Geopolitics Alpha

US tariff waiver on Russia-linked oil purchases to boost India-US trade: Report

Published . Updated .

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.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

ENERGYUS tariff waiver on Russia-linkedoil purchases to boost India-UStrade: ReportGEOPOLITICS ALPHA

This report is about oil and tariffs and trade.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund-1.1% 30d

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

  • XLE Energy Select Sector SPDR+7.4% 30d

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

  • XLI Industrial Select Sector SPDR+0.6% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

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

  • INDA iShares MSCI India ETF-2.2% 10d

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).

  • XOM ExxonMobil Holdings-2.7% 17d

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

  • CVX Chevron+4.7% 30d

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

  • CAT Caterpillar-28.4% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-1.54%-1.29%base-7.16%-6.32%-13.84%-12.25%
XLE-0.51%-2.20%base-3.91%-4.71%-9.28%-11.35%
XLI-0.27%+0.65%base+1.38%+2.35%+1.21%-2.81%
BWET-4.39%-3.93%base-2.78%-10.37%-21.13%—
INDA-2.35%-1.95%base+1.51%+2.02%+4.81%+4.95%
XOM-1.45%-2.77%base-4.00%-5.21%-9.49%-11.72%
CVX-1.54%-2.69%base-3.31%-4.38%-7.92%-8.59%
CAT+11.08%+14.72%base-1.47%+0.17%-5.07%-11.13%

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.

US tariff waiver on Russia-linked oil purchases to boost India-US trade: Report DT Next

Source: DT Next

Energy

CompanyWhenMoveStatus
BWETthat day-2.78%final price
BWETthe next day-10.37%final price
BWETtwo days later-21.13%superseded
BWETthree days earlier-3.93%final price
BWETfive days earlier-4.39%final price
CATthat day-1.47%final price
CATthe next day+0.17%final price
CATtwo days later-5.07%final price
CATthree days later-11.13%final price
CATthree days earlier+14.72%final price
CATfive days earlier+11.08%final price
CVXthat day-3.31%final price
CVXthe next day-4.38%final price
CVXtwo days later-7.92%final price
CVXthree days later-8.59%final price
CVXthree days earlier-2.69%final price
CVXfive days earlier-1.54%final price
INDAthat day+1.51%final price
INDAthe next day+2.02%final price
INDAtwo days later+4.81%final price
INDAthree days later+4.95%final price
INDAthree days earlier-1.95%final price
INDAfive days earlier-2.35%final price
USOthat day-7.16%final price
USOthe next day-6.32%final price
USOtwo days later-13.84%final price
USOthree days later-12.25%final price
USOthree days earlier-1.29%final price
USOfive days earlier-1.54%final price
XLEthat day-3.91%final price
XLEthe next day-4.71%final price
XLEtwo days later-9.28%final price
XLEthree days later-11.35%final price
XLEthree days earlier-2.20%final price
XLEfive days earlier-0.51%final price
XLIthat day+1.38%final price
XLIthe next day+2.35%final price
XLItwo days later+1.21%final price
XLIthree days later-2.81%final price
XLIthree days earlier+0.65%final price
XLIfive days earlier-0.27%final price
XOMthat day-4.00%final price
XOMthe next day-5.21%final price
XOMtwo days later-9.49%final price
XOMthree days later-11.72%final price
XOMthree days earlier-2.77%final price
XOMfive days earlier-1.45%final price

Congressional trades 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).

How solid the energy case looks

12 out of 100Price not final

“US tariff waiver on Russia-linked oil purchases to boost India-US trade: Report” scores 12 out of 100. The score uses 1 sources. The price is not final yet.