U.S. issues fresh Iran-related sanctions
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This report is about oil and tanker shipping.
Directly affected
- No company is named in this report.
Indirectly affected
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “iran” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story.
- FRO Frontline+10.3% 30d
Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) in this story.
- DHT DHT Holdings
DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) in this story.
- INSW International Seaways-4.8% 13d
International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) in this story.
- TNK Teekay Tankers
Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | +15.71% | +7.84% | base | after close | after close | after close | after close |
| XLE | +8.14% | +5.85% | base | after close | after close | after close | after close |
| BWET | +32.30% | +28.62% | base | after close | after close | after close | after close |
| ITA | +0.76% | +0.87% | base | after close | after close | after close | after close |
| FRO | +16.66% | +7.37% | base | after close | after close | after close | after close |
| DHT | +13.74% | +8.20% | base | after close | after close | after close | after close |
| INSW | +14.12% | +6.11% | base | after close | after close | after close | after close |
| TNK | +14.26% | +7.57% | base | after close | after close | after close | after close |
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.
U.S. issues fresh Iran-related sanctions upi
Source: upi
How far United States Oil Fund (USO) has moved since 5 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +28.62% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +32.30% | final price |
| DHT | three days earlier | +8.20% | final price |
| DHT | five days earlier | +13.74% | final price |
| FRO | three days earlier | +7.37% | final price |
| FRO | five days earlier | +16.66% | final price |
| INSW | three days earlier | +6.11% | final price |
| INSW | five days earlier | +14.12% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +0.87% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +0.76% | final price |
| TNK | three days earlier | +7.57% | final price |
| TNK | five days earlier | +14.26% | final price |
| United States Oil Fund (USO) | three days earlier | +7.84% | final price |
| United States Oil Fund (USO) | five days earlier | +15.71% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +5.85% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +8.14% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 22 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 66 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 22 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 43 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 64 days before publication. Filed 7 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 71 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 73 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 76 days before publication. Filed 8 Oct 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).
Who gains and who loses around United States Oil Fund (USO)
Companies mentioned with this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “U.S. issues fresh Iran-related sanctions.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story
- XLE Select Sector Spdr Tr
For “U.S. issues fresh Iran-related sanctions,” 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 “iran” (oil) in this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “U.S. issues fresh Iran-related sanctions.” Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story
- ITA IShares U.S. Aerospace & Defense ETF
In “U.S. issues fresh Iran-related sanctions,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “U.S. issues fresh Iran-related sanctions.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story
- CVX Chevron
Chevron (CVX) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “U.S. issues fresh Iran-related sanctions.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story
- COP Conocophillips
In “U.S. issues fresh Iran-related sanctions,” 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 “iran” (oil) in this story
- SHEL Shell
For “U.S. issues fresh Iran-related sanctions,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “iran” (oil) in this story
How “U.S. issues fresh Iran-related sanctions” reaches United States Oil Fund (USO)
“U.S. issues fresh Iran-related sanctions” (5 Nov 2026) reaches United States Oil Fund (USO) through this story.
For United States Oil Fund (USO), the reason on file says United States Oil Fund: its price follows crude oil. Linked by “iran” (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 “iran” (oil) in this story
Price levels for United States Oil Fund (USO)
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
How solid “U.S. issues fresh Iran-related sanctions” looks
46 out of 100
“U.S. issues fresh Iran-related sanctions” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.