Geopolitics Alpha

Drone attack sparks fire at one of Russia’s largest oil refineries in Yaroslavl, media report

Published . Updated .

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ENERGYDrone attack sparks fire at one ofRussia’s largest oil refineries inYaroslavl, media reportGEOPOLITICS ALPHA

This report is about oil and refining.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund-1.1% 30d

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

  • XLE Energy Select Sector SPDR+7.4% 30d

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

  • CRAK VanEck Oil Refiners ETF

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

  • ITA iShares U.S. Aerospace & Defense ETF+3.4% 30d

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

  • XOM ExxonMobil Holdings-2.7% 17d

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

  • VLO Valero Energy-11.1% 30d

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

  • CVX Chevron+4.7% 30d

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

  • MPC Marathon Petroleum+6.0% 17d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+4.37%+7.30%base+0.90%-7.20%-5.48%-4.86%
XLE+1.44%+2.16%base-0.83%———
CRAK+1.98%+0.61%base-0.67%-3.69%-7.09%-8.84%
ITA-3.96%-0.11%base+0.81%-0.88%-4.84%-3.54%
XOM+0.06%+1.89%base-1.26%-5.72%-8.04%-7.56%
VLO+1.54%+0.86%base+1.57%———
CVX+0.19%+1.58%base-1.10%-4.77%-5.46%-6.49%
MPC+1.26%+0.47%base-0.63%———

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 sparks fire at one of Russia’s largest oil refineries in Yaroslavl, media report Ukrinform

Source: Ukrinform

Energy

CompanyWhenMoveStatus
CRAKthat day-0.67%final price
CRAKthe next day-3.69%final price
CRAKtwo days later-7.09%final price
CRAKthree days later-8.84%final price
CRAKthree days earlier+0.61%final price
CRAKfive days earlier+1.98%final price
CVXthat day-1.10%final price
CVXthe next day-4.77%final price
CVXtwo days later-5.46%final price
CVXthree days later-6.49%final price
CVXthree days earlier+1.58%final price
CVXfive days earlier+0.19%final price
ITAthat day+0.81%final price
ITAthe next day-0.88%final price
ITAtwo days later-4.84%final price
ITAthree days later-3.54%final price
ITAthree days earlier-0.11%final price
ITAfive days earlier-3.96%final price
MPCthat day-0.63%final price
MPCthree days earlier+0.47%final price
MPCfive days earlier+1.26%final price
USOthat day+0.90%final price
USOthe next day-7.20%final price
USOtwo days later-5.48%final price
USOthree days later-4.86%final price
USOthree days earlier+7.30%final price
USOfive days earlier+4.37%final price
VLOthat day+1.57%final price
VLOthree days earlier+0.86%final price
VLOfive days earlier+1.54%final price
XLEthat day-0.83%final price
XLEthree days earlier+2.16%final price
XLEfive days earlier+1.44%final price
XOMthat day-1.26%final price
XOMthe next day-5.72%final price
XOMtwo days later-8.04%final price
XOMthree days later-7.56%final price
XOMthree days earlier+1.89%final price
XOMfive days earlier+0.06%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).

How solid the energy case looks

25 out of 100

“Drone attack sparks fire at one of Russia’s largest oil refineries in Yaroslavl, media report” scores 25 out of 100. The score uses 2 sources.