Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war
Published . Updated .
U.S. President Donald Trump said Russia has “lost control” of its diesel oil industry due to the Ukraine war, as he presses Kyiv to agree to an energy truce.
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
U.S. President Donald Trump said Russia has “lost control” of its diesel oil industry due to the Ukraine war, as he presses Kyiv to agree to an energy truce.
Source: CNBC Top
The price since 22 Sep 2026: United States Gasoline Fund (UGA) versus the S&P 500
Since the first closing price after “Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war,” United States Gasoline Fund (UGA) is -4.51%. The S&P 500 fund (SPY) is -0.17% over the same days, a -4.34% difference versus the market. industrial stocks (XLI) is -1.99%, a -2.52% difference versus that group of stocks.
Who collects and who pays in defense
Companies carried with this story
- UGA United States Gasoline Fund
United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war.” 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 22 Sep 2026 story “Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war.” 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
For “Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war,” 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
In “Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war,” 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
In “Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war,” 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
For “Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war,” 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 to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war,” 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 to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war,” 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
How defense news reaches United States Gasoline Fund (UGA)
On 22 Sep 2026, “Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war” is the story that connects United States Gasoline Fund (UGA) to Defense.
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
What this defense story puts on the calendar
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 solid the defense case looks
46 out of 100
“Trump to press Zelenskyy for energy truce, says Russia has ‘lost control’ of oil due to Ukraine war” scores 46 out of 100. The score uses 1 sources, and 23 linked companies.