Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says

Published 13 Oct 2026, 02:09 UTC. Updated 13 Oct 2026, 05:24 UTC.

Despite the US president announcing energy infrastructure would not be targeted strikes have continued, Ukraine says.

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
XOM Exxon Mobil
Oil producers earn more when crude prices rise
CVX Chevron
Oil producers earn more when crude prices rise
USO United States Oil Fund
This fund moves with oil prices
WEAT Teucrium Wheat
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	-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%
XOM	—	—	—	—	—	—	—
CVX	-3.45%	-1.61%	—	+1.30%	+3.29%	+2.02%	+4.63%
USO	—	—	—	—	—	—	—
WEAT	—	—	—	—	—	—	—

Despite the US president announcing energy infrastructure would not be targeted strikes have continued, Ukraine says.

Source: BBC

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

Since the first closing price after “Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says,” IShares U.S. Aerospace & Defense ETF (ITA) is +1.63%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.03% difference versus the market. industrial stocks (XLI) is -0.20%, a +1.83% difference versus that group of stocks.

Company	When	Move	Status
CVX	that day	+1.30%	final price
CVX	the next day	+3.29%	final price
CVX	two days later	+2.02%	final price
CVX	three days later	+4.63%	final price
CVX	three days earlier	-1.61%	final price
CVX	five days earlier	-3.45%	final price
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
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

ITA

SPY

XLI

IShares U.S. Aerospace & Defense ETF (ITA) on one side of this defense story

Companies carried with this story

ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says.” Reason on file: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
FAN First Trust Global Wind Energy Etf
In “Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says,” First Trust Global Wind Energy Etf (FAN) is linked, with no stored direction, medium confidence. Reason on file: GA selected FAN as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
FRNW Fidelity Clean Energy Etf
Fidelity Clean Energy Etf (FRNW) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says.” Reason on file: GA selected FRNW as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
IBAT Ishares Energy Storage & Materials Etf
In “Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says,” Ishares Energy Storage & Materials Etf (IBAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected IBAT as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
PPA Invesco Aerospace & Defense Etf
In “Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says,” Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence. Reason on file: GA selected PPA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
WAR U.S. Global Technology And Aerospace & Defense Etf
In “Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says,” U.S. Global Technology And Aerospace & Defense Etf (WAR) is linked, with no stored direction, medium confidence. Reason on file: GA selected WAR as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)

“Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says” (13 Oct 2026) reaches IShares U.S. Aerospace & Defense ETF (ITA) through Defense.

IShares U.S. Aerospace & Defense ETF (ITA) is on the page because GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, First Trust Global Wind Energy Etf (FAN), is listed for a different reason: GA selected FAN as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range

FAN traded between 21.59 and 23.77 across 20 sessions. The latest close on file is 21.84. FRNW traded between 19.96 and 22.15 across 20 sessions. The latest close on file is 20.03. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60.

How strong the case is around IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Six Ukrainian energy sites hit by Russia since Trump announced ceasefire, Zelensky says” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.