Drones Hit Bashneft-Novoil Refinery in Ufa
Published . Updated .
Drones have struck Ufa’s refining cluster, setting the key L-35 catalytic reformer ablaze at Bashneft-Novoil as Russia claimed 433 UAVs downed.
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+12.1% 30d
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-3.0% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story.
- VLO Valero Energy+0.7% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- MPC Marathon Petroleum+13.1% 9d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- PSX Phillips 66+12.1% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- XOM ExxonMobil Holdings+13.4% 16d
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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRAKNo price data for this ticker | — | — | — | — | — | — | — |
| XLE | -0.51% | -2.20% | base | after close | after close | after close | after close |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| VLO | +6.57% | -2.89% | base | after close | after close | after close | after close |
| MPC | +5.85% | -0.90% | base | after close | after close | after close | after close |
| PSXNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -1.45% | -2.77% | base | after close | after close | after close | after 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.
Market Call
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Drones Hit Bashneft-Novoil Refinery in Ufa Kyiv Post
Source: Kyiv Post
Vaneck Etf Trust (CRAK) since “Drones Hit Bashneft-Novoil Refinery in Ufa,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Marathon Petroleum (MPC) | three days earlier | -0.90% | final price |
| Marathon Petroleum (MPC) | five days earlier | +5.85% | final price |
| Valero Energy (VLO) | three days earlier | -2.89% | final price |
| Valero Energy (VLO) | five days earlier | +6.57% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -2.20% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -0.51% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -2.77% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -1.45% | final price |
Congressional trades in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 39 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 17 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 61 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 17 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 38 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 59 days before publication. Filed 7 Oct 2026. View the filing.
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 that tend to gain
- XOM ExxonMobil Holdings
For “Drones Hit Bashneft-Novoil Refinery in Ufa,” ExxonMobil Holdings (XOM) tends to benefit, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
- CVX Chevron
Chevron (CVX) tends to benefit, medium confidence in the 31 Oct 2026 story “Drones Hit Bashneft-Novoil Refinery in Ufa.” Reason on file: Chevron (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
No up or down call on file
- CRAK Vaneck Etf Trust
For “Drones Hit Bashneft-Novoil Refinery in Ufa,” 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
For “Drones Hit Bashneft-Novoil Refinery in Ufa,” 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
- ITA IShares U.S. Aerospace & Defense ETF
In “Drones Hit Bashneft-Novoil Refinery in Ufa,” 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 “drones” (defense) in this story
- VLO Valero Energy
In “Drones Hit Bashneft-Novoil Refinery in Ufa,” 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
Vaneck Etf Trust (CRAK) and the energy link
The 31 Oct 2026 story “Drones Hit Bashneft-Novoil Refinery in Ufa” names Vaneck Etf Trust (CRAK) because of Energy.
What ties Vaneck Etf Trust (CRAK) to the headline 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)
ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 209.72. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.
How solid “Drones Hit Bashneft-Novoil Refinery in Ufa” looks
46 out of 100
“Drones Hit Bashneft-Novoil Refinery in Ufa” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.