Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $USO are available with SpikePanel Pro.
$USO — what investors on X are saying · SpikePanel
$USOUnited States Oil Fund, LP · Asset Management · $17.0B
$142.91
+1.0%
Event thread
Key events, in time order
26 items
CompanyBear
Iran's Supreme Leader Authorizes Talks, USO Geopolitical Risk Easing Signal Strengthens
Iranian president says supreme leader authorized talks, plus US mediation letter, pressuring oil
D1 -1.9% · +5d -5.6%
›7 waves of this story
2026-10-24 Trump's mixed signals plus highest vessel attacks since conflict start bolster USO risk premium
2026-10-24 Conflict nears 8 months; physical discount vs futures high divergence; oil prices weigh on midterms
2026-10-25 US media reports military prep for post-election strikes on Iran, alongside Trump's renewed threats, sustaining geopolitical risk for oil prices.
2026-10-27 Iran says it could reopen the Strait within 4-5 days if conditions met, shorter than proposed 7, alongside US military prep reports, geopremium may swing both ways
2026-10-27 Supreme Leader's public meeting and reiteration of Hormuz control and oil sanction relief as preconditions align with recent easing signals
2026-10-29 Iranian FM says forces ready but diplomacy still given a chance, corroborating Supreme Leader's conditions
2026-11-03 Iranian president says supreme leader authorized talks, plus US mediation letter, pressuring oil
Other
US-Russia discuss post-war Sakhalin oil JV, USO geopolitical risk resurfaces
White House-Kremlin direct talks link US oil firms' return to Ukraine ceasefire, but US firms cautious
2026-10-28 White House-Kremlin direct talks link US oil firms' return to Ukraine ceasefire, but US firms cautious
24 earlier events›
AnalystBull
USO Call Skew Hits Sept High, Energy Sentiment Extreme Bullish
WTI call skew rose to +7.2%, highest since Sep 10; USO sentiment hit 93.11, reflecting rising hedging demand amid Mideast supply risks
D1 -1.4% · +5d -3.5%
RegulationBull
US Lawmakers Move to Block Trump Russia Diesel Deal, Geopolitical Risk Resurfaces for USO
Bipartisan bill seeks to revoke Treasury license and tighten sanctions, while US-Russia talks continue, fueling supply uncertainty
D1 -0.6% · +5d +3.4%
›2 waves of this story
2026-10-17 Congressional action and NATO Black Sea response add geopolitical premium to crude
2026-10-17 Bipartisan bill seeks to revoke Treasury license and tighten sanctions, while US-Russia talks continue, fueling supply uncertainty
AnalystBull
Paul Tudor Jones Sees Oil Rally $25, Bullish Bet on USO
Famed investor bullish on oil, large call option bet boosts USO sentiment
D1 +1.4% · +5d +4.9%
OtherBear
Trump urges Ukraine to stop striking Russian refineries, USO geopolitical premium keeps fading
Trump again suggests replacing Ukraine's president and urges halt to strikes; Russian diesel supply rises, USO geopolitical premium keeps fading
D1 -1.8% · +5d +0.6%
›6 waves of this story
2026-10-02 Trump claims Europe agreed to release large diesel reserves, potentially boosting supply and pressuring oil prices
2026-10-09 Trump says productive talks with Iran, no attack before midterms, geopolitical risk eases
2026-10-09 Trump says no strike on Iran, talks progress, oil gives back risk premium
2026-10-10 Trump vows no Iran strike before Nov 3 and announces Russian diesel exports, further unwinding risk premium
2026-10-12 Trump pivots to Russia-Ukraine energy ceasefire to ease oil prices; with more Russian diesel supply, USO's geopolitical premium keeps fading
2026-10-11 Trump again suggests replacing Ukraine's president and urges halt to strikes; Russian diesel supply rises, USO geopolitical premium keeps fading
RegulationBear
IEA Reserve Release and Hurricane Impact Weigh on USO
IEA reserve release offsets hurricane shutdowns, but demand concerns persist
USO Geopolitical Risk Rises as US-Iran Tensions Persist
US carrier deployment and stalled nuclear talks, plus new Strait of Hormuz transit details, heighten oil volatility
D1 +3.3% · +5d -2.1%
›8 waves of this story
2026-09-23 Iran FM met Witkoff at UNGA, set conditions to reopen Hormuz; Trump cites strong momentum for deal
2026-09-23 Senior Iranian official says Tehran is reviewing U.S. response to proposal to end hostilities
2026-09-24 US-Iran talks confirmed but limited progress, supporting USO on geopolitical risk
2026-09-26 Iran president signals willingness, but oil falls, uncertainty remains
2026-09-29 Multiple reports say Iran agreed to halt enrichment for sanctions relief, pressuring oil
2026-09-29 Trump denies concessions to Iran, but talks continue; Iranian officials pessimistic, geopolitical uncertainty persists for oil.
2026-10-02 US carrier deployment and no nuclear talks may support oil prices
2026-10-02 US carrier deployment and stalled nuclear talks, plus new Strait of Hormuz transit details, heighten oil volatility
8-K filing
8-K: Item 1.01
D1 +1.1% · +5d -4.0%
Other
Trump Proposes $5B Middle East Energy Rebuild Fund, USO Oil Volatility Persists
Trump's energy rebuild fund proposal plus early return to White House keeps geopolitical risk on oil
D1 -0.6% · +5d -1.4%
›5 waves of this story
2026-09-17 Reuters: China privately asked Iran to restrain Houthis, easing Red Sea risk premium, pressuring USO
2026-09-19 News of US-Houthi talks and Saudi supply curbs intensify crude swings, extending USO's prior trend.
2026-09-19 Trump's Houthi comment adds fresh color to Mideast shipping risk, but no clear oil price signal yet
2026-09-20 Escalation and negotiation signals mix, affecting oil risk premium
2026-09-22 Trump's energy rebuild fund proposal plus early return to White House keeps geopolitical risk on oil
Insider buying
Insider buying $6.8M (1)
D1 -3.5% · +5d -4.7%
Insider buying
Insider buying $16.0M (1)
D1 +1.1% · +5d -5.4%
Insider buying
Insider buying $0.6M (1)
D1 -2.2% · +5d -0.7%
Insider selling
Insider selling $11.9M (1)
D1 -2.2% · +5d -0.7%
OtherBear
USO under pressure as Iran ceasefire hopes and EIA build weigh
Iran ceasefire reports and EIA crude build pressure oil prices, weighing on USO
D1 +1.3% · +5d +6.4%
›2 waves of this story
2026-08-14 Aug CPI at 0.1% m/m reduces hike odds; USO call options and oil bounce provide support
2026-08-27 Iran ceasefire reports and EIA crude build pressure oil prices, weighing on USO
OtherBear
USO Pressured as US-Iran Ceasefire Reportedly Reached
Multiple sources report a Pakistan-mediated US-Iran ceasefire, pressuring oil; unconfirmed
D1 -1.4% · +5d -6.8%
›12 waves of this story
2026-07-30 Trump vows severe military response to Iranian missile strike, USO rallies; US sanctions on Iran-linked tankers and WSJ report on airstrike plan add to escalation.
2026-07-30 US-Iran tensions persist, crude stockpiles drop, SPR at lowest since 1983, oil volatility rises
2026-08-01 Trump's remark aligns with recent peace hopes, but war premium persists; market split on deal odds.
2026-08-11 US claims control of strait and mine clearance, extending US-Iran de-escalation line
2026-08-11 US-Iran talks progress, reduced risk to Hormuz shipping, affecting oil supply outlook
2026-08-11 US fires on ship breaking blockade, Iran says strait remains closed, but Pakistan says deal close; conflicting signals.
2026-08-12 IEA reserve draw and record USO dark pool activity underscore ongoing Hormuz-driven oil volatility
2026-08-17 Trump's Oman bombing threat and reported US-Iran extension keep oil geopolitics in focus for USO
2026-08-18 Trump denies talks with Iran, Hormuz shipping risk persists, impacting USO
2026-08-21 Trump announces toughest sanctions on Iran, geopolitical risks may impact oil prices
2026-08-21 Trump's 'economic D-Day' on Iran plus diesel price surge concerns keep USO a key oil-exposure vehicle
U.S. says Iran-Oman Hormuz deal is nearing completion after 2 months of talks
A shipping framework in the Strait of Hormuz could reshape risk pricing for the world’s most important oil transit lane.
D1 +6.7% · +5d +3.5%
GeopoliticsBear
Iran weighs tighter Hormuz rules as Oman talks near completion
Tehran is considering restrictions on “hostile” ships while separately advancing a transit framework with Oman, keeping a vital oil chokepoint in focus.
D1 -0.7% · +5d +7.3%
GeopoliticsBull
Iran says Hormuz talks reach final stage as 20% of oil flows hang in balance
Tehran and Muscat are nearing a draft over safe shipping lanes, a move that could ease pressure on global energy markets.
D1 +3.5% · +5d +5.2%
GeopoliticsBear
US and Iran near 60-day Hormuz accord as Brent slips below $79
Oman-brokered talks are still unresolved on fees, security guarantees and sanctions relief, underscoring the stakes for global oil shipping.
D1 -0.8% · +5d +10.8%
GeopoliticsBear
Trump Says Iran Deal Framework on Hormuz, Talks to Start Aug. 3
Iran weighs European mine clearance, US official says deal possible in 2 days, Al Arabiya reports full reopening announcement within hours
D1 -5.5% · +5d +3.1%
GeopoliticsBear
Trump cancels Iran strike as deal outline is set; WTI closes at $84.67, Brent at $90.12
Brent drops >7%, WTI -5.7% as Trump calls off strike, talks set Monday, easing supply fears
2026-08-03 Brent drops >7%, WTI -5.7% as Trump calls off strike, talks set Monday, easing supply fears
OtherBear
USO Plunges 8.3% as US-Iran Truce Holds, War Premium Bleeds Out
Informal ceasefire collapses as Iran fires missiles at US base in Jordan, oil spikes after hours.
D1 -3.4% · +5d -3.9%
›2 waves of this story
2026-07-28 Trump says US paused Iran strikes for talks; Brent slides 5.2% to $91.73; USO records third-worst day in 4 years
2026-07-29 Informal ceasefire collapses as Iran fires missiles at US base in Jordan, oil spikes after hours.
OtherBear
US Strikes Iranian Targets in Strait of Hormuz
Weekend talks progress; Iran offers conditional halt, oil index down ~5%
D1 +8.4% · +5d +6.6%
›13 waves of this story
2026-07-13 US military strikes Iranian targets; Trump says strait open; oil rises on war news.
2026-07-14 Trump claims takeover and blockade restoration; Iran rejects US control; shipping traffic drops 60%; Dubai plans bypass port.
2026-07-15 Iranian adviser says US-Iran MOU void; Trump threatens strikes on Iranian power plants next week, boosting oil volatility.
2026-07-16 Geopolitical tension persists; oil-linked options IV rises
2026-07-16 Iran threatens Red Sea closure via Houthis, escalating energy supply risks
2026-07-18 Axios reports the US sending dozens more refueling planes to Israel ahead of possible escalation, adding to oil volatility
2026-07-21 Houthi navigation ban on Saudi Arabia, plus US aircraft deployment and Iran retaliation threats, heighten supply risks in the Strait of Hormuz.
2026-07-21 Trump's comments on Iran, alongside US strikes, pushed crude futures up nearly 3% to $85.55, highest since June 12.
2026-07-22 Iran's Lark Island hit by US missiles; Trump threatens infrastructure; oil tops $95
2026-07-23 Sec. Rubio warns of action if diplomacy fails; WTI jumps nearly 4%
2026-07-24 Sen. Paul says US worse off in Iran war; higher energy prices, militarized Hormuz; oil climbs
2026-07-26 Trump on Friday ordered no new strikes on Iran, breaking a 13-day daily strike streak, signaling a marginal easing of oil supply risk.
2026-07-26 Weekend talks progress; Iran offers conditional halt, oil index down ~5%
OtherBear
USO Up 70% YoY; Traders Flag Weak Volume, Risk of Failed Move
Bahrain/Kuwait strikes on Iran and Hormuz supply risks underpin crude, yet traders warn weak volume may cap rebound
D1 +2.2% · +5d -1.8%
›3 waves of this story
2026-07-22 USO is up 70% YoY, but current volume is weaker than the original move, increasing odds of a failed rally.
2026-07-24 Brent tops $100; Houthis hit Saudi tankers; Trump threatens punishment; oil surge lifts USO
2026-07-25 Bahrain/Kuwait strikes on Iran and Hormuz supply risks underpin crude, yet traders warn weak volume may cap rebound
AnalystBear
Veteran Trader Warns of Temporary Crude Surplus for USO
Ex-Petronas trader says despite historic refining margins and 10% global capacity offline, a temporary crude surplus pressures ETFs like USO.
D1 +1.3% · +5d -0.6%
Related — this ticker is not the subject
RelatedEarnings
AEP Q3 revenue hits $6.83B, tops estimates; FY26 operating EPS guided at or above high end
The utility paired the beat with an expanded capital plan and a higher growth outlook, putting earnings and investment momentum side by side
D1 +1.6% · +5d -12.7%
①
Bull vs bear
by direction · sourced
Bull signals0
None yet
Bear signals0
None yet
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
⑩
Discussion
be the first
Be civil · your views are your own
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
26 items
CompanyBear
Iran's Supreme Leader Authorizes Talks, USO Geopolitical Risk Easing Signal Strengthens
Iranian president says supreme leader authorized talks, plus US mediation letter, pressuring oil
D1 -1.9% · +5d -5.6%
›7 waves of this story
2026-10-24 Trump's mixed signals plus highest vessel attacks since conflict start bolster USO risk premium
2026-10-24 Conflict nears 8 months; physical discount vs futures high divergence; oil prices weigh on midterms
2026-10-25 US media reports military prep for post-election strikes on Iran, alongside Trump's renewed threats, sustaining geopolitical risk for oil prices.
2026-10-27 Iran says it could reopen the Strait within 4-5 days if conditions met, shorter than proposed 7, alongside US military prep reports, geopremium may swing both ways
2026-10-27 Supreme Leader's public meeting and reiteration of Hormuz control and oil sanction relief as preconditions align with recent easing signals
2026-10-29 Iranian FM says forces ready but diplomacy still given a chance, corroborating Supreme Leader's conditions
2026-11-03 Iranian president says supreme leader authorized talks, plus US mediation letter, pressuring oil
Other
US-Russia discuss post-war Sakhalin oil JV, USO geopolitical risk resurfaces
White House-Kremlin direct talks link US oil firms' return to Ukraine ceasefire, but US firms cautious
2026-10-28 White House-Kremlin direct talks link US oil firms' return to Ukraine ceasefire, but US firms cautious
AnalystBull
USO Call Skew Hits Sept High, Energy Sentiment Extreme Bullish
WTI call skew rose to +7.2%, highest since Sep 10; USO sentiment hit 93.11, reflecting rising hedging demand amid Mideast supply risks
D1 -1.4% · +5d -3.5%
RegulationBull
US Lawmakers Move to Block Trump Russia Diesel Deal, Geopolitical Risk Resurfaces for USO
Bipartisan bill seeks to revoke Treasury license and tighten sanctions, while US-Russia talks continue, fueling supply uncertainty
D1 -0.6% · +5d +3.4%
›2 waves of this story
2026-10-17 Congressional action and NATO Black Sea response add geopolitical premium to crude
2026-10-17 Bipartisan bill seeks to revoke Treasury license and tighten sanctions, while US-Russia talks continue, fueling supply uncertainty
AnalystBull
Paul Tudor Jones Sees Oil Rally $25, Bullish Bet on USO
Famed investor bullish on oil, large call option bet boosts USO sentiment
D1 +1.4% · +5d +4.9%
21 earlier events›
OtherBear
Trump urges Ukraine to stop striking Russian refineries, USO geopolitical premium keeps fading
Trump again suggests replacing Ukraine's president and urges halt to strikes; Russian diesel supply rises, USO geopolitical premium keeps fading
D1 -1.8% · +5d +0.6%
›6 waves of this story
2026-10-02 Trump claims Europe agreed to release large diesel reserves, potentially boosting supply and pressuring oil prices
2026-10-09 Trump says productive talks with Iran, no attack before midterms, geopolitical risk eases
2026-10-09 Trump says no strike on Iran, talks progress, oil gives back risk premium
2026-10-10 Trump vows no Iran strike before Nov 3 and announces Russian diesel exports, further unwinding risk premium
2026-10-12 Trump pivots to Russia-Ukraine energy ceasefire to ease oil prices; with more Russian diesel supply, USO's geopolitical premium keeps fading
2026-10-11 Trump again suggests replacing Ukraine's president and urges halt to strikes; Russian diesel supply rises, USO geopolitical premium keeps fading
RegulationBear
IEA Reserve Release and Hurricane Impact Weigh on USO
IEA reserve release offsets hurricane shutdowns, but demand concerns persist
USO Geopolitical Risk Rises as US-Iran Tensions Persist
US carrier deployment and stalled nuclear talks, plus new Strait of Hormuz transit details, heighten oil volatility
D1 +3.3% · +5d -2.1%
›8 waves of this story
2026-09-23 Iran FM met Witkoff at UNGA, set conditions to reopen Hormuz; Trump cites strong momentum for deal
2026-09-23 Senior Iranian official says Tehran is reviewing U.S. response to proposal to end hostilities
2026-09-24 US-Iran talks confirmed but limited progress, supporting USO on geopolitical risk
2026-09-26 Iran president signals willingness, but oil falls, uncertainty remains
2026-09-29 Multiple reports say Iran agreed to halt enrichment for sanctions relief, pressuring oil
2026-09-29 Trump denies concessions to Iran, but talks continue; Iranian officials pessimistic, geopolitical uncertainty persists for oil.
2026-10-02 US carrier deployment and no nuclear talks may support oil prices
2026-10-02 US carrier deployment and stalled nuclear talks, plus new Strait of Hormuz transit details, heighten oil volatility
8-K filing
8-K: Item 1.01
D1 +1.1% · +5d -4.0%
Other
Trump Proposes $5B Middle East Energy Rebuild Fund, USO Oil Volatility Persists
Trump's energy rebuild fund proposal plus early return to White House keeps geopolitical risk on oil
D1 -0.6% · +5d -1.4%
›5 waves of this story
2026-09-17 Reuters: China privately asked Iran to restrain Houthis, easing Red Sea risk premium, pressuring USO
2026-09-19 News of US-Houthi talks and Saudi supply curbs intensify crude swings, extending USO's prior trend.
2026-09-19 Trump's Houthi comment adds fresh color to Mideast shipping risk, but no clear oil price signal yet
2026-09-20 Escalation and negotiation signals mix, affecting oil risk premium
2026-09-22 Trump's energy rebuild fund proposal plus early return to White House keeps geopolitical risk on oil
Insider buying
Insider buying $6.8M (1)
D1 -3.5% · +5d -4.7%
Insider buying
Insider buying $16.0M (1)
D1 +1.1% · +5d -5.4%
Insider buying
Insider buying $0.6M (1)
D1 -2.2% · +5d -0.7%
Insider selling
Insider selling $11.9M (1)
D1 -2.2% · +5d -0.7%
OtherBear
USO under pressure as Iran ceasefire hopes and EIA build weigh
Iran ceasefire reports and EIA crude build pressure oil prices, weighing on USO
D1 +1.3% · +5d +6.4%
›2 waves of this story
2026-08-14 Aug CPI at 0.1% m/m reduces hike odds; USO call options and oil bounce provide support
2026-08-27 Iran ceasefire reports and EIA crude build pressure oil prices, weighing on USO
OtherBear
USO Pressured as US-Iran Ceasefire Reportedly Reached
Multiple sources report a Pakistan-mediated US-Iran ceasefire, pressuring oil; unconfirmed
D1 -1.4% · +5d -6.8%
›12 waves of this story
2026-07-30 Trump vows severe military response to Iranian missile strike, USO rallies; US sanctions on Iran-linked tankers and WSJ report on airstrike plan add to escalation.
2026-07-30 US-Iran tensions persist, crude stockpiles drop, SPR at lowest since 1983, oil volatility rises
2026-08-01 Trump's remark aligns with recent peace hopes, but war premium persists; market split on deal odds.
2026-08-11 US claims control of strait and mine clearance, extending US-Iran de-escalation line
2026-08-11 US-Iran talks progress, reduced risk to Hormuz shipping, affecting oil supply outlook
2026-08-11 US fires on ship breaking blockade, Iran says strait remains closed, but Pakistan says deal close; conflicting signals.
2026-08-12 IEA reserve draw and record USO dark pool activity underscore ongoing Hormuz-driven oil volatility
2026-08-17 Trump's Oman bombing threat and reported US-Iran extension keep oil geopolitics in focus for USO
2026-08-18 Trump denies talks with Iran, Hormuz shipping risk persists, impacting USO
2026-08-21 Trump announces toughest sanctions on Iran, geopolitical risks may impact oil prices
2026-08-21 Trump's 'economic D-Day' on Iran plus diesel price surge concerns keep USO a key oil-exposure vehicle
U.S. says Iran-Oman Hormuz deal is nearing completion after 2 months of talks
A shipping framework in the Strait of Hormuz could reshape risk pricing for the world’s most important oil transit lane.
D1 +6.7% · +5d +3.5%
GeopoliticsBear
Iran weighs tighter Hormuz rules as Oman talks near completion
Tehran is considering restrictions on “hostile” ships while separately advancing a transit framework with Oman, keeping a vital oil chokepoint in focus.
D1 -0.7% · +5d +7.3%
GeopoliticsBull
Iran says Hormuz talks reach final stage as 20% of oil flows hang in balance
Tehran and Muscat are nearing a draft over safe shipping lanes, a move that could ease pressure on global energy markets.
D1 +3.5% · +5d +5.2%
GeopoliticsBear
US and Iran near 60-day Hormuz accord as Brent slips below $79
Oman-brokered talks are still unresolved on fees, security guarantees and sanctions relief, underscoring the stakes for global oil shipping.
D1 -0.8% · +5d +10.8%
GeopoliticsBear
Trump Says Iran Deal Framework on Hormuz, Talks to Start Aug. 3
Iran weighs European mine clearance, US official says deal possible in 2 days, Al Arabiya reports full reopening announcement within hours
D1 -5.5% · +5d +3.1%
GeopoliticsBear
Trump cancels Iran strike as deal outline is set; WTI closes at $84.67, Brent at $90.12
Brent drops >7%, WTI -5.7% as Trump calls off strike, talks set Monday, easing supply fears
2026-08-03 Brent drops >7%, WTI -5.7% as Trump calls off strike, talks set Monday, easing supply fears
OtherBear
USO Plunges 8.3% as US-Iran Truce Holds, War Premium Bleeds Out
Informal ceasefire collapses as Iran fires missiles at US base in Jordan, oil spikes after hours.
D1 -3.4% · +5d -3.9%
›2 waves of this story
2026-07-28 Trump says US paused Iran strikes for talks; Brent slides 5.2% to $91.73; USO records third-worst day in 4 years
2026-07-29 Informal ceasefire collapses as Iran fires missiles at US base in Jordan, oil spikes after hours.
OtherBear
US Strikes Iranian Targets in Strait of Hormuz
Weekend talks progress; Iran offers conditional halt, oil index down ~5%
D1 +8.4% · +5d +6.6%
›13 waves of this story
2026-07-13 US military strikes Iranian targets; Trump says strait open; oil rises on war news.
2026-07-14 Trump claims takeover and blockade restoration; Iran rejects US control; shipping traffic drops 60%; Dubai plans bypass port.
2026-07-15 Iranian adviser says US-Iran MOU void; Trump threatens strikes on Iranian power plants next week, boosting oil volatility.
2026-07-16 Geopolitical tension persists; oil-linked options IV rises
2026-07-16 Iran threatens Red Sea closure via Houthis, escalating energy supply risks
2026-07-18 Axios reports the US sending dozens more refueling planes to Israel ahead of possible escalation, adding to oil volatility
2026-07-21 Houthi navigation ban on Saudi Arabia, plus US aircraft deployment and Iran retaliation threats, heighten supply risks in the Strait of Hormuz.
2026-07-21 Trump's comments on Iran, alongside US strikes, pushed crude futures up nearly 3% to $85.55, highest since June 12.
2026-07-22 Iran's Lark Island hit by US missiles; Trump threatens infrastructure; oil tops $95
2026-07-23 Sec. Rubio warns of action if diplomacy fails; WTI jumps nearly 4%
2026-07-24 Sen. Paul says US worse off in Iran war; higher energy prices, militarized Hormuz; oil climbs
2026-07-26 Trump on Friday ordered no new strikes on Iran, breaking a 13-day daily strike streak, signaling a marginal easing of oil supply risk.
2026-07-26 Weekend talks progress; Iran offers conditional halt, oil index down ~5%
OtherBear
USO Up 70% YoY; Traders Flag Weak Volume, Risk of Failed Move
Bahrain/Kuwait strikes on Iran and Hormuz supply risks underpin crude, yet traders warn weak volume may cap rebound
D1 +2.2% · +5d -1.8%
›3 waves of this story
2026-07-22 USO is up 70% YoY, but current volume is weaker than the original move, increasing odds of a failed rally.
2026-07-24 Brent tops $100; Houthis hit Saudi tankers; Trump threatens punishment; oil surge lifts USO
2026-07-25 Bahrain/Kuwait strikes on Iran and Hormuz supply risks underpin crude, yet traders warn weak volume may cap rebound
AnalystBear
Veteran Trader Warns of Temporary Crude Surplus for USO
Ex-Petronas trader says despite historic refining margins and 10% global capacity offline, a temporary crude surplus pressures ETFs like USO.
D1 +1.3% · +5d -0.6%
Related — this ticker is not the subject
RelatedEarnings
AEP Q3 revenue hits $6.83B, tops estimates; FY26 operating EPS guided at or above high end
The utility paired the beat with an expanded capital plan and a higher growth outlook, putting earnings and investment momentum side by side