Geopolitics Alpha

Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl

Published . Updated .

Key takeaways

  • Exposed: USO, XLE, CRAK, BWET, XOM
  • Market reaction: price tracking starts with the next trading session.

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ENERGYUkraine Intensifies Oil Blitz onRussia, Striking Major Refinery inYaroslavlGEOPOLITICS ALPHA

This report is about oil and refining.

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 “refinery” (refining) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story.

  • XOM ExxonMobil Holdings+10.6% 15d

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

  • VLO Valero Energy+0.7% 30d

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

  • MPC Marathon Petroleum+13.1% 9d

    Marathon Petroleum (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
USO+4.37%+7.30%baseafter closeafter closeafter closeafter close
XLE+1.44%+2.16%baseafter closeafter closeafter closeafter close
CRAK+1.98%+0.61%baseafter closeafter closeafter closeafter close
BWET-1.54%+2.86%baseafter closeafter closeafter closeafter close
XOM+0.06%+1.89%baseafter closeafter closeafter closeafter close
CVX+0.19%+1.58%baseafter closeafter closeafter closeafter close
VLO+1.54%+0.86%baseafter closeafter closeafter closeafter close
MPC+1.26%+0.47%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 Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl Kyiv Post

Source: Kyiv Post

United States Oil Fund (USO) since this story, compared with the market

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)three days earlier+2.86%final price
Amplify Commodity Trust (BWET)five days earlier-1.54%final price
Vaneck Etf Trust (CRAK)three days earlier+0.61%final price
Vaneck Etf Trust (CRAK)five days earlier+1.98%final price
Chevron (CVX)three days earlier+1.58%final price
Chevron (CVX)five days earlier+0.19%final price
Marathon Petroleum (MPC)three days earlier+0.47%final price
Marathon Petroleum (MPC)five days earlier+1.26%final price
United States Oil Fund (USO)three days earlier+7.30%final price
United States Oil Fund (USO)five days earlier+4.37%final price
Valero Energy (VLO)three days earlier+0.86%final price
Valero Energy (VLO)five days earlier+1.54%final price
Select Sector Spdr Tr (XLE)three days earlier+2.16%final price
Select Sector Spdr Tr (XLE)five days earlier+1.44%final price
ExxonMobil Holdings (XOM)three days earlier+1.89%final price
ExxonMobil Holdings (XOM)five days earlier+0.06%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 gains and who loses around United States Oil Fund (USO)

Companies mentioned with this story

  • USO United States Oil Fund

    For “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl,” 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 “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    In “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

  • CRAK Vaneck Etf Trust

    For “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl,” 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

  • BWET Amplify Commodity Trust

    For “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “oil” (tanker shipping) in this story

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • CVX Chevron

    For “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • VLO Valero Energy

    In “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl,” 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

  • MPC Marathon Petroleum

    For “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl,” 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 “refinery” (refining) in this story

United States Oil Fund (USO) and the energy link

United States Oil Fund (USO) is the company in “Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl,” the 3 Nov 2026 Energy story.

United States Oil Fund (USO) is on the page because United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

Dates and price levels for United States Oil Fund (USO)

USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00.

A simple score for United States Oil Fund (USO)

46 out of 100

“Ukraine Intensifies Oil Blitz on Russia, Striking Major Refinery in Yaroslavl” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.