Geopolitics Alpha

Ukraine Has Hit Three Russian Refineries Since Friday

Published . Updated .

Ukraine Has Hit Three Russian Refineries Since Friday

Satellite data points to a fire at Russia’s Samara oil pumping station as Ukraine resumes refinery strikes and U.S. diesel tops $6 a gallon.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+13.9% 30d

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

  • XLE Energy Select Sector SPDR+12.1% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.

  • CRAK VanEck Oil Refiners ETF

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

  • AMLP Alerian MLP ETF-0.4% 30d

    Alerian MLP ETF: it holds pipeline operators. Linked by “pumping station” (pipelines) in this story.

  • XOM ExxonMobil Holdings+13.4% 16d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • VLO Valero Energy+0.7% 30d

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

  • CVX Chevron+15.7% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • MPC Marathon Petroleum+13.1% 9d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-1.54%-1.29%base-5.75%after closeafter closeafter close
XLE-0.51%-2.20%base-1.84%after closeafter closeafter close
CRAKNo price data for this ticker———————
AMLPNo price data for this ticker———————
XOM-1.45%-2.77%base-2.15%after closeafter closeafter close
VLONo price data for this ticker———————
CVX-1.54%-2.69%base-1.83%after closeafter closeafter close
MPCNo price data for this ticker———————

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.

Market Call

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Ukraine Has Hit Three Russian Refineries Since Friday Crude Oil Prices Today | OilPrice.com

Source: Crude Oil Prices Today | OilPrice.com

Vaneck Etf Trust (CRAK) since this story, compared with the market

CompanyWhenMoveStatus
CVXthat day-1.83%still updating
CVXthree days earlier-2.69%final price
CVXfive days earlier-1.54%final price
USOthat day-5.75%still updating
USOthree days earlier-1.29%final price
USOfive days earlier-1.54%final price
Select Sector Spdr Tr (XLE)that day-1.84%still updating
Select Sector Spdr Tr (XLE)three days earlier-2.20%final price
Select Sector Spdr Tr (XLE)five days earlier-0.51%final price
ExxonMobil Holdings (XOM)that day-2.15%still updating
ExxonMobil Holdings (XOM)three days earlier-2.77%final price
ExxonMobil Holdings (XOM)five days earlier-1.45%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).

Who is named in “Ukraine Has Hit Three Russian Refineries Since Friday”

Companies carried with this story

  • CRAK Vaneck Etf Trust

    In “Ukraine Has Hit Three Russian Refineries Since Friday,” 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 “refineries” (refining) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Ukraine Has Hit Three Russian Refineries Since Friday.” Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story

  • VLO Valero Energy

    For “Ukraine Has Hit Three Russian Refineries Since Friday,” 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 “refineries” (refining) in this story

  • MPC Marathon Petroleum

    For “Ukraine Has Hit Three Russian Refineries Since Friday,” Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence. Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story

  • PSX Phillips 66

    For “Ukraine Has Hit Three Russian Refineries Since Friday,” Phillips 66 (PSX) is linked, with no stored direction, medium confidence. Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story

  • XOM ExxonMobil Holdings

    For “Ukraine Has Hit Three Russian Refineries Since Friday,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story

How energy news reaches Vaneck Etf Trust (CRAK)

On 2 Nov 2026, “Ukraine Has Hit Three Russian Refineries Since Friday” is the story that connects Vaneck Etf Trust (CRAK) to Energy.

Vaneck Etf Trust (CRAK) is on the page because VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story

What this energy story puts on the calendar

VLO traded between 377.49 and 461.55 across 20 sessions. The latest close on file is 399.69. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.

A simple score for Vaneck Etf Trust (CRAK)

46 out of 100Price not final

“Ukraine Has Hit Three Russian Refineries Since Friday” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.