Geopolitics Alpha

Large fire breaks out at Russia's Kstovo oil refinery after attack

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Large fire breaks out at Russia's Kstovo oil refinery after attack

Footage of the fire began circulating on social media at around 4:11 a.m. local time, while residents reported hearing explosions in the city. OSINT s...

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+13.9% 30d

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

  • XLE Energy Select Sector SPDR+12.1% 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.

  • UNG United States Natural Gas Fund-11.6% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story.

  • XOM ExxonMobil Holdings+13.4% 16d

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

  • VLO Valero Energy+0.7% 30d

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

  • CVX Chevron+15.7% 30d

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

  • MPC Marathon Petroleum+13.1% 9d

    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-1.54%-1.29%baseafter closeafter closeafter closeafter close
XLE-0.51%-2.20%baseafter closeafter closeafter closeafter close
CRAKNo price data for this ticker———————
UNGNo price data for this ticker———————
XOM-1.45%-2.77%baseafter closeafter closeafter closeafter close
VLONo price data for this ticker———————
CVX-1.54%-2.69%baseafter closeafter closeafter closeafter close
MPCNo price data for this ticker———————

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.

Market Call

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Large fire breaks out at Russia's Kstovo oil refinery after attack Latest news from Azerbaijan

Source: Latest news from Azerbaijan

Price since this story was published: United States Oil Fund (USO)

CompanyWhenMoveStatus
Chevron (CVX)three days earlier-2.69%final price
Chevron (CVX)five days earlier-1.54%final price
United States Oil Fund (USO)three days earlier-1.29%final price
United States Oil Fund (USO)five days earlier-1.54%final price
Select Sector Spdr Tr (XLE)three days earlier-2.20%final price
Select Sector Spdr Tr (XLE)five days earlier-0.51%final price
ExxonMobil Holdings (XOM)three days earlier-2.77%final price
ExxonMobil Holdings (XOM)five days earlier-1.45%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).

Who gains and who loses around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    In “Large fire breaks out at Russia's Kstovo oil refinery after attack,” 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 “Large fire breaks out at Russia's Kstovo oil refinery after attack,” 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 “Large fire breaks out at Russia's Kstovo oil refinery after attack,” 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

  • UNG United States Natural Gas Fund

    For “Large fire breaks out at Russia's Kstovo oil refinery after attack,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story

  • XOM ExxonMobil Holdings

    For “Large fire breaks out at Russia's Kstovo oil refinery after attack,” 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

  • VLO Valero Energy

    In “Large fire breaks out at Russia's Kstovo oil refinery after attack,” 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 “refinery” (refining) in this story

  • CVX Chevron

    For “Large fire breaks out at Russia's Kstovo oil refinery after attack,” 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

  • MPC Marathon Petroleum

    In “Large fire breaks out at Russia's Kstovo oil refinery after attack,” 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 “refinery” (refining) in this story

How energy news reaches United States Oil Fund (USO)

The 1 Nov 2026 story “Large fire breaks out at Russia's Kstovo oil refinery after attack” names United States Oil Fund (USO) because of 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

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 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.

How solid the energy case looks

46 out of 100

“Large fire breaks out at Russia's Kstovo oil refinery after attack” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.