Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall
Published . Updated .
Trump said revenue from the Venezuela arrangement has "paid for the war many times."
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline
Tanker operators earn more when freight rates spike
- INSW International Seaways
Tanker operators earn more when freight rates spike
- DHT DHT Holdings
Tanker operators earn more when freight rates spike
- TNK Teekay Tankers
Tanker operators earn more when freight rates spike
- USO United States Oil Fund
Tracks U.S. crude prices when Gulf supply is at risk
- XLE Energy Select Sector SPDR
Energy companies move with a Gulf supply scare
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- RTX RTX
Defense contractors get more work when conflict spending rises
- DAL Delta Air Lines
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
Trump said revenue from the Venezuela arrangement has "paid for the war many times."
Source: CNBC Top
Price since this story was published: United States Brent Oil Fund (BNO)
Since the first closing price after “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall,” United States Brent Oil Fund (BNO) is +5.58%. The S&P 500 fund (SPY) is +1.21% over the same days, a +4.37% difference versus the market. industrial stocks (XLI) is -1.27%, a +6.85% difference versus that group of stocks.
How busy Strait of Hormuz has been lately
Strait of Hormuz has 198 linked stories in the last 7 days and 198 in the last 30 on the page that also carries “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall.” The recent pace is rising.
Companies in defense around United States Brent Oil Fund (BNO)
Companies tied to this story
- BNO United States Brent Oil Fund
United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 14 Sep 2026 story “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- VDE Vanguard World Fd
Vanguard World Fd (VDE) is linked, with no stored direction, high confidence in the 14 Sep 2026 story “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- FENY
For “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- UGA United States Gasoline Fund
For “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- GSG iShares S&P GSCI Commodity-Indexed Trust
For “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- 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 14 Sep 2026 story “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- IEZ Ishares U.S. Oil Equipment & Services Etf
Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 14 Sep 2026 story “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- ITA IShares U.S. Aerospace & Defense ETF
In “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia
From Strait of Hormuz to United States Brent Oil Fund (BNO)
On 14 Sep 2026, “Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall” is the story that connects United States Brent Oil Fund (BNO) to Strait of Hormuz.
For United States Brent Oil Fund (BNO), the reason on file says Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
A second company, Vanguard World Fd (VDE), is listed for a different reason: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
Dates and price levels for United States Brent Oil Fund (BNO)
BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. FENY traded between 34.72 and 37.59 across 10 sessions. The latest close on file is 37.19. VDE traded between 176.54 and 190.84 across 10 sessions. The latest close on file is 189.01.
A simple score for United States Brent Oil Fund (BNO)
46 out of 100
“Trump says U.S. may keep Iranian oil 'like Venezuela' as Gulf-Iran Hormuz talks stall” scores 46 out of 100. The score uses 1 sources, and 22 linked companies.