Geopolitics Alpha

Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition.

Published . Updated .

Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition. Ukraine Business News

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

TickerT-5T-3T-1T0T+1T+2T+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%

Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition. Ukraine Business News

Source: Ukraine Business News

United States Gasoline Fund (UGA) since this story, compared with the market

Since the first closing price after “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition.,” United States Gasoline Fund (UGA) is -1.70%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.23% difference versus the market.

CompanyWhenMoveStatus
CFthat day+2.73%final price
CFthe next day+5.12%final price
CFtwo days later+7.10%final price
CFthree days later+7.38%final price
CFthree days earlier+2.60%final price
CFfive days earlier+4.02%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
MOSthat day+0.59%final price
MOSthe next day+2.35%final price
MOStwo days later+1.44%final price
MOSthree days later+1.12%final price
MOSthree days earlier+6.56%final price
MOSfive days earlier+13.61%final price
UGA
SPY

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

Companies carried with this story

  • UGA United States Gasoline Fund

    In “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition.,” 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

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    For “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition.,” 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

    In “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition.,” 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 12 Oct 2026 story “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition..” 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 Draws Ukrainian Rebuke, Bipartisan US Opposition.,” 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 12 Oct 2026 story “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition..” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    For “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition.,” 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 12 Oct 2026 story “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition..” 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 12 Oct 2026 story “Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition.” names United States Gasoline Fund (UGA) because of 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

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.

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

46 out of 100

“Trump’s Russian Diesel Deal Draws Ukrainian Rebuke, Bipartisan US Opposition.” scores 46 out of 100. The score uses 1 sources, and 9 linked companies.