Geopolitics Alpha

Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries

Published . Updated .

Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries Crude Oil Prices Today | OilPrice.com

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

TickerT-5T-3T-1T0T+1T+2T+3
LMT-0.61%-2.04%—+0.48%-1.13%+2.44%+4.55%
RTX———————
NOC-1.00%-1.50%—+0.86%+0.11%+3.08%+3.81%
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%
XOM———————
CVX-2.61%-3.22%—+1.43%+2.75%+4.76%+3.48%
USO———————
WEAT———————

Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries Crude Oil Prices Today | OilPrice.com

Source: Crude Oil Prices Today | OilPrice.com

Price since this story was published: Select Sector Spdr Tr (XLE)

Since the first closing price after “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries,” Select Sector Spdr Tr (XLE) is +0.92%. The S&P 500 fund (SPY) is -1.47% over the same days, a +2.38% difference versus the market.

CompanyWhenMoveStatus
CVXthat day+1.43%final price
CVXthe next day+2.75%final price
CVXtwo days later+4.76%final price
CVXthree days later+3.48%final price
CVXthree days earlier-3.22%final price
CVXfive days earlier-2.61%final price
GDthat day+1.14%final price
GDthe next day+0.35%final price
GDtwo days later+0.99%final price
GDthree days later+1.70%final price
GDthree days earlier-1.46%final price
GDfive days earlier+0.12%final price
ITAthat day-0.28%final price
ITAthe next day-1.26%final price
ITAtwo days later-1.17%final price
ITAthree days later+0.09%final price
ITAthree days earlier-1.47%final price
ITAfive days earlier+0.06%final price
LMTthat day+0.48%final price
LMTthe next day-1.13%final price
LMTtwo days later+2.44%final price
LMTthree days later+4.55%final price
LMTthree days earlier-2.04%final price
LMTfive days earlier-0.61%final price
NOCthat day+0.86%final price
NOCthe next day+0.11%final price
NOCtwo days later+3.08%final price
NOCthree days later+3.81%final price
NOCthree days earlier-1.50%final price
NOCfive days earlier-1.00%final price
XLE
SPY
XLE

Select Sector Spdr Tr (XLE) filings in this energy story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Select Sector Spdr Tr (XLE)

Companies carried with this story

  • XLE Select Sector Spdr Tr

    In “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    For “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    In “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • AEIS Advanced Energy Industries

    Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries.” Reason on file: GA selected AEIS 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

  • AMPY Amplify Energy

    For “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY 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

  • ATO Atmos Energy

    In “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATO 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

  • BE Bloom Energy

    For “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BE 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

Select Sector Spdr Tr (XLE) and the energy link

Select Sector Spdr Tr (XLE) is the company in “Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries,” the 12 Oct 2026 Energy story.

For Select Sector Spdr Tr (XLE), the reason on file says Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is here too. Its reason reads: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Price levels for Select Sector Spdr Tr (XLE)

USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80. XOP traded between 177.09 and 202.25 across 20 sessions. The latest close on file is 199.52.

How solid the energy case looks

54 out of 100

“Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries” scores 54 out of 100. The score uses 2 sources, and 10 linked companies.