Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers

Published 12 Oct 2026, 22:13 UTC. Updated 13 Oct 2026, 04:09 UTC.

Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers Euromaidan Press

Directly affected

No company is named in this report.

Indirectly affected

LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
RTX RTX
Defense contractors get more work when conflict spending rises
NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
XLE Energy Select Sector SPDR
Energy prices move when Russian supply is at risk
GD General Dynamics
Defense contractors get more work when conflict spending rises
ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
USO United States Oil Fund
This fund moves with oil prices
XOM Exxon Mobil
Oil producers move when sanctioned barrels leave the market
WEAT Teucrium Wheat
Wheat prices rise when Black Sea grain is disrupted
MOS Mosaic
Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
LMT	-0.43%	-0.82%	—	-1.60%	+1.95%	+4.06%	+7.83%
RTX	—	—	—	—	—	—	—
NOC	-0.38%	-0.13%	—	-0.75%	+2.20%	+2.93%	+7.22%
XLE	—	—	—	—	—	—	—
GD	-1.12%	-1.56%	—	-0.79%	-0.15%	+0.55%	+2.69%
ITA	+1.03%	-0.59%	—	-0.98%	-0.89%	+0.37%	+1.47%
USO	—	—	—	—	—	—	—
XOM	—	—	—	—	—	—	—
WEAT	—	—	—	—	—	—	—
MOS	+11.09%	+4.67%	—	+1.75%	+0.85%	+0.53%	-0.16%

Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers Euromaidan Press

Source: Euromaidan Press

Price since this story was published: iShares S&P GSCI Commodity-Indexed Trust (GSG)

Since the first closing price after “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is +0.71%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.18% difference versus the market. industrial stocks (XLI) is -1.14%, a +1.85% difference versus that group of stocks.

Company	When	Move	Status
GD	that day	-0.79%	final price
GD	the next day	-0.15%	final price
GD	two days later	+0.55%	final price
GD	three days later	+2.69%	final price
GD	three days earlier	-1.56%	final price
GD	five days earlier	-1.12%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	that day	-0.98%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	the next day	-0.89%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	two days later	+0.37%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days later	+1.47%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days earlier	-0.59%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	five days earlier	+1.03%	final price
LMT	that day	-1.60%	final price
LMT	the next day	+1.95%	final price
LMT	two days later	+4.06%	final price
LMT	three days later	+7.83%	final price
LMT	three days earlier	-0.82%	final price
LMT	five days earlier	-0.43%	final price
MOS	that day	+1.75%	final price
MOS	the next day	+0.85%	final price
MOS	two days later	+0.53%	final price
MOS	three days later	-0.16%	final price
MOS	three days earlier	+4.67%	final price
MOS	five days earlier	+11.09%	final price
NOC	that day	-0.75%	final price
NOC	the next day	+2.20%	final price
NOC	two days later	+2.93%	final price
NOC	three days later	+7.22%	final price
NOC	three days earlier	-0.13%	final price
NOC	five days earlier	-0.38%	final price

GSG

SPY

XLI

Who collects and who pays in defense

Companies mentioned with this story

GSG iShares S&P GSCI Commodity-Indexed Trust
In “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
DBA Invesco Db Agriculture Fund
Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
MOO Vaneck Etf Trust
Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
XME Spdr Series Trust
In “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers,” Spdr Series Trust (XME) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
XLY Select Sector Spdr Tr
In “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
IWM Ishares Tr
For “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
HYG Ishares Tr
In “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers,” Ishares Tr (HYG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
IEI Ishares Tr
In “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers,” Ishares Tr (IEI) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

iShares S&P GSCI Commodity-Indexed Trust (GSG) and the defense link

The 12 Oct 2026 story “Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers” names iShares S&P GSCI Commodity-Indexed Trust (GSG) because of Defense.

For iShares S&P GSCI Commodity-Indexed Trust (GSG), the reason on file says Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, Invesco Db Agriculture Fund (DBA), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates in the story, and the iShares S&P GSCI Commodity-Indexed Trust (GSG) price range

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. MOO traded between 80.33 and 85.25 across 20 sessions. The latest close on file is 80.70.

The defense score for iShares S&P GSCI Commodity-Indexed Trust (GSG)

46 out of 100

“Russo-Ukrainian war, day 1692: Trump suspends Russian diesel sanctions, while EU blacklists record 1,569 arms suppliers” scores 46 out of 100. The score uses 1 sources, and 16 linked companies.