Geopolitics Alpha

Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help

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Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help WSJ

Directly affected

  • No company is named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XOM———————
CVX———————
OXY———————
COP———————
VLO———————
MPC———————
XOP———————
XLE———————
USO———————
OIH———————

Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help WSJ

Source: The Wall Street Journal

The price since 11 Oct 2026: Select Sector Spdr Tr (XLE) versus the S&P 500

Since the first closing price after “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” Select Sector Spdr Tr (XLE) is +2.70%. The S&P 500 fund (SPY) is -1.47% over the same days, a +4.17% difference versus the market.

CompanyWhenMoveStatus
Advanced Energy Industries (AEIS)that day-2.66%final price
Advanced Energy Industries (AEIS)the next day-4.51%final price
Advanced Energy Industries (AEIS)two days later-9.69%final price
Advanced Energy Industries (AEIS)three days later-12.66%final price
Advanced Energy Industries (AEIS)three days earlier+1.28%final price
Advanced Energy Industries (AEIS)five days earlier+3.10%final price
Amplify Energy (AMPY)that day+1.01%final price
Amplify Energy (AMPY)the next day+3.13%final price
Amplify Energy (AMPY)two days later-2.68%final price
Amplify Energy (AMPY)three days later-2.68%final price
Amplify Energy (AMPY)three days earlier-0.22%final price
Amplify Energy (AMPY)five days earlier-0.89%final price
Atmos Energy (ATO)that day+0.47%final price
Atmos Energy (ATO)the next day+1.10%final price
Atmos Energy (ATO)two days later+1.43%final price
Atmos Energy (ATO)three days later+1.39%final price
Atmos Energy (ATO)three days earlier-1.53%final price
Atmos Energy (ATO)five days earlier-2.24%final price
Bloom Energy (BE)that day-6.35%final price
Bloom Energy (BE)the next day-5.98%final price
Bloom Energy (BE)two days later-14.60%final price
Bloom Energy (BE)three days later-15.67%final price
Bloom Energy (BE)three days earlier+3.94%final price
Bloom Energy (BE)five days earlier+2.26%final price
United States Brent Oil Fund (BNO)that day+1.77%final price
United States Brent Oil Fund (BNO)the next day+1.77%final price
United States Brent Oil Fund (BNO)two days later+1.69%final price
United States Brent Oil Fund (BNO)three days later+1.38%final price
United States Brent Oil Fund (BNO)three days earlier-3.24%final price
United States Brent Oil Fund (BNO)five days earlier-3.94%final price
XLE
SPY
XLE

Official trades in Select Sector Spdr Tr (XLE) around 11 Oct 2026

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 Select Sector Spdr Tr (XLE)

Companies carried with this story

  • XLE Select Sector Spdr Tr

    For “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    For “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • USO United States Oil Fund

    In “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” United States Oil Fund (USO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • AEIS Advanced Energy Industries

    In “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    For “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    In “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BE Bloom Energy

    For “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How energy news reaches Select Sector Spdr Tr (XLE)

Select Sector Spdr Tr (XLE) is the company in “Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help,” the 11 Oct 2026 Energy story.

For Select Sector Spdr Tr (XLE), the reason on file says Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Also listed, State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP): Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Dates in the story, and the Select Sector Spdr Tr (XLE) price range

USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80. XOP traded between 177.09 and 202.25 across 20 sessions. The latest close on file is 199.52.

A simple score for Select Sector Spdr Tr (XLE)

46 out of 100

“Venezuela Wants to Return to the Days When Its Oil Fields Were Booming—With U.S. Help” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.