Geopolitics Alpha

Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?

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Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised? Livemint

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

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
WEAT———————
MOS———————
CF———————

Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised? Livemint

Source: Livemint

The price since 11 Oct 2026: United States Gasoline Fund (UGA) versus the S&P 500

Since the first closing price after “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?,” United States Gasoline Fund (UGA) is -3.52%. The S&P 500 fund (SPY) is -1.47% over the same days, a -2.05% difference versus the market.

CompanyWhenMoveStatus
Invesco Db Agriculture Fund (DBA)that day+0.37%final price
Invesco Db Agriculture Fund (DBA)the next day+0.35%final price
Invesco Db Agriculture Fund (DBA)two days later-0.23%final price
Invesco Db Agriculture Fund (DBA)three days later-0.11%final price
Invesco Db Agriculture Fund (DBA)three days earlier+0.60%final price
Invesco Db Agriculture Fund (DBA)five days earlier+0.44%final price
GLDthat day-0.63%final price
GLDthe next day-0.76%final price
GLDtwo days later-2.24%final price
GLDthree days later-0.50%final price
GLDthree days earlier-2.27%final price
GLDfive days earlier-1.32%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)that day+0.82%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)the next day+1.81%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)two days later+1.32%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)three days later+1.33%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)three days earlier-1.34%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)five days earlier-1.87%final price
Ishares Tr (HYG)that day+0.11%final price
Ishares Tr (HYG)the next day-0.16%final price
Ishares Tr (HYG)two days later-0.51%final price
Ishares Tr (HYG)three days later-0.14%final price
Ishares Tr (HYG)three days earlier-0.04%final price
Ishares Tr (HYG)five days earlier-0.28%final price
Ishares Tr (IEI)that day0.00%final price
Ishares Tr (IEI)the next day+0.07%final price
Ishares Tr (IEI)two days later+0.12%final price
Ishares Tr (IEI)three days later+0.53%final price
Ishares Tr (IEI)three days earlier-0.09%final price
Ishares Tr (IEI)five days earlier-0.27%final price
UGA
SPY

Who gains and who loses around United States Gasoline Fund (UGA)

Companies mentioned with this story

  • UGA United States Gasoline Fund

    In “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?,” United States Gasoline Fund (UGA) 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

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    In “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?,” iShares S&P GSCI Commodity-Indexed Trust (GSG) 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

  • DBA Invesco Db Agriculture Fund

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?.” 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

    In “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?,” 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

  • IWM Ishares Tr

    In “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?,” 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 11 Oct 2026 story “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IEI Ishares Tr

    For “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?,” Ishares Tr (IEI) 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

    In “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?,” Spdr Series Trust (XME) 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

United States Gasoline Fund (UGA)

United States Gasoline Fund (UGA) is the company in “Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?,” the 11 Oct 2026 this story 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 in the story, and the United States Gasoline Fund (UGA) price range

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.

What the saved facts support for United States Gasoline Fund (UGA)

46 out of 100

“Fuel deal gone too far? Trump wants 4.8 million tonnes of diesel from Russia: Can Moscow deliver what it promised?” scores 46 out of 100. The score uses 1 sources, and 9 linked companies.