One of Russia's key refineries on fire after Ukrainian strike
Published . Updated .
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The Ryazan oil refinery accounts for nearly 5% of Russia's refinery throughput
Directly affected
- No company is named in this report.
Indirectly affected
- CRAK VanEck Oil Refiners ETF
VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story.
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.
- UNG United States Natural Gas Fund-16.0% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story.
- VLO Valero Energy+3.1% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.
- MPC Marathon Petroleum+8.7% 11d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.
- PSX Phillips 66+7.9% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.
- XOM ExxonMobil Holdings+2.0% 16d
ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRAK | +4.46% | +3.83% | base | after close | after close | after close | after close |
| XLE | +8.14% | +5.85% | base | after close | after close | after close | after close |
| USO | +15.71% | +7.84% | base | after close | after close | after close | after close |
| UNG | -1.02% | -2.91% | base | after close | after close | after close | after close |
| VLO | +5.34% | +4.45% | base | after close | after close | after close | after close |
| MPC | +10.19% | +9.67% | base | after close | after close | after close | after close |
| PSX | +5.36% | +5.91% | base | after close | after close | after close | after close |
| XOM | +8.08% | +6.08% | 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.
One of Russia's key refineries on fire after Ukrainian strike TVP World
Source: TVP World
Price since this story was published: Vaneck Etf Trust (CRAK)
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | three days earlier | +3.83% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +4.46% | final price |
| Marathon Petroleum (MPC) | three days earlier | +9.67% | final price |
| Marathon Petroleum (MPC) | five days earlier | +10.19% | final price |
| Phillips 66 (PSX) | three days earlier | +5.91% | final price |
| Phillips 66 (PSX) | five days earlier | +5.36% | final price |
| United States Natural Gas Fund (UNG) | three days earlier | -2.91% | final price |
| United States Natural Gas Fund (UNG) | five days earlier | -1.02% | final price |
| United States Oil Fund (USO) | three days earlier | +7.84% | final price |
| United States Oil Fund (USO) | five days earlier | +15.71% | final price |
| Valero Energy (VLO) | three days earlier | +4.45% | final price |
| Valero Energy (VLO) | five days earlier | +5.34% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | +5.85% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +8.14% | final price |
| ExxonMobil Holdings (XOM) | three days earlier | +6.08% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +8.08% | final price |
Congressional trades in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 21 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 44 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 22 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 66 days before publication. Filed 25 Sep 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).
Who gains and who loses around Vaneck Etf Trust (CRAK)
Companies mentioned with this story
- CRAK Vaneck Etf Trust
Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “One of Russia's key refineries on fire after Ukrainian strike.” Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “One of Russia's key refineries on fire after Ukrainian strike.” Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
- USO United States Oil Fund
In “One of Russia's key refineries on fire after Ukrainian strike,” 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
In “One of Russia's key refineries on fire after Ukrainian strike,” 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
- VLO Valero Energy
Valero Energy (VLO) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “One of Russia's key refineries on fire after Ukrainian strike.” Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story
- MPC Marathon Petroleum
Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “One of Russia's key refineries on fire after Ukrainian strike.” Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story
- PSX Phillips 66
Phillips 66 (PSX) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “One of Russia's key refineries on fire after Ukrainian strike.” Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story
- XOM ExxonMobil Holdings
In “One of Russia's key refineries on fire after Ukrainian strike,” 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
Vaneck Etf Trust (CRAK)
The 5 Nov 2026 story “One of Russia's key refineries on fire after Ukrainian strike” names Vaneck Etf Trust (CRAK) because of this story.
Vaneck Etf Trust (CRAK) is on the page because VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
The price range for Vaneck Etf Trust (CRAK), and the dates in the story
USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
How strong the case is around Vaneck Etf Trust (CRAK)
46 out of 100
“One of Russia's key refineries on fire after Ukrainian strike” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.