Geopolitics Alpha

Trump’s Oil Deal Needs the Houthis to Behave

Published . Updated .

Trump’s Oil Deal Needs the Houthis to Behave Bloomberg.com

Directly affected

  • No company is 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

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • FRO Frontline

    Longer voyages raise tanker earnings when ships avoid the Red Sea

  • XLE Energy Select Sector SPDR

    Energy prices move when a shipping lane is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC-1.90%+0.47%—-2.61%-4.21%-6.00%-6.72%
GSL+0.44%+0.38%—-0.12%-4.86%-7.24%-8.79%
SBLK———————
GOGL+0.00%+0.00%—+0.00%+0.00%+0.00%+0.00%
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
FRO-10.86%-5.02%—-0.34%-5.00%-11.28%-11.40%
XLE———————

Trump’s Oil Deal Needs the Houthis to Behave Bloomberg.com

Source: Bloomberg

Earlier energy stories for United States Oil Fund (USO): 9 cases

Across 9 earlier stories, United States Oil Fund (USO) the next day averaged +3.26%. The largest gain was +3.26% and the largest drop was +3.26%, from 1 prices.

CompanyWhenAverageLargest gainLargest dropPrices
United States Oil Fund (USO)the next day+3.26%+3.26%+3.26%1
United States Oil Fund (USO)three days later+6.12%+6.12%+6.12%1
Select Sector Spdr Tr (XLE)the next day+2.93%+3.24%+2.41%9
Select Sector Spdr Tr (XLE)three days later+3.34%+6.00%+2.27%9

United States Oil Fund (USO) since “Trump’s Oil Deal Needs the Houthis to Behave,” compared with the market

Since the first closing price after “Trump’s Oil Deal Needs the Houthis to Behave,” United States Oil Fund (USO) is +4.67%. The S&P 500 fund (SPY) is -0.40% over the same days, a +5.06% difference versus the market. energy stocks (XLE) is +0.27%, a +4.40% difference versus that group of stocks.

CompanyWhenMoveStatus
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
DACthat day-2.61%final price
DACthe next day-4.21%final price
DACtwo days later-6.00%final price
DACthree days later-6.72%final price
DACthree days earlier+0.47%final price
DACfive days earlier-1.90%final price
FROthat day-0.34%final price
FROthe next day-5.00%final price
FROtwo days later-11.28%final price
FROthree days later-11.40%final price
FROthree days earlier-5.02%final price
FROfive days earlier-10.86%final price
GOGLthat day0.00%final price
GOGLthe next day0.00%final price
GOGLtwo days later0.00%final price
GOGLthree days later0.00%final price
GOGLthree days earlier0.00%final price
GOGLfive days earlier0.00%final price
GSLthat day-0.12%final price
GSLthe next day-4.86%final price
GSLtwo days later-7.24%final price
GSLthree days later-8.79%final price
GSLthree days earlier+0.38%final price
GSLfive days earlier+0.44%final price
USO
SPY
XLE

Who reported a United States Oil Fund (USO) trade near 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).

Where this story sits: Red Sea

Red Sea has 101 linked stories in the last 7 days and 101 in the last 30 on the page that also carries “Trump’s Oil Deal Needs the Houthis to Behave.” The recent pace is rising.

Who is named in “Trump’s Oil Deal Needs the Houthis to Behave”

Companies tied to this story

  • USO United States Oil Fund

    In “Trump’s Oil Deal Needs the Houthis to Behave,” United States Oil Fund (USO) 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

  • BNO United States Brent Oil Fund

    In “Trump’s Oil Deal Needs the Houthis to Behave,” 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

    In “Trump’s Oil Deal Needs the Houthis to Behave,” 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

    State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Trump’s Oil Deal Needs the Houthis to Behave.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • AEIS Advanced Energy Industries

    In “Trump’s Oil Deal Needs the Houthis to Behave,” 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 “Trump’s Oil Deal Needs the Houthis to Behave,” 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

  • ATO Atmos Energy

    In “Trump’s Oil Deal Needs the Houthis to Behave,” 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

  • BE Bloom Energy

    Bloom Energy (BE) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Trump’s Oil Deal Needs the Houthis to Behave.” Reason on file: GA selected BE 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

What Red Sea means for United States Oil Fund (USO)

United States Oil Fund (USO) is the company in “Trump’s Oil Deal Needs the Houthis to Behave,” the 13 Oct 2026 Red Sea 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

Dates in the story, and the United States Oil Fund (USO) price range

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.

What the saved facts support for United States Oil Fund (USO)

46 out of 100

“Trump’s Oil Deal Needs the Houthis to Behave” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.