Events · who it helps and who it hurts

EIA weekly petroleum status

The weekly government report on US oil stockpiles.

Next release: Nov 12, 2026 at 12:00 US/Eastern

The reads below are for when stockpiles fall more than expected. Expect the opposite when stockpiles build up.

Sectors

Basic MaterialsUsually helpsSome chemicals and oil-sands producers earn more.

Consumer CyclicalUsually hurtsDearer petrol leaves households less to spend elsewhere.

Consumer DefensiveUsually hurtsShipping and packaging costs rise.

EnergyUsually helpsOil companies earn more when the oil price rises.

IndustrialsUsually hurtsFuel is a big cost for airlines, truckers and shippers.

Communication ServicesLittle effectLittle direct link.

Financial ServicesLittle effectLittle direct link.

HealthcareLittle effectLittle direct link.

Real EstateLittle effectLittle direct link.

TechnologyLittle effectLittle direct link.

UtilitiesLittle effectLittle direct link.

Where each sector’s relative strength sits this week is on the rotation board.

AirlinesUsually hurtsJet fuel is an airline's second-biggest cost.

Auto ManufacturersUsually hurtsDear petrol pushes buyers toward smaller, cheaper cars.

Marine ShippingUsually hurtsShips burn fuel.

Oil & Gas Equipment & ServicesUsually helpsDrillers hire more rigs when oil is dear.

Oil & Gas IntegratedUsually helpsOil majors sell at the higher price.

Oil & Gas Refining & MarketingUsually hurtsRefiners pay more for crude before they can raise petrol prices.

TruckingUsually hurtsDiesel is a trucker's biggest cost.

SolarLittle effectSolar competes with natural gas on the grid, not oil; little link.