Geopolitics Alpha

80% Back Russian Refinery Strikes Even if US Cuts Aid

Published . Updated .

80% Back Russian Refinery Strikes Even if US Cuts Aid

Only 11% support halting strikes on Russian oil refineries in a scenario involving US aid cuts and no reciprocal commitments from Moscow.

Directly affected

  • No company is named in this report.

Indirectly affected

  • CRAK VanEck Oil Refiners ETF

    VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.

  • XLE Energy Select Sector SPDR+6.2% 30d

    Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.

  • USO United States Oil Fund+7.3% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • UNG United States Natural Gas Fund-7.8% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story.

  • VLO Valero Energy+1.5% 30d

    Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • MPC Marathon Petroleum+10.2% 7d

    Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • PSX Phillips 66+8.5% 30d

    Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • XOM ExxonMobil Holdings+10.3% 14d

    ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRAKNo price data for this ticker———————
XLE-1.29%+1.72%base-0.58%after closeafter closeafter close
USO-2.52%-0.26%base-1.74%after closeafter closeafter close
UNGNo price data for this ticker———————
VLONo price data for this ticker———————
MPCNo price data for this ticker———————
PSXNo price data for this ticker———————
XOM-2.14%+1.35%base-0.33%after 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.

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80% Back Russian Refinery Strikes Even if US Cuts Aid Kyiv Post

Source: Kyiv Post

Price since this story was published: Vaneck Etf Trust (CRAK)

CompanyWhenMoveStatus
United States Oil Fund (USO)that day-1.74%still updating
United States Oil Fund (USO)three days earlier-0.26%final price
United States Oil Fund (USO)five days earlier-2.52%final price
Select Sector Spdr Tr (XLE)that day-0.58%still updating
Select Sector Spdr Tr (XLE)three days earlier+1.72%final price
Select Sector Spdr Tr (XLE)five days earlier-1.29%final price
ExxonMobil Holdings (XOM)that day-0.33%still updating
ExxonMobil Holdings (XOM)three days earlier+1.35%final price
ExxonMobil Holdings (XOM)five days earlier-2.14%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).

Who collects and who pays in energy

Companies tied to this story

  • CRAK Vaneck Etf Trust

    For “80% Back Russian Refinery Strikes Even if US Cuts Aid,” Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence. Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • XLE Select Sector Spdr Tr

    In “80% Back Russian Refinery Strikes Even if US Cuts Aid,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • USO United States Oil Fund

    In “80% Back Russian Refinery Strikes Even if US Cuts Aid,” 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 “russian” (oil) in this story

  • UNG United States Natural Gas Fund

    United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “80% Back Russian Refinery Strikes Even if US Cuts Aid.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story

  • VLO Valero Energy

    In “80% Back Russian Refinery Strikes Even if US Cuts Aid,” Valero Energy (VLO) is linked, with no stored direction, medium confidence. Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • MPC Marathon Petroleum

    In “80% Back Russian Refinery Strikes Even if US Cuts Aid,” Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence. Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • PSX Phillips 66

    In “80% Back Russian Refinery Strikes Even if US Cuts Aid,” Phillips 66 (PSX) is linked, with no stored direction, medium confidence. Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • XOM ExxonMobil Holdings

    For “80% Back Russian Refinery Strikes Even if US Cuts Aid,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story

How energy news reaches Vaneck Etf Trust (CRAK)

The 29 Oct 2026 story “80% Back Russian Refinery Strikes Even if US Cuts Aid” names Vaneck Etf Trust (CRAK) because of Energy.

The link for Vaneck Etf Trust (CRAK) is this: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

Dates and price levels for Vaneck Etf Trust (CRAK)

USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 166.69. XLE traded between 61.05 and 69.86 across 20 sessions. The latest close on file is 68.46.

How strong the case is around Vaneck Etf Trust (CRAK)

46 out of 100Price not final

“80% Back Russian Refinery Strikes Even if US Cuts Aid” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.