Tuesday briefing: Could Burnham take Britain back towards the EU?
Published . Updated .
In today’s newsletter: The prime minister is calling for closer ties with the EU, but what could this actually amount to? Good morning. After a holiday spent contracting nursery bugs from an 11-month-old, it’s good to return. Yesterday, Andy Burnham marked his first day back after party conference by calling for a closer relationship with the EU and drawing a line under a decade of “drift and division”. On Sunday, he said it was “clear” the Kremlin had been involved with the 2016 Brexit referendum vote. Both statements mark a break, rhetorically at least, from his predecessors. Conservative governments long insisted there was no evidence of Russian interference in the Brexit vote. Keir Starmer attempted to put the entire issue of Brexit behind him, treating it as a historic event rather than a cause of economic pain. UK | Andy Burnham said Iran’s Islamic Revolutionary Guards Corps were “almost certainly” behind threats to RAF Fairford , the firmest attribution of responsibility made so far by the UK after an incident late last month. UK politics | A close adviser to Nigel Farage had an influential role at a national polling company despite not being publicly associated with the firm, the Guardian revealed. Ukraine | Volodymyr Zelenskyy has vowed to respond to Russia’s continuing attacks on the Ukrainian power grid as European leaders rally around Kyiv amid a feud with Donald Trump over Ukraine’s strikes on oil refineries. Israel | Benjamin Netanyahu has ordered the country’s attorney general and the head of the Shin Bet security service to reveal the identities of soldiers and officers interviewed in the documentary NAZA and prosecute them for causing “harm to Israel’s diplomatic and security interests”. US news | RJ Mitte, the young actor best known for playing Walter White Jr in the award-winning TV series Breaking Bad, died on Monday. He was 34. Continue reading...
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
Oil prices move when Iranian supply is at risk
- XLE Energy Select Sector SPDR
Energy companies move with Iran supply risk
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman
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
In today’s newsletter: The prime minister is calling for closer ties with the EU, but what could this actually amount to? Good morning. After a holiday spent contracting nursery bugs from an 11-month-old, it’s good to return. Yesterday, An…
Source: The Guardian
How far United States Oil Fund (USO) has moved since 13 Oct 2026
Since the first closing price after “Tuesday briefing: Could Burnham take Britain back towards the EU?,” 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.
| Company | When | Move | Status |
|---|---|---|---|
| COP | that day | +2.44% | final price |
| COP | the next day | +3.47% | final price |
| COP | two days later | +3.03% | final price |
| COP | three days later | +6.51% | final price |
| COP | three days earlier | -2.44% | final price |
| COP | five days earlier | -5.98% | final price |
| CVX | that day | +1.30% | final price |
| CVX | the next day | +3.29% | final price |
| CVX | two days later | +2.02% | final price |
| CVX | three days later | +4.63% | final price |
| CVX | three days earlier | -1.61% | final price |
| CVX | five days earlier | -3.45% | final price |
| GD | that day | -0.79% | final price |
| GD | the next day | -0.15% | final price |
| GD | two days later | +0.55% | final price |
| GD | three days later | +2.69% | final price |
| GD | three days earlier | -1.56% | final price |
| GD | five days earlier | -1.12% | final price |
| ITA | that day | -0.98% | final price |
| ITA | the next day | -0.89% | final price |
| ITA | two days later | +0.37% | final price |
| ITA | three days later | +1.47% | final price |
| ITA | three days earlier | -0.59% | final price |
| ITA | five days earlier | +1.03% | final price |
| LMT | that day | -1.60% | final price |
| LMT | the next day | +1.95% | final price |
| LMT | two days later | +4.06% | final price |
| LMT | three days later | +7.83% | final price |
| LMT | three days earlier | -0.82% | final price |
| LMT | five days earlier | -0.43% | final price |
Filings that name United States Oil Fund (USO) around 13 Oct 2026
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).
The Taiwan Strait count beside this story
Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Tuesday briefing: Could Burnham take Britain back towards the EU?.” The recent pace is rising.
Who gains and who pays if Taiwan Strait stays in the story
Companies carried with this story
- USO United States Oil Fund
For “Tuesday briefing: Could Burnham take Britain back towards the EU?,” 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 “Tuesday briefing: Could Burnham take Britain back towards the EU?,” 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 “Tuesday briefing: Could Burnham take Britain back towards the EU?,” 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
For “Tuesday briefing: Could Burnham take Britain back towards the EU?,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) 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
- AQN Algonquin Power & Utilities
For “Tuesday briefing: Could Burnham take Britain back towards the EU?,” Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence. Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: utilities, power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AEIS Advanced Energy Industries
Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Tuesday briefing: Could Burnham take Britain back towards the EU?.” 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 “Tuesday briefing: Could Burnham take Britain back towards the EU?,” 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
For “Tuesday briefing: Could Burnham take Britain back towards the EU?,” 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
From Taiwan Strait to United States Oil Fund (USO)
“Tuesday briefing: Could Burnham take Britain back towards the EU?” (13 Oct 2026) reaches United States Oil Fund (USO) through Taiwan Strait.
For United States Oil Fund (USO), the reason on file says 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
Price levels for United States Oil Fund (USO)
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.
How strong the case is around United States Oil Fund (USO)
46 out of 100
“Tuesday briefing: Could Burnham take Britain back towards the EU?” scores 46 out of 100. The score uses 1 sources, and 11 linked companies.