Missile War Monitor: Ukraine resumes refinery strikes, Novak says, as Russian strike blacks out parts of Kyiv
Published . Updated .
This report is about defense and refining.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+0.3% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “missile” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-1.9% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “missile” (defense) 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.
- USO United States Oil Fund+9.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story.
- LMT Lockheed Martin+20.7% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “missile” (defense) in this story.
- RTX Rtx+2.1% 10d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “missile” (defense) in this story.
- NOC Northrop Grumman+6.6% 30d
Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “missile” (defense) in this story.
- GD General Dynamics+5.1% 30d
General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “missile” (defense) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | -1.26% | -0.97% | base | after close | after close | after close | after close |
| XARNo price data for this ticker | — | — | — | — | — | — | — |
| CRAKNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -1.54% | -1.29% | base | after close | after close | after close | after close |
| LMT | -0.27% | -1.10% | base | after close | after close | after close | after close |
| RTX | -1.19% | -1.88% | base | after close | after close | after close | after close |
| NOC | +1.43% | -0.90% | base | after close | after close | after close | after close |
| GD | -4.21% | -4.94% | base | after close | 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.
Market Call
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Missile War Monitor: Ukraine resumes refinery strikes, Novak says, as Russian strike blacks out parts of Kyiv IntelliNews
Source: IntelliNews
Energy
| Company | When | Move | Status |
|---|---|---|---|
| GD | three days earlier | -4.94% | final price |
| GD | five days earlier | -4.21% | final price |
| ITA | three days earlier | -0.97% | final price |
| ITA | five days earlier | -1.26% | final price |
| LMT | three days earlier | -1.10% | final price |
| LMT | five days earlier | -0.27% | final price |
| NOC | three days earlier | -0.90% | final price |
| NOC | five days earlier | +1.43% | final price |
| RTX | three days earlier | -1.88% | final price |
| RTX | five days earlier | -1.19% | final price |
| USO | three days earlier | -1.29% | final price |
| USO | five days earlier | -1.54% | final price |
Energy
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 38 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 38 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 44 days before publication. Filed 13 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).
How solid the energy case looks
25 out of 100
“Missile War Monitor: Ukraine resumes refinery strikes, Novak says, as Russian strike blacks out parts of Kyiv” scores 25 out of 100. The score uses 2 sources.