.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • SHEL Shell

    In “The world wants our oil. Here’s a quick way to get it to them,” Shell (SHEL) is linked, with no stored direction, medium confidence. 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

United States Oil Fund (USO) is the company in “The world wants our oil. Here’s a quick way to get it to them,” the 1 Nov 2026 Energy story.

For United States Oil Fund (USO), the reason on file says United States Oil Fund: its price follows crude oil. Linked by “oil” (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 “oil” (oil) in this story

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

USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00. XOM traded between 172.72 and 188.47 across 14 sessions. The latest close on file is 187.27.

The energy score for United States Oil Fund (USO)

46 out of 100

“The world wants our oil. Here’s a quick way to get it to them” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.