Geopolitics Alpha

Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video

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ENERGYOil refinery in Russia's Ufa onfire after drone attack, key unitbelieved hit – photo, videoGEOPOLITICS ALPHA

This report is about oil and refining.

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.

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) 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———————
ITA-1.26%-0.97%baseafter closeafter closeafter closeafter close
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

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video Українська правда

Source: 블루밍비트

United States Oil Fund (USO) compared with energy stocks (XLE) since 31 Oct 2026

CompanyWhenMoveStatus
Chevron (CVX)three days earlier-2.69%final price
Chevron (CVX)five days earlier-1.54%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-0.97%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-1.26%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 collects and who pays in energy

Companies tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

  • CRAK Vaneck Etf Trust

    In “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video,” 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

    In “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video,” 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

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video.” 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

    For “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video,” 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

    Chevron (CVX) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video.” 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

    Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video.” 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

The 31 Oct 2026 story “Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video” names United States Oil Fund (USO) because of Energy.

What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

What this energy story puts on the calendar

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 strong the case is around United States Oil Fund (USO)

46 out of 100

“Oil refinery in Russia's Ufa on fire after drone attack, key unit believed hit – photo, video” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.