Geopolitics Alpha

Fire reported at industrial facility in Russia's Tatarstan amid drone attack

Published . Updated .

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Fire reported at industrial facility in Russia's Tatarstan amid drone attack

Nizhnekamsk is a major center of Russia's petrochemical and oil-refining industries, home to the Nizhnekamskneftekhim complex and several large oil refineries, including TANECO and TAIF-NK.

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 “refineries” (refining) in this story.

  • XLE Energy Select Sector SPDR+7.4% 30d

    Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF+3.4% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story.

  • USO United States Oil Fund-1.1% 30d

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

  • VLO Valero Energy-11.1% 30d

    Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.

  • MPC Marathon Petroleum+6.0% 17d

    Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.

  • PSX Phillips 66-0.6% 30d

    Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRAKNo price data for this ticker———————
XLENo price data for this ticker———————
ITA+0.24%+2.49%baseafter closeafter closeafter closeafter close
USO-2.03%-2.82%baseafter closeafter closeafter closeafter close
VLONo price data for this ticker———————
MPCNo price data for this ticker———————
PSXNo price data for this ticker———————
XOM-3.42%-2.31%baseafter closeafter closeafter closeafter 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 reported at industrial facility in Russia's Tatarstan amid drone attack The Kyiv Independent

Source: The Kyiv Independent

Defense

CompanyWhenMoveStatus
ITAthree days earlier+2.49%final price
ITAfive days earlier+0.24%final price
USOthree days earlier-2.82%final price
USOfive days earlier-2.03%final price
XOMthree days earlier-2.31%final price
XOMfive days earlier-3.42%final price

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 defense case looks

12 out of 100

“Fire reported at industrial facility in Russia's Tatarstan amid drone attack” scores 12 out of 100. The score uses 1 sources.