U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI

Published 12 Oct 2026, 04:30 UTC. Updated 12 Oct 2026, 08:51 UTC.

U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI CNBC

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

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
FRO	-4.17%	-5.40%	—	+5.54%	+5.19%	+0.27%	-6.36%
INSW	-2.70%	-2.49%	—	+3.69%	+4.30%	-1.00%	-5.62%
DHT	-3.33%	-3.73%	—	+6.49%	+7.83%	+1.26%	-4.87%
TNK	—	—	—	—	—	—	—
USO	—	—	—	—	—	—	—
XLE	—	—	—	—	—	—	—
XOM	—	—	—	—	—	—	—
CVX	-2.61%	-3.22%	—	+1.43%	+2.75%	+4.76%	+3.48%
STNG	—	—	—	—	—	—	—
DAL	+1.16%	+0.99%	—	-2.50%	-3.18%	-6.69%	-4.98%

U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI CNBC

Source: CNBC

United States Oil Fund (USO) compared with energy stocks (XLE) since 12 Oct 2026

Since the first closing price after “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI,” United States Oil Fund (USO) is +5.04%. The S&P 500 fund (SPY) is -1.47% over the same days, a +6.51% difference versus the market. energy stocks (XLE) is +0.92%, a +4.13% difference versus that group of stocks.

Company	When	Move	Status
CVX	that day	+1.43%	final price
CVX	the next day	+2.75%	final price
CVX	two days later	+4.76%	final price
CVX	three days later	+3.48%	final price
CVX	three days earlier	-3.22%	final price
CVX	five days earlier	-2.61%	final price
DAL	that day	-2.50%	final price
DAL	the next day	-3.18%	final price
DAL	two days later	-6.69%	final price
DAL	three days later	-4.98%	final price
DAL	three days earlier	+0.99%	final price
DAL	five days earlier	+1.16%	final price
DHT	that day	+6.49%	final price
DHT	the next day	+7.83%	final price
DHT	two days later	+1.26%	final price
DHT	three days later	-4.87%	final price
DHT	three days earlier	-3.73%	final price
DHT	five days earlier	-3.33%	final price
FRO	that day	+5.54%	final price
FRO	the next day	+5.19%	final price
FRO	two days later	+0.27%	final price
FRO	three days later	-6.36%	final price
FRO	three days earlier	-5.40%	final price
FRO	five days earlier	-4.17%	final price
INSW	that day	+3.69%	final price
INSW	the next day	+4.30%	final price
INSW	two days later	-1.00%	final price
INSW	three days later	-5.62%	final price
INSW	three days earlier	-2.49%	final price
INSW	five days earlier	-2.70%	final price

USO

SPY

XLE

Disclosure records for United States Oil Fund (USO) within two months of 12 Oct 2026

Gilbert Cisneros buy Advanced Energy Industries (AEIS) ($1,001 - $15,000). That is 13 days before publication, inside 30 days. The filing is listed beside the story “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI.”

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).

United States Oil Fund (USO) on one side of this energy story

Companies tied to this story

USO United States Oil Fund
In “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI,” 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
For “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI,” 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
Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI.” 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.-Iran deal expected in Q1 as oil prices remain sticky: BMI,” 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
ATO Atmos Energy
For “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI,” 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 12 Oct 2026 story “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI.” 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
AEIS Advanced Energy Industries
For “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI,” 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.-Iran deal expected in Q1 as oil prices remain sticky: BMI,” 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

How energy news reaches United States Oil Fund (USO)

The 12 Oct 2026 story “U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI” names United States Oil Fund (USO) because of Energy.

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

Dates and 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 solid the energy case looks

46 out of 100

“U.S.-Iran deal expected in Q1 as oil prices remain sticky: BMI” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.