Geopolitics Alpha

Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks

Published . Updated .

GEOPOLITICS ALPHATrump Denies Offering IranSanctions Relief, Tehran SaysReady for TalksGEOPOLITICS ALPHA

This report is about oil and tanker shipping.

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 “iran” (oil) in this story.

  • XLE Energy Select Sector SPDR+12.1% 30d

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

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

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

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story.

  • FRO Frontline+14.2% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) in this story.

  • DHT DHT Holdings

    DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) in this story.

  • INSW International Seaways+1.7% 11d

    International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) in this story.

  • TNK Teekay Tankers

    Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) 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
BWETNo price data for this ticker———————
ITANo price data for this ticker———————
FRO-2.94%-2.39%baseafter closeafter closeafter closeafter close
DHT-1.70%-2.24%baseafter closeafter closeafter closeafter close
INSW+1.66%-0.13%baseafter closeafter closeafter closeafter close
TNK+0.20%-1.49%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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks EnergyNow.com

Source: EnergyNow.com

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

CompanyWhenMoveStatus
DHTthree days earlier-2.24%final price
DHTfive days earlier-1.70%final price
FROthree days earlier-2.39%final price
FROfive days earlier-2.94%final price
INSWthree days earlier-0.13%final price
INSWfive days earlier+1.66%final price
TNKthree days earlier-1.49%final price
TNKfive days earlier+0.20%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

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 tied to this story

  • USO United States Oil Fund

    For “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks,” 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 “iran” (oil) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “iran” (oil) in this story

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story

  • XOM ExxonMobil Holdings

    In “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks,” 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 “iran” (oil) in this story

  • CVX Chevron

    Chevron (CVX) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • COP Conocophillips

    For “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story

  • SHEL Shell

    For “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks,” 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 “iran” (oil) in this story

United States Oil Fund (USO)

The 1 Nov 2026 story “Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks” names United States Oil Fund (USO) because of this story.

What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story

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

Dates and 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 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.

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

46 out of 100

“Trump Denies Offering Iran Sanctions Relief, Tehran Says Ready for Talks” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.