Geopolitics Alpha

Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports

Published . Updated .

GEOPOLITICS ALPHATrump weighs lifting sanctions onRussian fund once described byU.S. Treasury as Putin’s ‘slush…GEOPOLITICS ALPHA

This report is about oil and natural gas.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+2.7% 30d

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

  • XLE Energy Select Sector SPDR+5.6% 30d

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

  • UNG United States Natural Gas Fund-9.2% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story.

  • BWET Breakwave Tanker Shipping ETF+61.1% 18d

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

  • XOM ExxonMobil Holdings+11.8% 12d

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

  • CVX Chevron+6.5% 30d

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

  • COP ConocoPhillips+10.8% 30d

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

  • LNG Cheniere Energy+11.0% 30d

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “russian” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-2.37%+3.62%baseafter closeafter closeafter closeafter close
XLE-0.12%+1.60%baseafter closeafter closeafter closeafter close
UNG+3.37%-0.47%baseafter closeafter closeafter closeafter close
BWETNo price data for this ticker———————
XOM-1.00%+1.85%baseafter closeafter closeafter closeafter close
CVXNo price data for this ticker———————
COPNo price data for this ticker———————
LNGNo price data for this ticker———————

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 weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports Meduza

Source: Meduza

The price since 27 Oct 2026: United States Oil Fund (USO) versus the S&P 500

CompanyWhenMoveStatus
United States Natural Gas Fund (UNG)three days earlier-0.47%final price
United States Natural Gas Fund (UNG)five days earlier+3.37%final price
United States Oil Fund (USO)three days earlier+3.62%final price
United States Oil Fund (USO)five days earlier-2.37%final price
Select Sector Spdr Tr (XLE)three days earlier+1.60%final price
Select Sector Spdr Tr (XLE)five days earlier-0.12%final price
ExxonMobil Holdings (XOM)three days earlier+1.85%final price
ExxonMobil Holdings (XOM)five days earlier-1.00%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

    In “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports,” 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 “russian” (oil) in this story

  • XLE Select Sector Spdr Tr

    In “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “russian” (oil) in this story

  • UNG United States Natural Gas Fund

    United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story

  • BWET Amplify Commodity Trust

    Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “russian” (tanker shipping) in this story

  • XOM ExxonMobil Holdings

    In “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports,” 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 “russian” (oil) in this story

  • CVX Chevron

    In “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports,” 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 “russian” (oil) in this story

  • COP Conocophillips

    For “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports,” 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 “russian” (oil) in this story

  • LNG Cheniere Energy

    For “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “russian” (natural gas) in this story

United States Oil Fund (USO)

The 27 Oct 2026 story “Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports” names United States Oil Fund (USO) because of this story.

The link for United States Oil Fund (USO) is this: United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: its price follows crude oil. Linked by “russian” (oil) in this story

Dates and price levels for United States Oil Fund (USO)

UNG traded between 9.36 and 11.43 across 20 sessions. The latest close on file is 9.57. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 166.26. XLE traded between 60.95 and 69.86 across 20 sessions. The latest close on file is 69.64.

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

46 out of 100

“Trump weighs lifting sanctions on Russian fund once described by U.S. Treasury as Putin’s ‘slush fund,’ NYT reports” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.