Geopolitics Alpha

Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks

Published . Updated .

In trading on Thursday, shipping shares were relative leaders, up on the day by about 1.9%. Leading the group were shares of EuroDry, up about 4.6% and shares of Danaos up about 4.4% on the day. Also showing relative strength are oil & gas refining & marketing shares,

Directly affected

  • EDRY EuroDry

    Named in this report.

  • DAC Danaos

    Named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • USO UNITED STATES OIL FUND LP

    Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
EDRY———————
DAC———————
ZIM———————
MATX———————
GSL———————
XOM———————
CVX———————
SBLK———————
GOGL———————
OXY———————
COP———————
USO———————

In trading on Thursday, shipping shares were relative leaders, up on the day by about 1.9%. Leading the group were shares of EuroDry, up about 4.6% and shares of Danaos up about 4.4% on the day. Also showing relative strength are oil & gas…

Source: Nasdaq Markets

How far United States Oil Fund (USO) has moved since 1 Oct 2026

Since the first closing price after “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” United States Oil Fund (USO) is +9.09%. The S&P 500 fund (SPY) is -0.40% over the same days, a +9.49% difference versus the market. energy stocks (XLE) is +7.89%, a +1.20% difference versus that group of stocks.

USO
SPY
XLE

Official trades in United States Oil Fund (USO) around 1 Oct 2026

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, high confidence in the 1 Oct 2026 story “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    In “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XLE Select Sector Spdr Tr

    For “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    In “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • AEIS Advanced Energy Industries

    For “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    In “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ASC Ardmore Shipping

    For “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence. Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    For “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How energy news reaches United States Oil Fund (USO)

United States Oil Fund (USO) is the company in “Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks,” the 1 Oct 2026 Energy story.

United States Oil Fund (USO) is on the page because Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

United States Brent Oil Fund (BNO) is here too. Its reason reads: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

What this energy story puts on the calendar

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

The energy score for United States Oil Fund (USO)

46 out of 100

“Thursday Sector Leaders: Shipping, Oil & Gas Refining & Marketing Stocks” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.