Five things to watch after Trump's Russian diesel deal
Published . Updated .
Five things to watch after Trump's Russian diesel deal Axios
Directly affected
- No company is named in this report.
Indirectly affected
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR
Energy prices move when Russian supply is at risk
- GD General Dynamics
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
- USO United States Oil Fund
This fund moves with oil prices
- WEAT Teucrium Wheat
Wheat prices rise when Black Sea grain is disrupted
- MOS Mosaic
Fertilizer makers move with Russian supply
- CF CF Industries
Fertilizer makers move with Russian supply
Price reaction, T-5 to T+3
Five things to watch after Trump's Russian diesel deal Axios
Source: Axios
Price since this story was published: United States Gasoline Fund (UGA)
Since the first closing price after “Five things to watch after Trump's Russian diesel deal,” United States Gasoline Fund (UGA) is -1.79%. The S&P 500 fund (SPY) is -0.40% over the same days, a -1.40% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| CF | that day | +2.33% | final price |
| CF | the next day | +4.26% | final price |
| CF | two days later | +4.53% | final price |
| CF | three days later | +5.47% | final price |
| CF | three days earlier | -0.87% | final price |
| CF | five days earlier | +1.26% | final price |
| GD | that day | -0.79% | final price |
| GD | the next day | -0.15% | final price |
| GD | two days later | +0.55% | final price |
| GD | three days later | +2.69% | final price |
| GD | three days earlier | -1.56% | final price |
| GD | five days earlier | -1.12% | final price |
| ITA | that day | -0.98% | final price |
| ITA | the next day | -0.89% | final price |
| ITA | two days later | +0.37% | final price |
| ITA | three days later | +1.47% | final price |
| ITA | three days earlier | -0.59% | final price |
| ITA | five days earlier | +1.03% | final price |
| LMT | that day | -1.60% | final price |
| LMT | the next day | +1.95% | final price |
| LMT | two days later | +4.06% | final price |
| LMT | three days later | +7.83% | final price |
| LMT | three days earlier | -0.82% | final price |
| LMT | five days earlier | -0.43% | final price |
| MOS | that day | +1.75% | final price |
| MOS | the next day | +0.85% | final price |
| MOS | two days later | +0.53% | final price |
| MOS | three days later | -0.16% | final price |
| MOS | three days earlier | +4.67% | final price |
| MOS | five days earlier | +11.09% | final price |
Who is named in “Five things to watch after Trump's Russian diesel deal”
Companies mentioned with this story
- UGA United States Gasoline Fund
United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Five things to watch after Trump's Russian diesel deal.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- GSG iShares S&P GSCI Commodity-Indexed Trust
iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Five things to watch after Trump's Russian diesel deal.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- DBA Invesco Db Agriculture Fund
Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Five things to watch after Trump's Russian diesel deal.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- MOO Vaneck Etf Trust
For “Five things to watch after Trump's Russian diesel deal,” Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- XME Spdr Series Trust
Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Five things to watch after Trump's Russian diesel deal.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- XLY Select Sector Spdr Tr
For “Five things to watch after Trump's Russian diesel deal,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- IWM Ishares Tr
For “Five things to watch after Trump's Russian diesel deal,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- HYG Ishares Tr
Ishares Tr (HYG) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Five things to watch after Trump's Russian diesel deal.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
How “Five things to watch after Trump's Russian diesel deal” reaches United States Gasoline Fund (UGA)
On 13 Oct 2026, “Five things to watch after Trump's Russian diesel deal” is the story that connects United States Gasoline Fund (UGA) to this story.
For United States Gasoline Fund (UGA), the reason on file says Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
Also listed, iShares S&P GSCI Commodity-Indexed Trust (GSG): Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
Dates and price levels for United States Gasoline Fund (UGA)
DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.
How solid “Five things to watch after Trump's Russian diesel deal” looks
46 out of 100
“Five things to watch after Trump's Russian diesel deal” scores 46 out of 100. The score uses 1 sources, and 9 linked companies.