Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy
Published . Updated .
Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy Reuters
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
Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy Reuters
Source: Reuters
IShares U.S. Aerospace & Defense ETF (ITA) compared with industrial stocks (XLI) since 11 Oct 2026
Since the first closing price after “Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy,” IShares U.S. Aerospace & Defense ETF (ITA) is +0.73%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.20% difference versus the market. industrial stocks (XLI) is -1.43%, a +2.15% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +1.43% | final price |
| CVX | the next day | +2.75% | final price |
| CVX | two days later | +4.76% | final price |
| CVX | three days later | +3.48% | final price |
| CVX | three days earlier | -3.22% | final price |
| CVX | five days earlier | -2.61% | final price |
| First Trust Global Wind Energy Etf (FAN) | that day | 0.00% | final price |
| First Trust Global Wind Energy Etf (FAN) | the next day | +1.23% | final price |
| First Trust Global Wind Energy Etf (FAN) | two days later | -1.09% | final price |
| First Trust Global Wind Energy Etf (FAN) | three days later | -1.04% | final price |
| First Trust Global Wind Energy Etf (FAN) | three days earlier | +0.59% | final price |
| First Trust Global Wind Energy Etf (FAN) | five days earlier | +1.81% | final price |
| Fidelity Clean Energy Etf (FRNW) | that day | -0.07% | final price |
| Fidelity Clean Energy Etf (FRNW) | the next day | +0.36% | final price |
| Fidelity Clean Energy Etf (FRNW) | two days later | -2.89% | final price |
| Fidelity Clean Energy Etf (FRNW) | three days later | -3.41% | final price |
| Fidelity Clean Energy Etf (FRNW) | three days earlier | +0.02% | final price |
| Fidelity Clean Energy Etf (FRNW) | five days earlier | +0.45% | final price |
| GD | that day | +1.14% | final price |
| GD | the next day | +0.35% | final price |
| GD | two days later | +0.99% | final price |
| GD | three days later | +1.70% | final price |
| GD | three days earlier | -1.46% | final price |
| GD | five days earlier | +0.12% | final price |
| Ishares Energy Storage & Materials Etf (IBAT) | that day | -2.19% | final price |
| Ishares Energy Storage & Materials Etf (IBAT) | the next day | -2.19% | final price |
| Ishares Energy Storage & Materials Etf (IBAT) | two days later | -2.19% | final price |
| Ishares Energy Storage & Materials Etf (IBAT) | three days later | -2.19% | final price |
| Ishares Energy Storage & Materials Etf (IBAT) | three days earlier | +1.19% | final price |
| Ishares Energy Storage & Materials Etf (IBAT) | five days earlier | +1.13% | final price |
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
In “Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. 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
For “Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy,” 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
For “Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy,” Fidelity Clean Energy Etf (FRNW) is linked, with no stored direction, medium confidence. 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
For “Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy,” 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
Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy.” 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
For “Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy,” 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)
“Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy” (11 Oct 2026) reaches IShares U.S. Aerospace & Defense ETF (ITA) through Defense.
The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: 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
Also listed, First Trust Global Wind Energy Etf (FAN): 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
Price levels for IShares U.S. Aerospace & Defense ETF (ITA)
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 solid the defense case looks
46 out of 100
“Trump announces Ukraine energy ceasefire with Russia, surprising Zelenskiy” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.