Geopolitics Alpha

Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery

Published . Updated .

Key takeaways

  • Exposed: USO, XLE, CRAK, ITA, XOM
  • Market reaction: price tracking starts with the next trading session.

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ENERGYKyiv Faces Russian MissileBarrage, Hits Saratov Oil RefineryGEOPOLITICS ALPHA

This report is about oil and refining.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund-1.1% 30d

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

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.

  • 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.

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

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

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • CVX Chevron+3.0% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. 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 “refinery” (refining) in this story.

  • MPC Marathon Petroleum-5.2% 14d

    Marathon Petroleum (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
USO+5.62%-2.06%baseafter closeafter closeafter closeafter close
XLE+9.12%+3.08%baseafter closeafter closeafter closeafter close
CRAK+9.70%+5.65%baseafter closeafter closeafter closeafter close
ITA+3.67%+2.77%baseafter closeafter closeafter closeafter close
XOM+8.37%+2.16%baseafter closeafter closeafter closeafter close
CVX+7.15%+2.05%baseafter closeafter closeafter closeafter close
VLO+10.15%+5.46%baseafter closeafter closeafter closeafter close
MPC+15.44%+5.26%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.

Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery Bloomberg.com

Source: Bloomberg

The price since 7 Nov 2026: United States Oil Fund (USO) versus the S&P 500

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)three days earlier+5.65%final price
Vaneck Etf Trust (CRAK)five days earlier+9.70%final price
Chevron (CVX)three days earlier+2.05%final price
Chevron (CVX)five days earlier+7.15%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+2.77%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+3.67%final price
Marathon Petroleum (MPC)three days earlier+5.26%final price
Marathon Petroleum (MPC)five days earlier+15.44%final price
United States Oil Fund (USO)three days earlier-2.06%final price
United States Oil Fund (USO)five days earlier+5.62%final price
Valero Energy (VLO)three days earlier+5.46%final price
Valero Energy (VLO)five days earlier+10.15%final price
Select Sector Spdr Tr (XLE)three days earlier+3.08%final price
Select Sector Spdr Tr (XLE)five days earlier+9.12%final price
ExxonMobil Holdings (XOM)three days earlier+2.16%final price
ExxonMobil Holdings (XOM)five days earlier+8.37%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).

Companies in energy around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    In “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery,” 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 “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery,” 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

    In “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery,” 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 “refinery” (refining) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “missile” (defense) in this story

  • XOM ExxonMobil Holdings

    For “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. 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

    In “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery,” Chevron (CVX) is linked, with no stored direction, medium confidence. 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

    Valero Energy (VLO) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery.” Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • MPC Marathon Petroleum

    Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 7 Nov 2026 story “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery.” Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

United States Oil Fund (USO) and the energy link

United States Oil Fund (USO) is the company in “Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery,” the 7 Nov 2026 Energy story.

For United States Oil Fund (USO), the reason on file says United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

Price levels for United States Oil Fund (USO)

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.

The energy score for United States Oil Fund (USO)

54 out of 100

“Kyiv Faces Russian Missile Barrage, Hits Saratov Oil Refinery” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.