Oil Hits $100: Which Stocks And ETFs Win Or Lose?
Brent topped $100 after US strikes on Iranian tankers. Refiners have doubled in 2026. Airlines, REITs and gold miners are on the wrong side.
Stocks · News reference
QUICK SPARK: Diesel Squeeze Puts Valero Stock On Pace For Best Year Ever, Up 140%
Valero shares are up 140.6% in 2026, on pace for its best year ever; the diesel crack spread near $106 a barrel dwarfs gasoline's $31.
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
Oil Refiners ETF (CRAK) Hits New 52-Week High
The VanEck Oil Refiners ETF (CRAK) has surged 75.41% from its 52-week low, reaching a 52-week high amid rising oil prices. Escalating tensions between the U.S. and Iran have heightened supply concerns, positioning oil refining companies to benefit from elevated crude prices. The fund shows a positive weighted alpha of 77.85, suggesting potential for continued near-term gains.
The ‘Debasement’ Trade Is Here, and Commodities Are Sending the Warning
The Treasury doubled long-bond buybacks as diesel cracks hit a record $102.20. Jeff Currie says the gap between scarcity and repression is debasement.
Shares of oil and gas refining and marketing companies are trading higher despite a retracement in oil prices amid investor focus on shortages of refined petroleum products stemming from persistent outages in Russian and Middle Eastern refining capacity.
The Next Oil Shock Has No Safety Valve — And the Bill Will Land in Your Pantry
Drone strikes shut Saudi Arabia’s key pipeline, threatening global oil supplies as depleted inventories and maxed-out U.S. refineries limit relief.
Stock Market News for Sep 16, 2026
Wall Street declined on Tuesday as rising Treasury yields and debt concerns weighed on investor sentiment, particularly affecting discretionary and utilities stocks. The Dow fell 0.6%, Nasdaq dropped 0.8%, and S&P 500 lost 0.5%. Energy stocks bucked the trend, gaining 2.3% as oil prices surged due to Saudi supply disruptions. Markets are pricing in a 94.5% likelihood of a Fed rate hike on Wednesday.