Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops
Published . Updated .
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This report is about oil and defense.
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+6.9% 30d
Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “troops” (defense) 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.
- KSA iShares MSCI Saudi Arabia ETF-8.2% 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 “oil” (oil) in this story.
- CVX Chevron+3.0% 30d
Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.
- COP ConocoPhillips+6.9% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| USO | +5.62% | -2.06% | base | after close | after close | after close | after close |
| XLE | +9.12% | +3.08% | base | after close | after close | after close | after close |
| ITA | +3.67% | +2.77% | base | after close | after close | after close | after close |
| BWET | +35.08% | +5.02% | base | after close | after close | after close | after close |
| KSA | -2.11% | +0.34% | base | after close | after close | after close | after close |
| XOM | +8.37% | +2.16% | base | after close | after close | after close | after close |
| CVX | +7.15% | +2.05% | base | after close | after close | after close | after close |
| COP | +7.74% | +0.44% | 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.
Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops The Times of Israel
Source: The Times of Israel
Earlier energy stories for United States Oil Fund (USO): 12 cases
Those 12 earlier stories put United States Oil Fund (USO) at an average move of -6.70% the next day. Largest gain -6.32%, largest drop -7.20%, from 11 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| United States Oil Fund (USO) | the next day | -6.70% | -6.32% | -7.20% | 11 |
| United States Oil Fund (USO) | three days later | -11.48% | -4.86% | -13.51% | 11 |
| Select Sector Spdr Tr (XLE) | the next day | -3.59% | -2.12% | -5.58% | 10 |
| Select Sector Spdr Tr (XLE) | three days later | -8.87% | -7.58% | -11.35% | 10 |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | +0.85% | +3.18% | -0.88% | 7 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | -1.69% | -0.77% | -3.54% | 7 |
| Amplify Commodity Trust (BWET) | the next day | -9.19% | -2.78% | -22.25% | 12 |
| Amplify Commodity Trust (BWET) | three days later | -26.22% | -24.41% | -28.03% | 10 |
- Oil rises on supply concerns as Houthis attack Saudi Arabia
- Oil Prices Rise After Hormuz Tanker Attack, Houthi Claims Stoke Supply Fears
- Houthis Claim Fresh Strikes on Saudi Oil Refineries and Aramco Facilities
- PERSPECTIVE: Oil Prices Unlikely to Fall as Houthi Attacks Threaten Saudi Export Routes, Middle East Expert Warns
- US Fed caught in Hormuz and Red Sea trap - Interest rates and the mathematical formula that sparked panic
- Saudi Economy Shrank at Slower Pace Before Houthi War Escalation
The price since 7 Nov 2026: United States Oil Fund (USO) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +5.02% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.08% | final price |
| Conocophillips (COP) | three days earlier | +0.44% | final price |
| Conocophillips (COP) | five days earlier | +7.74% | final price |
| Chevron (CVX) | three days earlier | +2.05% | final price |
| Chevron (CVX) | five days earlier | +7.15% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +2.77% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +3.67% | final price |
| Ishares Msci Saudi Arabia Etf (KSA) | three days earlier | +0.34% | final price |
| Ishares Msci Saudi Arabia Etf (KSA) | five days earlier | -2.11% | final price |
| United States Oil Fund (USO) | three days earlier | -2.06% | final price |
| United States Oil Fund (USO) | five days earlier | +5.62% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +3.08% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +9.12% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +2.16% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +8.37% | 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 24 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 68 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 24 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 45 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 66 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 73 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 75 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 78 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).
Red Sea, seven days against thirty
Geopolitics Alpha has 12 stories about Red Sea from the past 7 days and 220 stories from the past 30. That is slower than its usual pace over the past month. “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops” is tagged to Red Sea.
Companies in energy around United States Oil Fund (USO)
Companies mentioned with this story
- USO United States Oil Fund
In “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops,” 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 “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 7 Nov 2026 story “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
- ITA IShares U.S. Aerospace & Defense ETF
In “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops,” 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 “troops” (defense) in this story
- BWET Amplify Commodity Trust
For “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops,” 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 “oil” (tanker shipping) in this story
- KSA Ishares Msci Saudi Arabia Etf
For “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops,” 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
In “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops,” 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
Chevron (CVX) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- COP Conocophillips
Conocophillips (COP) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
What Red Sea means for United States Oil Fund (USO)
The 7 Nov 2026 story “Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops” names United States Oil Fund (USO) because of Red Sea.
The link for United States Oil Fund (USO) is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
The price range for United States Oil Fund (USO), and the dates in the story
ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. 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 solid the energy case looks
46 out of 100
“Yemen’s Houthis say they attacked Riyadh airport, Aramco oil sites and Saudi troops” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.