Lifting sanctions on Russian diesel is irresponsible political theatre
Published . Updated .
Lifting sanctions on Russian diesel is irresponsible political theatre The Times
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
- XOM Exxon Mobil
Oil producers move when sanctioned barrels leave the market
- WEAT Teucrium Wheat
Wheat prices rise when Black Sea grain is disrupted
- MOS Mosaic
Fertilizer makers move with Russian supply
Price reaction, T-5 to T+3
Lifting sanctions on Russian diesel is irresponsible political theatre The Times
Source: The Times
How far Spdr Series Trust (XME) has moved since 11 Oct 2026
Since the first closing price after “Lifting sanctions on Russian diesel is irresponsible political theatre,” Spdr Series Trust (XME) is -3.40%. The S&P 500 fund (SPY) is -1.47% over the same days, a -1.93% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| GD | that day | +1.14% | final price |
| GD | the next day | +0.35% | final price |
| GD | two days later | +0.99% | final price |
| GD | three days later | +1.70% | final price |
| GD | three days earlier | -1.46% | final price |
| GD | five days earlier | +0.12% | final price |
| ITA | that day | -0.28% | final price |
| ITA | the next day | -1.26% | final price |
| ITA | two days later | -1.17% | final price |
| ITA | three days later | +0.09% | final price |
| ITA | three days earlier | -1.47% | final price |
| ITA | five days earlier | +0.06% | final price |
| LMT | that day | +0.48% | final price |
| LMT | the next day | -1.13% | final price |
| LMT | two days later | +2.44% | final price |
| LMT | three days later | +4.55% | final price |
| LMT | three days earlier | -2.04% | final price |
| LMT | five days earlier | -0.61% | final price |
| MOS | that day | +0.59% | final price |
| MOS | the next day | +2.35% | final price |
| MOS | two days later | +1.44% | final price |
| MOS | three days later | +1.12% | final price |
| MOS | three days earlier | +6.56% | final price |
| MOS | five days earlier | +13.61% | final price |
| NOC | that day | +0.86% | final price |
| NOC | the next day | +0.11% | final price |
| NOC | two days later | +3.08% | final price |
| NOC | three days later | +3.81% | final price |
| NOC | three days earlier | -1.50% | final price |
| NOC | five days earlier | -1.00% | final price |
Who gains and who loses around Spdr Series Trust (XME)
Companies tied to this story
- XME Spdr Series Trust
In “Lifting sanctions on Russian diesel is irresponsible political theatre,” 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
- XLY Select Sector Spdr Tr
Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Lifting sanctions on Russian diesel is irresponsible political theatre.” 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 “Lifting sanctions on Russian diesel is irresponsible political theatre,” 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 “Lifting sanctions on Russian diesel is irresponsible political theatre.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- IEI Ishares Tr
Ishares Tr (IEI) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Lifting sanctions on Russian diesel is irresponsible political theatre.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
- UGA United States Gasoline Fund
For “Lifting sanctions on Russian diesel is irresponsible political theatre,” 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 “Lifting sanctions on Russian diesel is irresponsible political theatre,” 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 “Lifting sanctions on Russian diesel is irresponsible political theatre.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
Spdr Series Trust (XME)
On 11 Oct 2026, “Lifting sanctions on Russian diesel is irresponsible political theatre” is the story that connects Spdr Series Trust (XME) to this story.
What ties Spdr Series Trust (XME) to the headline is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
Also listed, Select Sector Spdr Tr (XLY): Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
Price levels for Spdr Series Trust (XME)
IWM traded between 269.88 and 288.91 across 20 sessions. The latest close on file is 271.30. XLY traded between 110.56 and 114.69 across 12 sessions. The latest close on file is 114.45. XME traded between 97.40 and 111.52 across 18 sessions. The latest close on file is 101.31.
How strong the case is around Spdr Series Trust (XME)
46 out of 100
“Lifting sanctions on Russian diesel is irresponsible political theatre” scores 46 out of 100. The score uses 1 sources, and 9 linked companies.