Geopolitics Alpha

Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense

Published . Updated .

GEOPOLITICS ALPHAAmericans outraged over Trump’ssupport of Putin through thesanctions pause and diesel…GEOPOLITICS ALPHA

This report is about oil and defense.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+2.7% 30d

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

  • XLE Energy Select Sector SPDR+5.6% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.

  • UNG United States Natural Gas Fund-9.2% 30d

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

  • XOM ExxonMobil Holdings+11.8% 12d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.

  • CVX Chevron+6.5% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story.

  • LMT Lockheed Martin+19.1% 30d

    Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.

  • RTX Rtx+1.1% 7d

    Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-3.36%-2.27%base-1.70%after closeafter closeafter close
XLE-2.42%-2.96%base-1.65%after closeafter closeafter close
ITA-0.49%-1.27%base-0.82%after closeafter closeafter close
UNGNo price data for this ticker———————
XOM-3.61%-3.44%base-1.47%after closeafter closeafter close
CVXNo price data for this ticker———————
LMT-13.64%-7.12%base-1.23%after closeafter closeafter close
RTX-2.10%-1.45%base-0.51%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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Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense Northeast Valley News

Source: Northeast Valley News

United States Oil Fund (USO) since this story, compared with the market

CompanyWhenMoveStatus
IShares U.S. Aerospace & Defense ETF (ITA)that day-0.82%still updating
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-1.27%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-0.49%final price
Lockheed Martin (LMT)that day-1.23%still updating
Lockheed Martin (LMT)three days earlier-7.12%final price
Lockheed Martin (LMT)five days earlier-13.64%final price
Rtx (RTX)that day-0.51%still updating
Rtx (RTX)three days earlier-1.45%final price
Rtx (RTX)five days earlier-2.10%final price
United States Oil Fund (USO)that day-1.70%still updating
United States Oil Fund (USO)three days earlier-2.27%final price
United States Oil Fund (USO)five days earlier-3.36%final price
Select Sector Spdr Tr (XLE)that day-1.65%still updating
Select Sector Spdr Tr (XLE)three days earlier-2.96%final price
Select Sector Spdr Tr (XLE)five days earlier-2.42%final price
ExxonMobil Holdings (XOM)that day-1.47%still updating
ExxonMobil Holdings (XOM)three days earlier-3.44%final price
ExxonMobil Holdings (XOM)five days earlier-3.61%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 gains and who loses around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    In “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story

  • UNG United States Natural Gas Fund

    For “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “putin” (natural gas) in this story

  • LMT Lockheed Martin

    For “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense,” Lockheed Martin (LMT) is linked, with no stored direction, medium confidence. Reason on file: Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story

  • RTX Rtx

    Rtx (RTX) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense.” Reason on file: Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story

  • CVX Chevron

    For “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “diesel” (oil) in this story

United States Oil Fund (USO)

United States Oil Fund (USO) is the company in “Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense,” the 27 Oct 2026 this story story.

For United States Oil Fund (USO), the reason on file says United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “diesel” (oil) in this story

Price levels for United States Oil Fund (USO)

ITA traded between 197.59 and 211.71 across 20 sessions. The latest close on file is 207.10. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 166.26. XLE traded between 60.95 and 69.86 across 20 sessions. The latest close on file is 69.64.

A simple score for United States Oil Fund (USO)

46 out of 100Price not final

“Americans outraged over Trump’s support of Putin through the sanctions pause and diesel deal—weakening Ukraine’s defense” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.