Drones Strike Lukoil Refinery and Power Plant in Kstovo
Published . Updated .
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+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.
- XLU Utilities Select Sector SPDR+1.8% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “power plant” (power and utilities) 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 |
|---|---|---|---|---|---|---|---|
| CRAK | +4.05% | -0.25% | base | after close | after close | after close | after close |
| XLENo price data for this ticker | — | — | — | — | — | — | — |
| ITA | -1.26% | -0.97% | base | after close | after close | after close | after close |
| XLUNo price data for this ticker | — | — | — | — | — | — | — |
| VLONo price data for this ticker | — | — | — | — | — | — | — |
| MPCNo price data for this ticker | — | — | — | — | — | — | — |
| 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 Strike Lukoil Refinery and Power Plant in Kstovo Kyiv Post
Source: Kyiv Post
Vaneck Etf Trust (CRAK) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | three days earlier | -0.25% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +4.05% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -0.97% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -1.26% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -2.77% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -1.45% | final price |
Trades by members of Congress and officials 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 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.
- Rep. Pete Sessions sold Chevron (CVX), worth $15,001 - $50,000 on 14 Oct 2026. That is 18 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 39 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 60 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 48 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 60 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Southern (SO), worth $250,001 - $500,000 on 21 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Southern (SO), worth $1,001 - $15,000 on 10 Aug 2026. That is 83 days before publication. Filed 8 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).
Vaneck Etf Trust (CRAK) on one side of this energy story
The side that tends to collect
- XOM ExxonMobil Holdings
For “Drones Strike Lukoil Refinery and Power Plant in Kstovo,” 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 1 Nov 2026 story “Drones Strike Lukoil Refinery and Power Plant in Kstovo.” 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
In “Drones Strike Lukoil Refinery and Power Plant in Kstovo,” 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 Strike Lukoil Refinery and Power Plant in Kstovo,” 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
- XLU Select Sector Spdr Tr
Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Drones Strike Lukoil Refinery and Power Plant in Kstovo.” Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “power plant” (power and utilities) 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 1 Nov 2026 story “Drones Strike Lukoil Refinery and Power Plant in Kstovo.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story
How energy news reaches Vaneck Etf Trust (CRAK)
On 1 Nov 2026, “Drones Strike Lukoil Refinery and Power Plant in Kstovo” is the story that connects Vaneck Etf Trust (CRAK) to 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
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
Dates in the story, and the Vaneck Etf Trust (CRAK) price range
XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56.
A simple score for Vaneck Etf Trust (CRAK)
46 out of 100
“Drones Strike Lukoil Refinery and Power Plant in Kstovo” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.