Geopolitics Alpha

Fire Point confirmed the strike on the Kstovo Refinery, one of Russia’s largest oil refineries

Published . Updated .

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ENERGYFire Point confirmed the strike onthe Kstovo Refinery, one ofRussia’s largest oil refineriesGEOPOLITICS ALPHA

This report is about refining and oil.

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.

  • USO United States Oil Fund+6.3% 30d

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

  • UNG United States Natural Gas Fund-16.0% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) 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

TickerT-5T-3T-1T0T+1T+2T+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
USO-1.54%-1.29%base-7.16%-6.32%-13.84%after close
UNG+5.45%+4.74%base-0.77%+0.44%+2.15%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.

Fire Point confirmed the strike on the Kstovo Refinery, one of Russia’s largest oil refineries Українські Національні Новини (УНН)

Source: 블루밍비트

Energy

CompanyWhenMoveStatus
CRAKthat day-1.82%final price
CRAKthe next day-2.48%final price
CRAKtwo days later-5.45%final price
CRAKthree days earlier-0.25%final price
CRAKfive days earlier+4.05%final price
MPCthat day-3.18%final price
MPCthe next day-3.80%final price
MPCtwo days later-11.72%final price
MPCthree days earlier-0.90%final price
MPCfive days earlier+5.85%final price
PSXthat day-2.74%final price
PSXthe next day-3.75%final price
PSXtwo days later-8.16%final price
PSXthree days earlier-3.25%final price
PSXfive days earlier+2.09%final price
UNGthat day-0.77%final price
UNGthe next day+0.44%final price
UNGtwo days later+2.15%final price
UNGthree days earlier+4.74%final price
UNGfive days earlier+5.45%final price
USOthat day-7.16%final price
USOthe next day-6.32%final price
USOtwo days later-13.84%final price
USOthree days earlier-1.29%final price
USOfive days earlier-1.54%final price
VLOthat day-4.64%final price
VLOthe next day-3.15%final price
VLOtwo days later-8.71%final price
VLOthree days earlier-2.89%final price
VLOfive days earlier+6.57%final price
XLEthat day-3.91%final price
XLEthe next day-4.71%final price
XLEtwo days later-9.28%final price
XLEthree days earlier-2.20%final price
XLEfive days earlier-0.51%final price
XOMthat day-4.00%final price
XOMthe next day-5.21%final price
XOMtwo days later-9.49%final price
XOMthree days earlier-2.77%final price
XOMfive days earlier-1.45%final price
XLE

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

12 out of 100

“Fire Point confirmed the strike on the Kstovo Refinery, one of Russia’s largest oil refineries” scores 12 out of 100. The score uses 1 sources.