Russian refiners ramp up diesel output after US deal, sources say
Published . Updated .
This report is about refining and oil.
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 “refiner” (refining) in this story.
- XLE Energy Select Sector SPDR+7.4% 30d
Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story.
- USO United States Oil Fund+8.2% 30d
United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF+64.8% 18d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “diesel” (tanker shipping) in this story.
- VLO Valero Energy+9.5% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- MPC Marathon Petroleum+10.2% 7d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- PSX Phillips 66+12.3% 19d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- XOM ExxonMobil Holdings+11.0% 11d
ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (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 |
|---|---|---|---|---|---|---|---|
| CRAKNo price data for this ticker | — | — | — | — | — | — | — |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| USO | -5.13% | -5.78% | base | after close | after close | after close | after close |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| VLONo price data for this ticker | — | — | — | — | — | — | — |
| MPCNo price data for this ticker | — | — | — | — | — | — | — |
| PSXNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -2.72% | -2.80% | 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.
Market Call
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Russian refiners ramp up diesel output after US deal, sources say Reuters
Source: Reuters
Price since this story was published: United States Oil Fund (USO)
| Company | When | Move | Status |
|---|---|---|---|
| United States Oil Fund (USO) | three days earlier | -5.78% | final price |
| United States Oil Fund (USO) | five days earlier | -5.13% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -1.69% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -2.19% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 34 days before publication. Filed 1 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 56 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 87 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).
Who gains and who loses around United States Oil Fund (USO)
The side that tends to collect
- USO United States Oil Fund
For “Russian refiners ramp up diesel output after US deal, sources say,” United States Oil Fund (USO) tends to benefit, medium confidence. Reason on file: This fund moves with oil prices. Linked by “refiner + output” in this story
- XLE Select Sector Spdr Tr
In “Russian refiners ramp up diesel output after US deal, sources say,” Select Sector Spdr Tr (XLE) tends to benefit, medium confidence. Reason on file: A fund of energy companies. Linked by “refiner + output” in this story
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
In “Russian refiners ramp up diesel output after US deal, sources say,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) tends to benefit, medium confidence. Reason on file: A fund of oil and gas producers. Linked by “refiner + output” in this story
No up or down call on file
- BNO United States Brent Oil Fund
In “Russian refiners ramp up diesel output after US deal, sources say,” United States Brent Oil Fund (BNO) is linked, with no stored direction, medium confidence. Reason on file: Tracks Brent, the global crude benchmark. Linked by “refiner + output” in this story
- BWET Amplify Commodity Trust
Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence in the 26 Oct 2026 story “Russian refiners ramp up diesel output after US deal, sources say.” Reason on file: Tanker freight rates move when crude trade flows shift. Linked by “refiner + output” in this story
United States Oil Fund (USO)
The 26 Oct 2026 story “Russian refiners ramp up diesel output after US deal, sources say” names United States Oil Fund (USO) because of this story.
The link for United States Oil Fund (USO) is this: This fund moves with oil prices. Linked by “refiner + output” in this story
Also listed, Select Sector Spdr Tr (XLE): A fund of energy companies. Linked by “refiner + output” in this story
Dates and price levels for United States Oil Fund (USO)
BNO traded between 58.70 and 71.28 across 20 sessions. The latest close on file is 70.98. USO traded between 141.82 and 169.96 across 20 sessions. The latest close on file is 169.55. XLE traded between 60.95 and 69.72 across 20 sessions. The latest close on file is 69.32.
A simple score for United States Oil Fund (USO)
40 out of 100
“Russian refiners ramp up diesel output after US deal, sources say” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.