Geopolitics Alpha

Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack

Published . Updated .

Key takeaways

  • The refinery is among Russia’s 10 largest oil processing plants, with an annual capacity of approximately 14 million metric tons of crude – around 5% of the country’s total refining capacity.
  • Exposed: CRAK, XLE, ITA, USO, LMT
  • Market reaction: price tracking starts with the next trading session.

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Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack

The refinery is among Russia’s 10 largest oil processing plants, with an annual capacity of approximately 14 million metric tons of crude – around 5% of the country’s total refining capacity.

Directly affected

  • No company is named in this report.

Indirectly affected

  • CRAK VanEck Oil Refiners ETF

    VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.

  • XLE Energy Select Sector SPDR+7.5% 30d

    Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.

  • USO United States Oil Fund-1.1% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story.

  • VLO Valero Energy-11.1% 30d

    Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • MPC Marathon Petroleum+5.0% 18d

    Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • PSX Phillips 66-0.6% 30d

    Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRAK-3.84%-2.73%baseafter closeafter closeafter closeafter close
XLE-4.15%-3.23%baseafter closeafter closeafter closeafter close
USO+1.59%-3.20%baseafter closeafter closeafter closeafter close
ITA-3.72%+1.00%baseafter closeafter closeafter closeafter close
VLO-7.63%-6.50%baseafter closeafter closeafter closeafter close
MPC-9.68%-5.62%baseafter closeafter closeafter closeafter close
PSX-6.56%-4.64%baseafter closeafter closeafter closeafter close
XOM-2.28%-3.14%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack Kyiv Post

Source: Kyiv Post

The price since 13 Nov 2026: Vaneck Etf Trust (CRAK) versus the S&P 500

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)three days earlier-2.73%final price
Vaneck Etf Trust (CRAK)five days earlier-3.84%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+1.00%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-3.72%final price
Marathon Petroleum (MPC)three days earlier-5.62%final price
Marathon Petroleum (MPC)five days earlier-9.68%final price
PSXthree days earlier-4.64%final price
PSXfive days earlier-6.56%final price
United States Oil Fund (USO)three days earlier-3.20%final price
United States Oil Fund (USO)five days earlier+1.59%final price
Valero Energy (VLO)three days earlier-6.50%final price
Valero Energy (VLO)five days earlier-7.63%final price
Select Sector Spdr Tr (XLE)three days earlier-3.23%final price
Select Sector Spdr Tr (XLE)five days earlier-4.15%final price
XOMthree days earlier-3.14%final price
XOMfive days earlier-2.28%final price

Congressional trades in the stocks in this 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).

Vaneck Etf Trust (CRAK) on one side of this energy story

Companies tied to this story

  • CRAK Vaneck Etf Trust

    In “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack,” Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence. Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • XLE Select Sector Spdr Tr

    In “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) in this story

  • USO United States Oil Fund

    In “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story

  • LMT Lockheed Martin

    For “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack,” Lockheed Martin (LMT) is linked, with no stored direction, medium confidence. Reason on file: Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “drones” (defense) in this story

  • VLO Valero Energy

    For “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack,” Valero Energy (VLO) is linked, with no stored direction, medium confidence. Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • RTX Rtx

    Rtx (RTX) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack.” Reason on file: Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “drones” (defense) in this story

  • MPC Marathon Petroleum

    Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 13 Nov 2026 story “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack.” Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

How energy news reaches Vaneck Etf Trust (CRAK)

The 13 Nov 2026 story “Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack” names Vaneck Etf Trust (CRAK) because of Energy.

The link for Vaneck Etf Trust (CRAK) is this: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story

The price range for Vaneck Etf Trust (CRAK), and the dates in the story

ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

The energy score for Vaneck Etf Trust (CRAK)

46 out of 100

“Ukraine Confirms Volgograd Refinery Strike as Russia Claims 1,198 Drones Downed in Massive Overnight Attack” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.