UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims
Published . Updated .
Key takeaways
- The UN Security Council voted unanimously on November 12 to extend Yemen sanctions until 2027 while the Houthi military spokesman announced five drone and missile strikes on Saudi Arabia the same evening.
- Exposed: USO, XLE, BWET, ITA, XOM
- Market reaction: price tracking starts with the next trading session.
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The UN Security Council voted unanimously on November 12 to extend Yemen sanctions until 2027 while the Houthi military spokesman announced five drone and missile strikes on Saudi Arabia the same evening.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-3.5% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “yemen” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “yemen” (tanker shipping) in this story.
- KSA iShares MSCI Saudi Arabia ETF-7.3% 30d
iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”).
- XOM ExxonMobil Holdings-2.7% 17d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “yemen” (oil) in this story.
- CVX Chevron+2.9% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “yemen” (oil) in this story.
- COP ConocoPhillips+6.5% 30d
ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “yemen” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | -3.72% | +1.00% | base | after close | after close | after close | after close |
| XAR | -3.87% | +1.41% | base | after close | after close | after close | after close |
| USO | +1.59% | -3.20% | base | after close | after close | after close | after close |
| BWET | +16.99% | -9.44% | base | after close | after close | after close | after close |
| KSA | -3.04% | -1.49% | base | after close | after close | after close | after close |
| XOM | -2.28% | -3.14% | base | after close | after close | after close | after close |
| CVX | -1.78% | -2.44% | base | after close | after close | after close | after close |
| COP | -2.69% | -3.19% | 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.
UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims https://houseofsaud.com/
Source: houseofsaud.com
What happened to United States Oil Fund (USO) the last 17 times Red Sea was in the news
Across 17 earlier stories, United States Oil Fund (USO) the next day averaged -4.58%. The largest gain was -3.74% and the largest drop was -4.71%, from 15 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | -4.58% | -3.74% | -4.71% | 15 |
| United States Oil Fund (USO) | three days later | -1.82% | -1.41% | -4.47% | 15 |
| Select Sector Spdr Tr (XLE) | the next day | +0.91% | +0.96% | +0.48% | 10 |
| Select Sector Spdr Tr (XLE) | three days later | +4.15% | +4.33% | +2.48% | 10 |
| Amplify Commodity Trust (BWET) | the next day | -21.53% | -13.59% | -22.59% | 17 |
| Amplify Commodity Trust (BWET) | three days later | -15.03% | -14.53% | -18.80% | 17 |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | +4.96% | +5.24% | +4.91% | 13 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | +4.45% | +7.61% | +3.87% | 13 |
- Oil up on tanker attacks and Houthi claim of airport strike
- Xeneta Summit: Analysts forecast ocean freight spot rates to fall 30% in 2027 as Red Sea return sees capacity flooding back
- A New Middle East Power Struggle Is Taking Shape in the Red Sea
- Live - Aramco tower damaged in Riyadh; Iran-backed Houthi missiles intercepted
- Houthis Claim Major Missile-Drone Offensive Against Saudi Oil Facilities, Riyadh Airport
- Saudi Aramco Tower damaged by debris after Houthi missiles intercepted over Riyadh
United States Oil Fund (USO) since “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | -9.44% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +16.99% | final price |
| Conocophillips (COP) | three days earlier | -3.19% | final price |
| Conocophillips (COP) | five days earlier | -2.69% | final price |
| Chevron (CVX) | three days earlier | -2.44% | final price |
| Chevron (CVX) | five days earlier | -1.78% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +1.00% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -3.72% | final price |
| KSA | three days earlier | -1.49% | final price |
| KSA | five days earlier | -3.04% | final price |
| United States Oil Fund (USO) | three days earlier | -3.20% | final price |
| United States Oil Fund (USO) | five days earlier | +1.59% | final price |
| XAR | three days earlier | +1.41% | final price |
| XAR | five days earlier | -3.87% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -3.14% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -2.28% | 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 30 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 74 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 30 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 51 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 72 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 79 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 81 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 84 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).
Where “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims” sits: Red Sea
Geopolitics Alpha has 49 stories about Red Sea from the past 7 days and 231 stories from the past 30. That is about its usual pace over the past month. “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims” is tagged to Red Sea.
Who is named in “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims”
Companies mentioned with this story
- USO United States Oil Fund
For “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims,” 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 “yemen” (oil) in this story
- XLE Select Sector Spdr Tr
For “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims,” 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 “yemen” (oil) in this story
- BWET Amplify Commodity Trust
In “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims,” 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 “yemen” (tanker shipping) in this story
- ITA IShares U.S. Aerospace & Defense ETF
For “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims,” 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 “yemen” (defense) in this story
- XOM ExxonMobil Holdings
In “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “yemen” (oil) in this story
- CVX Chevron
For “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims,” 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 “yemen” (oil) in this story
- COP Conocophillips
For “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims,” 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 “yemen” (oil) in this story
- SHEL Shell
Shell (SHEL) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims.” Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “yemen” (oil) in this story
What Red Sea means for United States Oil Fund (USO)
“UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims” (13 Nov 2026) reaches United States Oil Fund (USO) through Red Sea.
The link for United States Oil Fund (USO) is this: United States Oil Fund: its price follows crude oil. Linked by “yemen” (oil) in this story
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “yemen” (oil) in this story
The price range for United States Oil Fund (USO), and the dates in the story
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. 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.
How strong the case is around United States Oil Fund (USO)
46 out of 100
“UN Extends Yemen Sanctions to 2027 Amid Houthi Strike Claims” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.