Geopolitics Alpha

Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal

Published . Updated .

ENERGY · RED SEAYemen's Houthi Rebels Strike SaudiAramco's Ras Tanura Oil TerminalGEOPOLITICS ALPHA

This report is about oil and tanker shipping.

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.

  • BWET Breakwave Tanker Shipping ETF+61.1% 18d

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

  • KSA iShares MSCI Saudi Arabia ETF-9.1% 30d

    iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”).

  • 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+10.8% 30d

    ConocoPhillips (petroleum refining): 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
USONo price data for this ticker———————
XLENo price data for this ticker———————
BWETNo price data for this ticker———————
ITANo price data for this ticker———————
KSANo price data for this ticker———————
XOM-1.00%+1.85%baseafter closeafter closeafter closeafter close
CVX-0.66%+2.17%baseafter closeafter closeafter closeafter close
COPNo 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.

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Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal The Maritime Executive

Source: The Maritime Executive

How United States Oil Fund (USO) moved across the last 17 energy stories

Those 17 earlier stories put United States Oil Fund (USO) at an average move of -0.67% the next day. Largest gain -0.66%, largest drop -0.68%, from 7 prices.

CompanyWhenAverageLargest gainLargest dropPrices
United States Oil Fund (USO)the next day-0.67%-0.66%-0.68%7
United States Oil Fund (USO)three days later+2.56%+5.37%+0.46%7
Select Sector Spdr Tr (XLE)the next day-0.00%+0.52%-0.41%16
Select Sector Spdr Tr (XLE)three days later+0.44%+2.23%-0.96%16

United States Oil Fund (USO) compared with energy stocks (XLE) since 27 Oct 2026

CompanyWhenMoveStatus
Chevron (CVX)three days earlier+2.17%final price
Chevron (CVX)five days earlier-0.66%final price
ExxonMobil Holdings (XOM)three days earlier+1.85%final price
ExxonMobil Holdings (XOM)five days earlier-1.00%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).

The Red Sea count beside this story

Red Sea

Geopolitics Alpha has 83 stories about Red Sea from the past 7 days and 183 stories from the past 30. That is faster than its usual pace over the past month. “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal” is tagged to Red Sea.

Who collects and who pays in energy

Companies carried with this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

  • BWET Amplify Commodity Trust

    In “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal,” 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

    In “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal,” 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

  • KSA Ishares Msci Saudi Arabia Etf

    In “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal,” Ishares Msci Saudi Arabia Etf (KSA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”)

  • XOM ExxonMobil Holdings

    For “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal,” 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 “oil” (oil) in this story

  • CVX Chevron

    For “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal,” 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 “oil” (oil) in this story

  • COP Conocophillips

    For “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal,” 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 “oil” (oil) in this story

From Red Sea to United States Oil Fund (USO)

United States Oil Fund (USO) is the company in “Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal,” the 27 Oct 2026 Red Sea story.

United States Oil Fund (USO) is on the page because 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

Price levels for United States Oil Fund (USO)

BWET traded between 788.51 and 1047.07 across 15 sessions. The latest close on file is 931.01. 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.

How strong the case is around United States Oil Fund (USO)

46 out of 100

“Yemen's Houthi Rebels Strike Saudi Aramco's Ras Tanura Oil Terminal” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.