Geopolitics Alpha

'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san

Published . Updated .

Key takeaways

  • Exposed: USO, XLE, BWET, ITA, INDA
  • Market reaction: price tracking starts with the next trading session.

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ENERGY'You are either with us or againstus': US Sanctions Indianbusinessman, wife for helping Ira…GEOPOLITICS ALPHA

This report is about oil and tanker shipping. Names like XOM and OXY typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+6.3% 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.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

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

  • INDA iShares MSCI India ETF-4.1% 17d

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

  • XOM ExxonMobil Holdings+2.0% 16d

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

  • FRO Frontline+10.3% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “iran” (tanker shipping) in this story.

  • CVX Chevron+9.6% 30d

    Chevron (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
USO+15.71%+7.84%baseafter closeafter closeafter closeafter close
XLE+8.14%+5.85%baseafter closeafter closeafter closeafter close
BWET+32.30%+28.62%baseafter closeafter closeafter closeafter close
ITA+0.76%+0.87%baseafter closeafter closeafter closeafter close
INDA-5.24%-3.20%baseafter closeafter closeafter closeafter close
XOM+8.08%+6.08%baseafter closeafter closeafter closeafter close
FRO+16.66%+7.37%baseafter closeafter closeafter closeafter close
CVX+6.66%+5.01%baseafter closeafter closeafter closeafter 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.

'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san India.com

Source: India.com

Price since this story was published: United States Oil Fund (USO)

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+28.62%final price
Amplify Commodity Trust (BWET)five days earlier+32.30%final price
Chevron (CVX)three days earlier+5.01%final price
Chevron (CVX)five days earlier+6.66%final price
FROthree days earlier+7.37%final price
FROfive days earlier+16.66%final price
Ishares Tr (INDA)three days earlier-3.20%final price
Ishares Tr (INDA)five days earlier-5.24%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+0.87%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+0.76%final price
United States Oil Fund (USO)three days earlier+7.84%final price
United States Oil Fund (USO)five days earlier+15.71%final price
Select Sector Spdr Tr (XLE)three days earlier+5.85%final price
Select Sector Spdr Tr (XLE)five days earlier+8.14%final price
ExxonMobil Holdings (XOM)three days earlier+6.08%final price
ExxonMobil Holdings (XOM)five days earlier+8.08%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).

Companies in energy around United States Oil Fund (USO)

The side that tends to collect

  • XOM ExxonMobil Holdings

    For “'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san,” ExxonMobil Holdings (XOM) tends to benefit, 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

  • OXY Occidental Petroleum

    In “'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san,” Occidental Petroleum (OXY) tends to benefit, medium confidence. Reason on file: Occidental Petroleum (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

No up or down call on file

  • USO United States Oil Fund

    In “'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san,” 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

    In “'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san,” 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 “oil” (oil) in this story

  • BWET Amplify Commodity Trust

    For “'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san,” 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 “iran” (tanker shipping) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “iran” (defense) in this story

How energy news reaches United States Oil Fund (USO)

On 5 Nov 2026, “'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san” is the story that connects United States Oil Fund (USO) to Energy.

What ties United States Oil Fund (USO) to the headline is this: 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 17 sessions. The latest close on file is 907.20. USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. 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

“'You are either with us or against us': US Sanctions Indian businessman, wife for helping Iran bypass oil san” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.