Geopolitics Alpha

Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed

Published . Updated .

Key takeaways

  • Exposed: USO, XLE, UNG, BWET, XOM
  • Market reaction: USO +2.4% on the day (still updating); XLE +1.6% on the day (still updating); BWET +4.9% on the day (still updating)

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GEOPOLITICS ALPHAUkraine raised the issue ofsanctions against the RussianFederation at the G7 — what else…GEOPOLITICS ALPHA

This report is about oil and natural gas.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund

    United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story.

  • XLE Energy Select Sector SPDR

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

  • UNG United States Natural Gas Fund

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story.

  • BWET Breakwave Tanker Shipping ETF

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

  • XOM ExxonMobil Holdings

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

  • CVX Chevron

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

  • COP ConocoPhillips

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

  • LNG Cheniere Energy

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “russian” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+2.78%+4.95%base+2.37%after closeafter closeafter close
XLE+2.11%-0.95%base+1.57%after closeafter closeafter close
UNG-10.81%-10.24%base+1.15%after closeafter closeafter close
BWET+35.67%+29.19%base+4.90%after closeafter closeafter close
XOM+3.07%+0.89%base+1.25%after closeafter closeafter close
CVX+2.73%+0.67%base+0.78%after closeafter closeafter close
COP+0.96%+0.52%base+1.36%after closeafter closeafter close
LNG-0.51%-5.27%base+2.39%after closeafter closeafter 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.

Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed Українські Національні Новини (УНН)

Source: 블루밍비트

The price since 11 Nov 2026: United States Oil Fund (USO) versus the S&P 500

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day+4.90%still updating
Amplify Commodity Trust (BWET)three days earlier+29.19%final price
Amplify Commodity Trust (BWET)five days earlier+35.67%final price
Conocophillips (COP)that day+1.36%still updating
Conocophillips (COP)three days earlier+0.52%final price
Conocophillips (COP)five days earlier+0.96%final price
Chevron (CVX)that day+0.78%still updating
Chevron (CVX)three days earlier+0.67%final price
Chevron (CVX)five days earlier+2.73%final price
Cheniere Energy (LNG)that day+2.39%still updating
Cheniere Energy (LNG)three days earlier-5.27%final price
Cheniere Energy (LNG)five days earlier-0.51%final price
United States Natural Gas Fund (UNG)that day+1.15%still updating
United States Natural Gas Fund (UNG)three days earlier-10.24%final price
United States Natural Gas Fund (UNG)five days earlier-10.81%final price
United States Oil Fund (USO)that day+2.37%still updating
United States Oil Fund (USO)three days earlier+4.95%final price
United States Oil Fund (USO)five days earlier+2.78%final price
Select Sector Spdr Tr (XLE)that day+1.57%still updating
Select Sector Spdr Tr (XLE)three days earlier-0.95%final price
Select Sector Spdr Tr (XLE)five days earlier+2.11%final price
ExxonMobil Holdings (XOM)that day+1.25%still updating
ExxonMobil Holdings (XOM)three days earlier+0.89%final price
ExxonMobil Holdings (XOM)five days earlier+3.07%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).

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 11 Nov 2026 story “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed,” 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 “russian” (oil) in this story

  • UNG United States Natural Gas Fund

    For “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story

  • BWET Amplify Commodity Trust

    In “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed,” 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 “russian” (tanker shipping) in this story

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story

  • CVX Chevron

    For “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story

  • COP Conocophillips

    For “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed,” 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 “russian” (oil) in this story

  • LNG Cheniere Energy

    For “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “russian” (natural gas) in this story

United States Oil Fund (USO)

United States Oil Fund (USO) is the company in “Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed,” the 11 Nov 2026 this story story.

What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story

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

The price range for United States Oil Fund (USO), and the dates in the story

UNG traded between 8.95 and 11.43 across 20 sessions. The latest close on file is 9.34. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

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

46 out of 100Price not final

“Ukraine raised the issue of sanctions against the Russian Federation at the G7 — what else was discussed” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.