News
Bear
Volatility: 2/5
Trump says oil and gas prices won't fall until 'right after' midterm election
September 09, 2026
·
cnbc
·
60% confidence
Summary
Trump predicts oil/gas prices won't fall until after midterms, prolonging high energy costs.
AI Analysis
The comment signals no near-term policy to lower energy prices, keeping input costs and inflation elevated. This pressures consumer spending and corporate margins, though some of this is already priced into markets.
Direction
Bear
Volatility
2/5 - Low
AI Confidence
60%
Affected Stocks
XOM
CVX
COP
DAL
UAL
LUV
Likely Winners
XOM (Exxon Mobil)
CVX (Chevron)
COP (ConocoPhillips)
Likely Losers
DAL (Delta Air Lines)
UAL (United Airlines)
LUV (Southwest Airlines)
Suggested Action
Buy XLE call spreads to express prolonged energy strength
Recommended Actions
- Buy XLE call spreads to express prolonged energy strength
- Add long exposure to XOM for continued oil price support
- Buy put spreads on UAL for airline margin risk from fuel costs
- Monitor WTI crude basis for sustained premium over $70/bbl
- Hedge consumer discretionary exposure with XLY puts if oil remains elevated