Geopolitics Alpha

Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight

Published . Updated .

Key takeaways

  • Russia said its air defenses downed 142 Ukrainian drones overnight, while the attack prompted temporary flight restrictions at Krasnodar airport.
  • Exposed: CRAK, XLE, ITA, USO, VLO
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight

Russia said its air defenses downed 142 Ukrainian drones overnight, while the attack prompted temporary flight restrictions at Krasnodar airport.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

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

  • XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d

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

  • 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.

  • USO United States Oil Fund-5.0% 30d

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

  • LMT Lockheed Martin+13.5% 30d

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

  • RTX Rtx+2.6% 12d

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

  • NOC Northrop Grumman+3.2% 30d

    Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story.

  • GD General Dynamics+8.5% 30d

    General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA+2.67%+5.93%baseafter closeafter closeafter closeafter close
XARNo price data for this ticker———————
CRAK+9.63%+6.91%baseafter closeafter closeafter closeafter close
USO+13.96%+6.75%baseafter closeafter closeafter closeafter close
LMTNo price data for this ticker———————
RTXNo price data for this ticker———————
NOCNo price data for this ticker———————
GDNo price data for this ticker———————

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.

Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight Kyiv Post

Source: Kyiv Post

How far Vaneck Etf Trust (CRAK) has moved since 6 Nov 2026

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)three days earlier+6.91%final price
Vaneck Etf Trust (CRAK)five days earlier+9.63%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+5.93%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+2.67%final price
United States Oil Fund (USO)three days earlier+6.75%final price
United States Oil Fund (USO)five days earlier+13.96%final price

Congressional trades 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 carried with this story

  • CRAK Vaneck Etf Trust

    In “Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight,” 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

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight.” Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story

  • USO United States Oil Fund

    In “Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight,” 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 “russia” (oil) in this story

  • VLO Valero Energy

    Valero Energy (VLO) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight.” 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 “Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight,” 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

    Phillips 66 (PSX) is linked, with no stored direction, medium confidence in the 6 Nov 2026 story “Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight.” 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

    In “Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

How energy news reaches Vaneck Etf Trust (CRAK)

“Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight” (6 Nov 2026) reaches Vaneck Etf Trust (CRAK) through Energy.

For Vaneck Etf Trust (CRAK), the reason on file says VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

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

Price levels for Vaneck Etf Trust (CRAK)

ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

How solid the energy case looks

46 out of 100

“Drone Attack Reportedly Hits Russia’s Afipsky Refinery as 142 UAVs Are Downed Across Russia Overnight” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.