Drones Hit Lukoil Refinery and Power Plant in Russia’s Kstovo
Published . Updated .
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Ukrainian long-range drones have struck Russia’s major Lukoil-Nizhegorodnefteorgsintez refinery and a CHP plant in Kstovo, sparking blazes across the facility.
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+6.9% 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+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story.
- XLU Utilities Select Sector SPDR+2.1% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “power plant” (power and utilities) in this story.
- VLO Valero Energy+3.1% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- MPC Marathon Petroleum+8.7% 11d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- PSX Phillips 66+7.9% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- XOM ExxonMobil Holdings+2.0% 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 |
|---|---|---|---|---|---|---|---|
| CRAK | +4.05% | -0.25% | base | -1.82% | -2.48% | -5.45% | after close |
| XLE | -0.51% | -2.20% | base | -3.91% | -4.71% | -9.28% | after close |
| ITA | -1.26% | -0.97% | base | +2.36% | +3.18% | +1.46% | after close |
| XLU | -2.04% | -2.19% | base | +0.53% | -0.05% | +0.46% | after close |
| VLO | +6.57% | -2.89% | base | -4.64% | -3.15% | -8.71% | after close |
| MPC | +5.85% | -0.90% | base | -3.18% | -3.80% | -11.72% | after close |
| PSX | +2.09% | -3.25% | base | -2.74% | -3.75% | -8.16% | after close |
| XOM | -1.45% | -2.77% | base | -4.00% | -5.21% | -9.49% | 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.
Drones Hit Lukoil Refinery and Power Plant in Russia’s Kstovo Kyiv Post
Source: Kyiv Post
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CRAK | that day | -1.82% | final price |
| CRAK | the next day | -2.48% | final price |
| CRAK | two days later | -5.45% | final price |
| CRAK | three days earlier | -0.25% | final price |
| CRAK | five days earlier | +4.05% | final price |
| ITA | that day | +2.36% | final price |
| ITA | the next day | +3.18% | final price |
| ITA | two days later | +1.46% | final price |
| ITA | three days earlier | -0.97% | final price |
| ITA | five days earlier | -1.26% | final price |
| MPC | that day | -3.18% | final price |
| MPC | the next day | -3.80% | final price |
| MPC | two days later | -11.72% | final price |
| MPC | three days earlier | -0.90% | final price |
| MPC | five days earlier | +5.85% | final price |
| PSX | that day | -2.74% | final price |
| PSX | the next day | -3.75% | final price |
| PSX | two days later | -8.16% | final price |
| PSX | three days earlier | -3.25% | final price |
| PSX | five days earlier | +2.09% | final price |
| VLO | that day | -4.64% | final price |
| VLO | the next day | -3.15% | final price |
| VLO | two days later | -8.71% | final price |
| VLO | three days earlier | -2.89% | final price |
| VLO | five days earlier | +6.57% | final price |
| XLE | that day | -3.91% | final price |
| XLE | the next day | -4.71% | final price |
| XLE | two days later | -9.28% | final price |
| XLE | three days earlier | -2.20% | final price |
| XLE | five days earlier | -0.51% | final price |
| XLU | that day | +0.53% | final price |
| XLU | the next day | -0.05% | final price |
| XLU | two days later | +0.46% | final price |
| XLU | three days earlier | -2.19% | final price |
| XLU | five days earlier | -2.04% | final price |
| XOM | that day | -4.00% | final price |
| XOM | the next day | -5.21% | final price |
| XOM | two days later | -9.49% | final price |
| XOM | three days earlier | -2.77% | final price |
| 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 15 Oct 2026. That is 17 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 40 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 18 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 62 days before publication. Filed 25 Sep 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).
How solid the energy case looks
12 out of 100
“Drones Hit Lukoil Refinery and Power Plant in Russia’s Kstovo” scores 12 out of 100. The score uses 1 sources.