Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes
Published . Updated .
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This report is about refining and defense.
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.
- USO United States Oil Fund+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story.
- LMT Lockheed Martin+19.0% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. 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.
- RTX Rtx+2.2% 10d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “drones” (defense) 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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRAK | +1.98% | +0.61% | base | after close | after close | after close | after close |
| XLE | +1.44% | +2.16% | base | after close | after close | after close | after close |
| ITA | -3.96% | -0.11% | base | after close | after close | after close | after close |
| USO | +4.37% | +7.30% | base | after close | after close | after close | after close |
| LMT | -3.13% | +0.07% | base | after close | after close | after close | after close |
| VLO | +1.54% | +0.86% | base | after close | after close | after close | after close |
| RTX | -4.05% | -1.58% | base | after close | after close | after close | after close |
| MPC | +1.26% | +0.47% | 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.
Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes Bloomberg.com
Source: Bloomberg
Vaneck Etf Trust (CRAK) compared with energy stocks (XLE) since 3 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | three days earlier | +0.61% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +1.98% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -0.11% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -3.96% | final price |
| Lockheed Martin (LMT) | three days earlier | +0.07% | final price |
| Lockheed Martin (LMT) | five days earlier | -3.13% | final price |
| Marathon Petroleum (MPC) | three days earlier | +0.47% | final price |
| Marathon Petroleum (MPC) | five days earlier | +1.26% | final price |
| Rtx (RTX) | three days earlier | -1.58% | final price |
| Rtx (RTX) | five days earlier | -4.05% | final price |
| United States Oil Fund (USO) | three days earlier | +7.30% | final price |
| United States Oil Fund (USO) | five days earlier | +4.37% | final price |
| Valero Energy (VLO) | three days earlier | +0.86% | final price |
| Valero Energy (VLO) | five days earlier | +1.54% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +2.16% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +1.44% | final price |
Congressional trades in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 41 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 41 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 47 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 19 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 42 days before publication. Filed 1 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).
Companies in energy around Vaneck Etf Trust (CRAK)
Companies carried with this story
- CRAK Vaneck Etf Trust
In “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes,” 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 3 Nov 2026 story “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes.” 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 3 Nov 2026 story “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story
- LMT Lockheed Martin
For “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes,” 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 “drones” (defense) in this story
- VLO Valero Energy
For “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes,” 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
- RTX Rtx
Rtx (RTX) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes.” Reason on file: Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “drones” (defense) in this story
- MPC Marathon Petroleum
For “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes,” 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
Vaneck Etf Trust (CRAK) and the energy link
The 3 Nov 2026 story “Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes” names Vaneck Etf Trust (CRAK) because of Energy.
The link for Vaneck Etf Trust (CRAK) 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
The price range for Vaneck Etf Trust (CRAK), and the dates in the story
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.
What the saved facts support for Vaneck Etf Trust (CRAK)
46 out of 100
“Drones Hit Russia’s Yanos Refinery as Ukraine Steps Up Strikes” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.