From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries
Published . Updated .
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A Ukrainian arms maker said Kyiv has hit refineries responsible for a third of Russia’s refining capacity.
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+7.5% 30d
Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) 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.
- ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “arms” (defense) 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+2.5% 17d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.
- PSX Phillips 66-2.1% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRAK | -1.31% | -1.48% | base | +0.70% | after close | after close | after close |
| XLE | -2.64% | -2.21% | base | +1.50% | after close | after close | after close |
| USO | +4.74% | +0.82% | base | +3.43% | after close | after close | after close |
| ITA | -7.07% | -2.20% | base | -2.16% | after close | after close | after close |
| VLO | -3.44% | -1.90% | base | +3.10% | after close | after close | after close |
| MPC | -6.26% | -3.19% | base | +2.55% | after close | after close | after close |
| PSX | -4.47% | -2.07% | base | +1.69% | after close | after close | after close |
| XOM | -0.81% | -1.14% | base | +1.84% | 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.
From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries Kyiv Post
Source: Kyiv Post
United States Oil Fund (USO) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | that day | +0.70% | final price |
| Vaneck Etf Trust (CRAK) | three days earlier | -1.48% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | -1.31% | final price |
| ITA | that day | -2.16% | final price |
| ITA | three days earlier | -2.20% | final price |
| ITA | five days earlier | -7.07% | final price |
| Marathon Petroleum (MPC) | that day | +2.55% | final price |
| Marathon Petroleum (MPC) | three days earlier | -3.19% | final price |
| Marathon Petroleum (MPC) | five days earlier | -6.26% | final price |
| PSX | that day | +1.69% | final price |
| PSX | three days earlier | -2.07% | final price |
| PSX | five days earlier | -4.47% | final price |
| United States Oil Fund (USO) | that day | +3.43% | final price |
| United States Oil Fund (USO) | three days earlier | +0.82% | final price |
| United States Oil Fund (USO) | five days earlier | +4.74% | final price |
| Valero Energy (VLO) | that day | +3.10% | final price |
| Valero Energy (VLO) | three days earlier | -1.90% | final price |
| Valero Energy (VLO) | five days earlier | -3.44% | final price |
| Select Sector Spdr Tr (XLE) | that day | +1.50% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -2.21% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -2.64% | final price |
| ExxonMobil Holdings (XOM) | that day | +1.84% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | -1.14% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | -0.81% | final price |
Congressional trades in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 28 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 51 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 29 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 73 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 29 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 50 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 71 days before publication. Filed 7 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).
Who collects and who pays in energy
Companies carried with this story
- USO United States Oil Fund
In “From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
- XLE Select Sector Spdr Tr
For “From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
- CRAK Vaneck Etf Trust
For “From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries,” 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 “refineries” (refining) in this story
- UNG United States Natural Gas Fund
United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries.” Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story
- XOM ExxonMobil Holdings
ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- CVX Chevron
Chevron (CVX) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries.” Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story
- VLO Valero Energy
For “From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries,” 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 “refineries” (refining) in this story
- MPC Marathon Petroleum
For “From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries,” 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 “refineries” (refining) in this story
United States Oil Fund (USO) and the energy link
“From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries” (12 Nov 2026) reaches United States Oil Fund (USO) through Energy.
The link for United States Oil Fund (USO) is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story
Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story
The price range for United States Oil Fund (USO), and the dates in the story
USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
How solid the energy case looks
46 out of 100
“From Saratov to Siberia – Ukraine Reports Long-Range Strikes on Russia’s 5 Largest Oil Refineries” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.