Geopolitics Alpha

Trump’s Russian oil deal unravels as tankers change course

Published . Updated .

Key takeaways

  • Exposed: BWET, USO, TNK, FRO, DHT
  • Market reaction: USO +0.1% on the day (still updating); BWET 0.0% on the day (still updating); TNK +2.4% on the day (still updating)

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ENERGYTrump’s Russian oil deal unravelsas tankers change courseGEOPOLITICS ALPHA

This report is about tanker shipping and oil. Names like TNK and FRO typically gain because teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

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

  • USO United States Oil Fund-5.0% 30d

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

  • TNK Teekay Tankers

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

  • FRO Frontline+1.0% 30d

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

  • INSW International Seaways-9.6% 14d

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

  • XOM ExxonMobil Holdings-2.7% 17d

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

  • CVX Chevron+5.5% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET+38.94%+24.54%base+0.00%after closeafter closeafter close
USO+13.96%+6.75%base+0.10%after closeafter closeafter close
TNK+22.76%+16.36%base+2.41%after closeafter closeafter close
FRO+27.38%+17.44%base+1.23%after closeafter closeafter close
DHT+22.29%+17.01%base+1.44%after closeafter closeafter close
INSW+18.39%+10.91%base+2.33%after closeafter closeafter close
XOM+13.27%+7.37%base+0.17%after closeafter closeafter close
CVX+10.62%+5.78%base+0.06%after 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.

Trump’s Russian oil deal unravels as tankers change course Washington Times

Source: Washington Times

Amplify Commodity Trust (BWET) since this story, compared with the market

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day0.00%still updating
Amplify Commodity Trust (BWET)three days earlier+24.54%final price
Amplify Commodity Trust (BWET)five days earlier+38.94%final price
Chevron (CVX)that day+0.06%still updating
Chevron (CVX)three days earlier+5.78%final price
Chevron (CVX)five days earlier+10.62%final price
DHT Holdings (DHT)that day+1.44%still updating
DHT Holdings (DHT)three days earlier+17.01%final price
DHT Holdings (DHT)five days earlier+22.29%final price
Frontline (FRO)that day+1.23%still updating
Frontline (FRO)three days earlier+17.44%final price
Frontline (FRO)five days earlier+27.38%final price
International Seaways (INSW)that day+2.33%still updating
International Seaways (INSW)three days earlier+10.91%final price
International Seaways (INSW)five days earlier+18.39%final price
Teekay Tankers (TNK)that day+2.41%still updating
Teekay Tankers (TNK)three days earlier+16.36%final price
Teekay Tankers (TNK)five days earlier+22.76%final price
United States Oil Fund (USO)that day+0.10%still updating
United States Oil Fund (USO)three days earlier+6.75%final price
United States Oil Fund (USO)five days earlier+13.96%final price
ExxonMobil Holdings (XOM)that day+0.17%still updating
ExxonMobil Holdings (XOM)three days earlier+7.37%final price
ExxonMobil Holdings (XOM)five days earlier+13.27%final price

Congressional trades 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 is named in “Trump’s Russian oil deal unravels as tankers change course”

Companies that tend to gain

  • TNK Teekay Tankers

    For “Trump’s Russian oil deal unravels as tankers change course,” Teekay Tankers (TNK) tends to benefit, medium confidence. Reason on file: Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • FRO Frontline

    Frontline (FRO) tends to benefit, medium confidence in the 6 Nov 2026 story “Trump’s Russian oil deal unravels as tankers change course.” Reason on file: Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • DHT DHT Holdings

    For “Trump’s Russian oil deal unravels as tankers change course,” DHT Holdings (DHT) tends to benefit, medium confidence. Reason on file: DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

  • INSW International Seaways

    For “Trump’s Russian oil deal unravels as tankers change course,” International Seaways (INSW) tends to benefit, medium confidence. Reason on file: International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story

No up or down call on file

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Trump’s Russian oil deal unravels as tankers change course.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

  • USO United States Oil Fund

    For “Trump’s Russian oil deal unravels as tankers change course,” 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 “oil” (oil) in this story

  • XOM ExxonMobil Holdings

    In “Trump’s Russian oil deal unravels as tankers change course,” 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 “Trump’s Russian oil deal unravels as tankers change course,” 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

Amplify Commodity Trust (BWET) and the energy link

On 6 Nov 2026, “Trump’s Russian oil deal unravels as tankers change course” is the story that connects Amplify Commodity Trust (BWET) to Energy.

What ties Amplify Commodity Trust (BWET) to the headline is this: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story

A second company, United States Oil Fund (USO), is listed for a different reason: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

The price range for Amplify Commodity Trust (BWET), and the dates in the story

BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 145.42.

A simple score for Amplify Commodity Trust (BWET)

46 out of 100Price not final

“Trump’s Russian oil deal unravels as tankers change course” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.