Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent

Published 11 Oct 2026, 23:25 UTC. Updated 12 Oct 2026, 06:16 UTC.

Ukraine's leader says he will support such a truce if Moscow does, after initially expressing surprise at Donald Trump's announcement.

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	-0.61%	-2.04%	—	+0.48%	-1.13%	+2.44%	+4.55%
RTX	—	—	—	—	—	—	—
NOC	—	—	—	—	—	—	—
XLE	—	—	—	—	—	—	—
GD	+0.12%	-1.46%	—	+1.14%	+0.35%	+0.99%	+1.70%
ITA	+0.06%	-1.47%	—	-0.28%	-1.26%	-1.17%	+0.09%
USO	—	—	—	—	—	—	—
WEAT	—	—	—	—	—	—	—
MOS	+13.61%	+6.56%	—	+0.59%	+2.35%	+1.44%	+1.12%
CF	+4.02%	+2.60%	—	+2.73%	+5.12%	+7.10%	+7.38%

Zelensky says Kyiv would support such a truce. Moscow has yet to comment.

Source: BBC

The price since 11 Oct 2026: IShares U.S. Aerospace & Defense ETF (ITA) versus the S&P 500

Since the first closing price after “Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent,” 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
CF	that day	+2.73%	final price
CF	the next day	+5.12%	final price
CF	two days later	+7.10%	final price
CF	three days later	+7.38%	final price
CF	three days earlier	+2.60%	final price
CF	five days earlier	+4.02%	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 U.S. Aerospace & Defense ETF (ITA)	that day	-0.28%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	the next day	-1.26%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	two days later	-1.17%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days later	+0.09%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	three days earlier	-1.47%	final price
IShares U.S. Aerospace & Defense ETF (ITA)	five days earlier	+0.06%	final price
LMT	that day	+0.48%	final price
LMT	the next day	-1.13%	final price
LMT	two days later	+2.44%	final price
LMT	three days later	+4.55%	final price
LMT	three days earlier	-2.04%	final price
LMT	five days earlier	-0.61%	final price
MOS	that day	+0.59%	final price
MOS	the next day	+2.35%	final price
MOS	two days later	+1.44%	final price
MOS	three days later	+1.12%	final price
MOS	three days earlier	+6.56%	final price
MOS	five days earlier	+13.61%	final price

ITA

SPY

XLI

Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)

Companies mentioned with this story

ITA IShares U.S. Aerospace & Defense ETF
In “Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent,” 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
In “Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent,” 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
In “Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent,” 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
Ishares Energy Storage & Materials Etf (IBAT) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent.” 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's 'energy ceasefire' claim welcomed by Zelensky but Russia silent.” 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 “Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent,” 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

IShares U.S. Aerospace & Defense ETF (ITA) and the defense link

The 11 Oct 2026 story “Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent” names IShares U.S. Aerospace & Defense ETF (ITA) because of 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

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

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

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.

A simple score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Trump's 'energy ceasefire' claim welcomed by Zelensky but Russia silent” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.