Trump's diesel deal with Russia equals less than two weeks of U.S. demand

Published 13 Oct 2026, 16:35 UTC. Updated 13 Oct 2026, 20:01 UTC.

Trump's diesel deal with Russia equals less than two weeks of U.S. demand CNBC

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
WEAT Teucrium Wheat
Wheat prices rise when Black Sea grain is disrupted
MOS Mosaic
Fertilizer makers move with Russian supply
CF CF Industries
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	—	—	—	—	—	—	—
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	—	—	—	—	—	—	—
WEAT	—	—	—	—	—	—	—
MOS	+11.09%	+4.67%	—	+1.75%	+0.85%	+0.53%	-0.16%
CF	+1.26%	-0.87%	—	+2.33%	+4.26%	+4.53%	+5.47%

Trump's diesel deal with Russia equals less than two weeks of U.S. demand CNBC

Source: CNBC

Price since this story was published: United States Gasoline Fund (UGA)

Since the first closing price after “Trump's diesel deal with Russia equals less than two weeks of U.S. demand,” United States Gasoline Fund (UGA) is -1.79%. The S&P 500 fund (SPY) is -0.40% over the same days, a -1.40% difference versus the market.

Company	When	Move	Status
CF	that day	+2.33%	final price
CF	the next day	+4.26%	final price
CF	two days later	+4.53%	final price
CF	three days later	+5.47%	final price
CF	three days earlier	-0.87%	final price
CF	five days earlier	+1.26%	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
ITA	that day	-0.98%	final price
ITA	the next day	-0.89%	final price
ITA	two days later	+0.37%	final price
ITA	three days later	+1.47%	final price
ITA	three days earlier	-0.59%	final price
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

UGA

SPY

Who gains and who loses around United States Gasoline Fund (UGA)

Companies tied to this story

UGA United States Gasoline Fund
For “Trump's diesel deal with Russia equals less than two weeks of U.S. demand,” United States Gasoline Fund (UGA) 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 “Trump's diesel deal with Russia equals less than two weeks of U.S. demand,” 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
In “Trump's diesel deal with Russia equals less than two weeks of U.S. demand,” 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
Ishares Tr (HYG) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Trump's diesel deal with Russia equals less than two weeks of U.S. demand.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
IEI Ishares Tr
Ishares Tr (IEI) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Trump's diesel deal with Russia equals less than two weeks of U.S. demand.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations
GSG iShares S&P GSCI Commodity-Indexed Trust
For “Trump's diesel deal with Russia equals less than two weeks of U.S. demand,” 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
For “Trump's diesel deal with Russia equals less than two weeks of U.S. demand,” Invesco Db Agriculture Fund (DBA) 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
MOO Vaneck Etf Trust
Vaneck Etf Trust (MOO) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Trump's diesel deal with Russia equals less than two weeks of U.S. demand.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

United States Gasoline Fund (UGA)

“Trump's diesel deal with Russia equals less than two weeks of U.S. demand” (13 Oct 2026) reaches United States Gasoline Fund (UGA) through this story.

United States Gasoline Fund (UGA) is on the page because Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Select Sector Spdr Tr (XLY) is here too. Its reason reads: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates in the story, and the United States Gasoline Fund (UGA) price range

IWM traded between 269.88 and 288.91 across 20 sessions. The latest close on file is 271.30. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49. XLY traded between 110.56 and 114.69 across 12 sessions. The latest close on file is 114.45.

What the saved facts support for United States Gasoline Fund (UGA)

46 out of 100

“Trump's diesel deal with Russia equals less than two weeks of U.S. demand” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.