Trump's Russian diesel deal creates sanctions minefield for marine insurers

Published 13 Oct 2026, 13:30 UTC. Updated 13 Oct 2026, 19:26 UTC.

Trump's Russian diesel deal creates sanctions minefield for marine insurers Insurance Business

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
XOM Exxon Mobil
Oil producers move when sanctioned barrels leave the market
WEAT Teucrium Wheat
Wheat prices rise when Black Sea grain is disrupted
MOS Mosaic
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	-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%
USO	—	—	—	—	—	—	—
XOM	—	—	—	—	—	—	—
WEAT	—	—	—	—	—	—	—
MOS	+11.09%	+4.67%	—	+1.75%	+0.85%	+0.53%	-0.16%

Trump's Russian diesel deal creates sanctions minefield for marine insurers Insurance Business

Source: Insurance Business

The price since 13 Oct 2026: United States Gasoline Fund (UGA) versus the S&P 500

Since the first closing price after “Trump's Russian diesel deal creates sanctions minefield for marine insurers,” 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
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
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

UGA

SPY

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

Companies mentioned with this story

UGA United States Gasoline Fund
United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Trump's Russian diesel deal creates sanctions minefield for marine insurers.” 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
In “Trump's Russian diesel deal creates sanctions minefield for marine insurers,” 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
Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Trump's Russian diesel deal creates sanctions minefield for marine insurers.” 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
For “Trump's Russian diesel deal creates sanctions minefield for marine insurers,” Vaneck Etf Trust (MOO) 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
XME Spdr Series Trust
For “Trump's Russian diesel deal creates sanctions minefield for marine insurers,” Spdr Series Trust (XME) 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
Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Trump's Russian diesel deal creates sanctions minefield for marine insurers.” 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 Russian diesel deal creates sanctions minefield for marine insurers,” 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
In “Trump's Russian diesel deal creates sanctions minefield for marine insurers,” Ishares Tr (HYG) 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

United States Gasoline Fund (UGA)

The 13 Oct 2026 story “Trump's Russian diesel deal creates sanctions minefield for marine insurers” names United States Gasoline Fund (UGA) because of this story.

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

Also listed, iShares S&P GSCI Commodity-Indexed Trust (GSG): 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

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

How strong the case is around United States Gasoline Fund (UGA)

46 out of 100

“Trump's Russian diesel deal creates sanctions minefield for marine insurers” scores 46 out of 100. The score uses 1 sources, and 9 linked companies.