Geopolitics Alpha

Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses

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Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses

Russian strikes damaged power infrastructure across four Ukrainian regions, while Ukrainian drones hit the NORSI refinery in Russia, underscoring the collapse of an energy ceasefire announced by Donald Trump.

Directly affected

  • No company is named in this report.

Indirectly affected

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

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

  • XAR SPDR S&P Aerospace & Defense ETF-6.6% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “ceasefire” (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+13.9% 30d

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

  • 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.

  • PSX Phillips 66+12.1% 30d

    Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • XOM ExxonMobil Holdings+13.4% 16d

    ExxonMobil Holdings (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
ITA-1.26%-0.97%baseafter closeafter closeafter closeafter close
XARNo price data for this ticker———————
CRAK+4.05%-0.25%baseafter closeafter closeafter closeafter close
USO-1.54%-1.29%baseafter closeafter closeafter closeafter close
VLONo price data for this ticker———————
MPCNo price data for this ticker———————
PSXNo price data for this ticker———————
XOM-1.45%-2.77%baseafter closeafter 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.

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Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses Latin Times

Source: Latin Times

How far Vaneck Etf Trust (CRAK) has moved since 1 Nov 2026

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)three days earlier-0.25%final price
Vaneck Etf Trust (CRAK)five days earlier+4.05%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
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 carried with this story

  • CRAK Vaneck Etf Trust

    For “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses,” 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

  • XLE Select Sector Spdr Tr

    For “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    In “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses,” 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 “ceasefire” (defense) in this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story

  • VLO Valero Energy

    For “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses,” 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

  • MPC Marathon Petroleum

    For “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses,” Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence. Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • PSX Phillips 66

    For “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses,” Phillips 66 (PSX) is linked, with no stored direction, medium confidence. Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • XOM ExxonMobil Holdings

    In “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

How energy news reaches Vaneck Etf Trust (CRAK)

Vaneck Etf Trust (CRAK) is the company in “Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses,” the 1 Nov 2026 Energy 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 “refinery” (refining) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

Dates in the story, and the Vaneck Etf Trust (CRAK) price range

ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 209.72. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.

The energy score for Vaneck Etf Trust (CRAK)

46 out of 100

“Russia Kills Power in 4 Ukrainian Regions; Kyiv Burns a Lukoil Refinery — Trump's Ceasefire Collapses” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.