Trump Weighs Easing Shadow Fleet Sanctions to Lower Oil Shipping Costs
Published . Updated .
This report is about Sanctions and Shipping. Names like OXY and COP typically gain because oil producers earn more when crude prices rise.
Directly affected
- No company is named in this report.
Indirectly affected
- XLE Energy Select Sector SPDR+7.4%
Energy prices move when sanctioned supply is blocked
- USO United States Oil Fund+8.2%
This fund moves with oil prices
- XOM Exxon Mobil+11.0%
Oil producers move when sanctioned barrels leave the market
- CVX Chevron+9.9%
Oil producers move when sanctioned barrels leave the market
- ZIM ZIM Integrated Shipping-1.2%
Container lines are exposed when a shipping lane is disrupted
- MATX Matson-5.7%
Container lines are exposed when a shipping lane is disrupted
- OXY Occidental Petroleum+3.8%
Oil producers earn more when crude prices rise
- COP ConocoPhillips+11.7%
Oil producers earn more when crude prices rise
- SLB SLB-0.5%
Oilfield work in sanctioned regions can be cut off
- GLD SPDR Gold Shares-3.3%
Gold is a usual haven when a conflict or sanction escalates
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLE | -3.55% | -2.35% | base | -1.58% | +0.91% | +0.27% | +0.50% |
| USO | -3.89% | -1.67% | base | +2.40% | +5.29% | +4.70% | +4.59% |
| XOM | -4.76% | -2.71% | base | -1.27% | +1.15% | +0.71% | +0.51% |
| CVX | -4.74% | -3.18% | base | -1.22% | +1.31% | +1.08% | +1.61% |
| ZIM | +1.39% | +3.50% | base | -1.09% | -2.14% | -2.90% | -2.38% |
| MATX | -3.25% | -3.01% | base | +0.92% | -0.11% | -1.44% | +1.09% |
| OXY | -1.86% | -0.47% | base | -1.22% | +1.58% | +2.13% | +2.46% |
| COP | -5.71% | -3.35% | base | -0.43% | +2.94% | +2.04% | +2.54% |
| SLB | +0.93% | +0.47% | base | -0.37% | +2.00% | +1.15% | +2.99% |
| GLD | +0.71% | +1.65% | base | +1.78% | +1.61% | +0.98% | +0.45% |
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
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Trump Weighs Easing Shadow Fleet Sanctions to Lower Oil Shipping Costs Kyiv Post
Source: Kyiv Post
Energy
| Company | When | Move | Status |
|---|---|---|---|
| COP | that day | -0.43% | final price |
| COP | the next day | +2.94% | final price |
| COP | two days later | +2.04% | final price |
| COP | three days later | +2.54% | final price |
| COP | three days earlier | -3.35% | final price |
| COP | five days earlier | -5.71% | final price |
| CVX | that day | -1.22% | final price |
| CVX | the next day | +1.31% | final price |
| CVX | two days later | +1.08% | final price |
| CVX | three days later | +1.61% | final price |
| CVX | three days earlier | -3.18% | final price |
| CVX | five days earlier | -4.74% | final price |
| GLD | that day | +1.78% | final price |
| GLD | the next day | +1.61% | final price |
| GLD | two days later | +0.98% | final price |
| GLD | three days later | +0.45% | final price |
| GLD | three days earlier | +1.65% | final price |
| GLD | five days earlier | +0.71% | final price |
| MATX | that day | +0.92% | final price |
| MATX | the next day | -0.11% | final price |
| MATX | two days later | -1.44% | final price |
| MATX | three days later | +1.09% | final price |
| MATX | three days earlier | -3.01% | final price |
| MATX | five days earlier | -3.25% | final price |
| OXY | that day | -1.22% | final price |
| OXY | the next day | +1.58% | final price |
| OXY | two days later | +2.13% | final price |
| OXY | three days later | +2.46% | final price |
| OXY | three days earlier | -0.47% | final price |
| OXY | five days earlier | -1.86% | final price |
| SLB | that day | -0.37% | final price |
| SLB | the next day | +2.00% | final price |
| SLB | two days later | +1.15% | final price |
| SLB | three days later | +2.99% | final price |
| SLB | three days earlier | +0.47% | final price |
| SLB | five days earlier | +0.93% | final price |
| USO | that day | +2.40% | final price |
| USO | the next day | +5.29% | final price |
| USO | two days later | +4.70% | final price |
| USO | three days later | +4.59% | final price |
| USO | three days earlier | -1.67% | final price |
| USO | five days earlier | -3.89% | final price |
| XLE | that day | -1.58% | final price |
| XLE | the next day | +0.91% | final price |
| XLE | two days later | +0.27% | final price |
| XLE | three days later | +0.50% | final price |
| XLE | three days earlier | -2.35% | final price |
| XLE | five days earlier | -3.55% | final price |
| XOM | that day | -1.27% | final price |
| XOM | the next day | +1.15% | final price |
| XOM | two days later | +0.71% | final price |
| XOM | three days later | +0.51% | final price |
| XOM | three days earlier | -2.71% | final price |
| XOM | five days earlier | -4.76% | final price |
| ZIM | that day | -1.09% | final price |
| ZIM | the next day | -2.14% | final price |
| ZIM | two days later | -2.90% | final price |
| ZIM | three days later | -2.38% | final price |
| ZIM | three days earlier | +3.50% | final price |
| ZIM | five days earlier | +1.39% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 45 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 76 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 24 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 43 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 50 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Occidental Petroleum (OXY), worth $100,001 - $250,000 on 21 Aug 2026. That is 55 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 50 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 52 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 55 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold SLB, worth $1,001 - $15,000 on 23 Jul 2026. That is 84 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold SLB, worth $1,001 - $15,000 on 17 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
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).
How solid the energy case looks
12 out of 100
“Trump Weighs Easing Shadow Fleet Sanctions to Lower Oil Shipping Costs” scores 12 out of 100. The score uses 1 sources.