Geopolitics Alpha

U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.

Published . Updated .

Iran has asked the U.S. to meet the same conditions laid out in the June 17 memorandum of understanding, Iran's foreign minister said.

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • STNG Scorpio Tankers

    Tanker operators earn more when freight rates spike

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
XOM———————
CVX———————
STNG———————
DAL———————

The price since 25 Sep 2026: United States Oil Fund (USO) versus the S&P 500

Since the first closing price after “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.,” United States Oil Fund (USO) is +7.21%. The S&P 500 fund (SPY) is +0.15% over the same days, a +7.06% difference versus the market. energy stocks (XLE) is +9.14%, a -1.94% difference versus that group of stocks.

USO
SPY
XLE

Who reported a United States Oil Fund (USO) trade near 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).

Companies in energy around United States Oil Fund (USO)

Companies carried with this story

  • USO United States Oil Fund

    For “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.,” 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 “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.,” 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

    For “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.,” 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

    In “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.,” 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

  • AEIS Advanced Energy Industries

    In “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. 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 “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.,” 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

    In “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.,” 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

  • BE Bloom Energy

    Bloom Energy (BE) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N..” Reason on file: GA selected BE 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

United States Oil Fund (USO) and the energy link

The 25 Sep 2026 story “U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.” names United States Oil Fund (USO) because of Energy.

United States Oil Fund (USO) is on the page because Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

A second company, United States Brent Oil Fund (BNO), is listed for a different reason: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

What this energy story puts on the calendar

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.

What the saved facts support for United States Oil Fund (USO)

100 out of 100

“U.S. crude oil falls nearly 8% for the week after Tehran and Washington hold talks at the U.N.” scores 100 out of 100. The score uses 10 linked companies.