Russia and Ukraine trade strikes as Trump ‘energy ceasefire’ collapses
Published . Updated .
Moscow sends swarms of drones to attack infrastructure in central Ukraine as Zelenskyy says Kyiv will restart strikes on Russian oil refineries Europe live – latest updates The White House’s unilateral effort to negotiate an energy ceasefire between Russia and Ukraine has collapsed as Moscow sent a record swarm of drones overnight to attack infrastructure in central Ukraine and Kyiv appeared to resume strikes on Russian oil refineries despite warnings from Donald Trump. Moscow accused Ukraine of launching a strike against a Russian oil refinery in the Ryazan region, its first since Trump abruptly declared an “energy ceasefire” that neither Russia nor Ukraine said they had agreed to. Continue reading...
Directly affected
- No company is named in this report.
Indirectly affected
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- RTX RTX-2.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- XLE Energy Select Sector SPDR+7.4%
Energy prices move when Russian supply is at risk
- GD General Dynamics-2.1%
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- USO United States Oil Fund+8.2%
This fund moves with oil prices
- WEAT Teucrium Wheat-4.3%
Wheat prices rise when Black Sea grain is disrupted
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LMT | -2.71% | -1.91% | base | +2.07% | +5.77% | +5.03% | +5.10% |
| RTX | -1.14% | +0.14% | base | +0.28% | +4.03% | +3.03% | +3.70% |
| NOC | -2.28% | -2.15% | base | +0.71% | +4.91% | +3.01% | +7.76% |
| XLE | -3.55% | -2.35% | base | -1.58% | +0.91% | +0.27% | +0.50% |
| GD | -1.41% | +0.15% | base | +0.71% | +2.85% | +2.01% | +2.89% |
| ITA | +0.31% | +0.90% | base | +1.27% | +2.38% | +1.65% | +0.87% |
| XOM | -4.76% | -2.71% | base | -1.27% | +1.15% | +0.71% | +0.51% |
| CVX | -4.74% | -3.18% | base | -1.22% | +1.31% | +1.08% | +1.61% |
| USO | -3.89% | -1.67% | base | +2.40% | +5.29% | +4.70% | +4.59% |
| WEAT | +1.56% | +0.20% | base | -0.41% | -1.62% | -2.09% | -3.48% |
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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Moscow sends swarms of drones to attack infrastructure in central Ukraine as Zelenskyy says Kyiv will restart strikes on Russian oil refineries Europe live – latest updates The White House’s unilateral effort to negotiate an energy ceasefi…
Source: The Guardian
Energy
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | -1.22% | final price |
| CVX | the next day | +1.31% | final price |
| CVX | two days later | +1.08% | final price |
| CVX | three days later | +1.61% | final price |
| CVX | three days earlier | -3.18% | final price |
| CVX | five days earlier | -4.74% | final price |
| GD | that day | +0.71% | final price |
| GD | the next day | +2.85% | final price |
| GD | two days later | +2.01% | final price |
| GD | three days later | +2.89% | final price |
| GD | three days earlier | +0.15% | final price |
| GD | five days earlier | -1.41% | final price |
| ITA | that day | +1.27% | final price |
| ITA | the next day | +2.38% | final price |
| ITA | two days later | +1.65% | final price |
| ITA | three days later | +0.87% | final price |
| ITA | three days earlier | +0.90% | final price |
| ITA | five days earlier | +0.31% | final price |
| LMT | that day | +2.07% | final price |
| LMT | the next day | +5.77% | final price |
| LMT | two days later | +5.03% | final price |
| LMT | three days later | +5.10% | final price |
| LMT | three days earlier | -1.91% | final price |
| LMT | five days earlier | -2.71% | final price |
| NOC | that day | +0.71% | final price |
| NOC | the next day | +4.91% | final price |
| NOC | two days later | +3.01% | final price |
| NOC | three days later | +7.76% | final price |
| NOC | three days earlier | -2.15% | final price |
| NOC | five days earlier | -2.28% | final price |
| RTX | that day | +0.28% | final price |
| RTX | the next day | +4.03% | final price |
| RTX | two days later | +3.03% | final price |
| RTX | three days later | +3.70% | final price |
| RTX | three days earlier | +0.14% | final price |
| RTX | five days earlier | -1.14% | final price |
| USO | that day | +2.40% | final price |
| USO | the next day | +5.29% | final price |
| USO | two days later | +4.70% | final price |
| USO | three days later | +4.59% | final price |
| USO | three days earlier | -1.67% | final price |
| USO | five days earlier | -3.89% | final price |
| WEAT | that day | -0.41% | final price |
| WEAT | the next day | -1.62% | final price |
| WEAT | two days later | -2.09% | final price |
| WEAT | three days later | -3.48% | final price |
| WEAT | three days earlier | +0.20% | final price |
| WEAT | five days earlier | +1.56% | final price |
| XLE | that day | -1.58% | final price |
| XLE | the next day | +0.91% | final price |
| XLE | two days later | +0.27% | final price |
| XLE | three days later | +0.50% | final price |
| XLE | three days earlier | -2.35% | final price |
| XLE | five days earlier | -3.55% | final price |
| XOM | that day | -1.27% | final price |
| XOM | the next day | +1.15% | final price |
| XOM | two days later | +0.71% | final price |
| XOM | three days later | +0.51% | final price |
| XOM | three days earlier | -2.71% | final price |
| XOM | five days earlier | -4.76% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 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 22 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 28 days before publication. Filed 13 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 45 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 76 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 17 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 43 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Chevron (CVX), worth $15,001 - $50,000 on 31 Jul 2026. That is 76 days before publication. Filed 22 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).
How solid the energy case looks
12 out of 100
“Russia and Ukraine trade strikes as Trump ‘energy ceasefire’ collapses” scores 12 out of 100. The score uses 1 sources.