Geopolitics Alpha

U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil

Published . Updated .

ENERGYU.S. Military Says It Helped GulfStates Export 1.5 Billion Barrelsof OilGEOPOLITICS ALPHA

This report is about oil and defense. Names like XOM typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

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 “oil” (oil) in this story.

  • XLE Energy Select Sector SPDR+5.6% 30d

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

  • ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • BWET Breakwave Tanker Shipping ETF+70.4% 19d

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

  • CVX Chevron+6.5% 30d

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

  • COP ConocoPhillips+12.1% 30d

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

  • SHEL Shell+0.1% 13d

    Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-3.36%-2.27%baseafter closeafter closeafter closeafter close
XLENo price data for this ticker———————
ITA-0.49%-1.27%baseafter closeafter closeafter closeafter close
BWETNo price data for this ticker———————
XOM-3.61%-3.44%baseafter closeafter closeafter closeafter close
CVX-2.74%-2.34%baseafter closeafter closeafter closeafter close
COPNo price data for this ticker———————
SHELNo 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.

U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil The SOFX Report

Source: The SOFX Report

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

CompanyWhenMoveStatus
Chevron (CVX)three days earlier-2.34%final price
Chevron (CVX)five days earlier-2.74%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-1.27%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-0.49%final price
United States Oil Fund (USO)three days earlier-2.27%final price
United States Oil Fund (USO)five days earlier-3.36%final price
ExxonMobil Holdings (XOM)three days earlier-3.44%final price
ExxonMobil Holdings (XOM)five days earlier-3.61%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).

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

Likely winners

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) tends to benefit, medium confidence in the 27 Oct 2026 story “U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

No up or down call on file

  • USO United States Oil Fund

    For “U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil,” 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 “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    In “U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil,” 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 “oil” (oil) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil,” 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 “military” (defense) in this story

  • BWET Amplify Commodity Trust

    For “U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “gulf” (tanker shipping) in this story

United States Oil Fund (USO) and the energy link

United States Oil Fund (USO) is the company in “U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil,” the 27 Oct 2026 Energy story.

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

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

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

ITA traded between 197.59 and 211.71 across 20 sessions. The latest close on file is 207.10. 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.

The energy score for United States Oil Fund (USO)

46 out of 100

“U.S. Military Says It Helped Gulf States Export 1.5 Billion Barrels of Oil” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.