Geopolitics Alpha

Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP

Published . Updated .

Key takeaways

  • Elvira Nabiullina, Governor of the Bank of Russia, acknowledged in an address to the Russian State Duma that Ukrainian Armed Forces drone strikes had affected t…
  • Exposed: ITA, XAR, USO, UNG, XOM
  • Market reaction: ITA −2.2% on the day; XAR −2.1% on the day; USO +3.4% on the day

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Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP

Elvira Nabiullina, Governor of the Bank of Russia, acknowledged in an address to the Russian State Duma that Ukrainian Armed Forces drone strikes had affected t…

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d

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

  • XAR SPDR S&P Aerospace & Defense ETF-3.5% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story.

  • USO United States Oil Fund-1.1% 30d

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

  • XLF Financial Select Sector SPDR+0.4% 17d

    Financial Select Sector SPDR: it holds banks. Linked by “bank” (banks) in this story.

  • XOM ExxonMobil Holdings-2.7% 17d

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

  • CVX Chevron+2.9% 30d

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

  • COP ConocoPhillips+6.5% 30d

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

  • SHEL Shell+0.8% 7d

    Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “russia” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-7.07%-2.20%base-2.16%after closeafter closeafter close
XAR-10.74%-1.42%base-2.06%after closeafter closeafter close
USO+4.74%+0.82%base+3.43%after closeafter closeafter close
XLF-1.84%-1.07%base-0.72%after closeafter closeafter close
XOM-0.81%-1.14%base+1.84%after closeafter closeafter close
CVX-0.13%-1.13%base+1.51%after closeafter closeafter close
COP-1.64%-2.34%base+1.97%after closeafter closeafter close
SHEL+2.32%+1.03%base+0.72%after 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.

Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP REFORM.news

Source: REFORM.news

The price since 12 Nov 2026: IShares U.S. Aerospace & Defense ETF (ITA) versus the S&P 500

CompanyWhenMoveStatus
Conocophillips (COP)that day+1.97%final price
Conocophillips (COP)three days earlier-2.34%final price
Conocophillips (COP)five days earlier-1.64%final price
Chevron (CVX)that day+1.51%final price
Chevron (CVX)three days earlier-1.13%final price
Chevron (CVX)five days earlier-0.13%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day-2.16%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-2.20%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-7.07%final price
Shell (SHEL)that day+0.72%final price
Shell (SHEL)three days earlier+1.03%final price
Shell (SHEL)five days earlier+2.32%final price
United States Oil Fund (USO)that day+3.43%final price
United States Oil Fund (USO)three days earlier+0.82%final price
United States Oil Fund (USO)five days earlier+4.74%final price
Spdr Series Trust (XAR)that day-2.06%final price
Spdr Series Trust (XAR)three days earlier-1.42%final price
Spdr Series Trust (XAR)five days earlier-10.74%final price
XLFthat day-0.72%final price
XLFthree days earlier-1.07%final price
XLFfive days earlier-1.84%final price
ExxonMobil Holdings (XOM)that day+1.84%final price
ExxonMobil Holdings (XOM)three days earlier-1.14%final price
ExxonMobil Holdings (XOM)five days earlier-0.81%final price

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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 defense around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story

  • XAR Spdr Series Trust

    For “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story

  • USO United States Oil Fund

    In “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP,” 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 “russia” (oil) in this story

  • UNG United States Natural Gas Fund

    United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence in the 12 Nov 2026 story “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP.” 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 “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP,” 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 “russia” (oil) in this story

  • CVX Chevron

    In “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP,” 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 “russia” (oil) in this story

  • COP Conocophillips

    For “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP,” Conocophillips (COP) is linked, with no stored direction, medium confidence. Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russia” (oil) in this story

  • SHEL Shell

    In “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP,” Shell (SHEL) is linked, with no stored direction, medium confidence. Reason on file: Shell (crude petroleum and natural gas): oil producers' profits rise and fall with crude prices. Linked by “russia” (oil) in this story

How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)

On 12 Nov 2026, “Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.

IShares U.S. Aerospace & Defense ETF (ITA) is on the page because iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story

A second company, Spdr Series Trust (XAR), is listed for a different reason: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story

Price levels for IShares U.S. Aerospace & Defense ETF (ITA)

ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04.

The defense score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Nabiullina Assesses Impact Of Drone Attacks On Russia’s GDP” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.