Geopolitics Alpha

Trump’s shock Russian diesel deal: One rule for India, another for the US

Published . Updated .

Trump’s shock Russian diesel deal: One rule for India, another for the US The Indian Express

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———————
RTX———————
NOC———————
XLE———————
GD+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
ITA———————
USO———————
WEAT———————
MOS———————
CF+4.04%+2.72%—+2.72%+5.11%+7.12%+7.44%

Trump’s shock Russian diesel deal: One rule for India, another for the US The Indian Express

Source: The Indian Express

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

Since the first closing price after “Trump’s shock Russian diesel deal: One rule for India, another for the US,” United States Gasoline Fund (UGA) is -3.52%. The S&P 500 fund (SPY) is -1.47% over the same days, a -2.05% difference versus the market.

CompanyWhenMoveStatus
CFthat day+2.72%final price
CFthe next day+5.11%final price
CFtwo days later+7.12%final price
CFthree days later+7.44%final price
CFthree days earlier+2.72%final price
CFfive days earlier+4.04%final price
Invesco Db Agriculture Fund (DBA)that day+0.37%final price
Invesco Db Agriculture Fund (DBA)the next day+0.35%final price
Invesco Db Agriculture Fund (DBA)two days later-0.23%final price
Invesco Db Agriculture Fund (DBA)three days later-0.11%final price
Invesco Db Agriculture Fund (DBA)three days earlier+0.60%final price
Invesco Db Agriculture Fund (DBA)five days earlier+0.44%final price
Wisdomtree India Earnings Fund Etf (EPI)that day+0.69%final price
Wisdomtree India Earnings Fund Etf (EPI)the next day+2.37%final price
Wisdomtree India Earnings Fund Etf (EPI)two days later+2.23%final price
Wisdomtree India Earnings Fund Etf (EPI)three days later+3.96%final price
Wisdomtree India Earnings Fund Etf (EPI)three days earlier+0.51%final price
Wisdomtree India Earnings Fund Etf (EPI)five days earlier+1.55%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
iShares S&P GSCI Commodity-Indexed Trust (GSG)that day+0.82%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)the next day+1.81%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)two days later+1.32%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)three days later+1.33%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)three days earlier-1.34%final price
iShares S&P GSCI Commodity-Indexed Trust (GSG)five days earlier-1.87%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

    For “Trump’s shock Russian diesel deal: One rule for India, another for the US,” 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

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “Trump’s shock Russian diesel deal: One rule for India, another for the US.” 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 shock Russian diesel deal: One rule for India, another for the US,” 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 11 Oct 2026 story “Trump’s shock Russian diesel deal: One rule for India, another for the US.” 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 shock Russian diesel deal: One rule for India, another for the US,” 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

    In “Trump’s shock Russian diesel deal: One rule for India, another for the US,” 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

    For “Trump’s shock Russian diesel deal: One rule for India, another for the US,” 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

    For “Trump’s shock Russian diesel deal: One rule for India, another for the US,” 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)

United States Gasoline Fund (UGA) is the company in “Trump’s shock Russian diesel deal: One rule for India, another for the US,” the 11 Oct 2026 this story 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

iShares S&P GSCI Commodity-Indexed Trust (GSG) is here too. Its reason reads: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Price levels for United States Gasoline Fund (UGA)

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 shock Russian diesel deal: One rule for India, another for the US” scores 46 out of 100. The score uses 1 sources, and 12 linked companies.