Geopolitics Alpha

Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased

Published . Updated .

ENERGYUkraine Renews Refinery StrikesAfter Russia’s Fuel Crisis EasedGEOPOLITICS 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 “fuel crisis” (oil) in this story.

  • XLE Energy Select Sector SPDR+12.1% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “fuel crisis” (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.

  • UNG United States Natural Gas Fund-11.6% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story.

  • XOM ExxonMobil Holdings+13.4% 16d

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

  • CVX Chevron+15.7% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “fuel crisis” (oil) 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-1.54%-1.29%base-5.78%after closeafter closeafter close
XLE-0.51%-2.20%base-1.71%after closeafter closeafter close
CRAK+4.05%-0.25%base-0.19%after closeafter closeafter close
UNGNo price data for this ticker———————
XOM-1.45%-2.77%base-1.98%after closeafter closeafter close
VLONo price data for this ticker———————
CVX-1.54%-2.69%base-1.36%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 Renews Refinery Strikes After Russia’s Fuel Crisis Eased Bloomberg

Source: Bloomberg

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

CompanyWhenMoveStatus
Vaneck Etf Trust (CRAK)that day-0.19%still updating
Vaneck Etf Trust (CRAK)three days earlier-0.25%final price
Vaneck Etf Trust (CRAK)five days earlier+4.05%final price
Chevron (CVX)that day-1.36%still updating
Chevron (CVX)three days earlier-2.69%final price
Chevron (CVX)five days earlier-1.54%final price
United States Oil Fund (USO)that day-5.78%still updating
United States Oil Fund (USO)three days earlier-1.29%final price
United States Oil Fund (USO)five days earlier-1.54%final price
Select Sector Spdr Tr (XLE)that day-1.71%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-1.98%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 gains and who loses around United States Oil Fund (USO)

Companies carried with this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “fuel crisis” (oil) in this story

  • XLE Select Sector Spdr Tr

    In “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased,” 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 “fuel crisis” (oil) in this story

  • CRAK Vaneck Etf Trust

    In “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased,” 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

  • UNG United States Natural Gas Fund

    For “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story

  • XOM ExxonMobil Holdings

    For “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “fuel crisis” (oil) in this story

  • VLO Valero Energy

    Valero Energy (VLO) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased.” Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story

  • CVX Chevron

    For “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased,” 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 “fuel crisis” (oil) in this story

  • MPC Marathon Petroleum

    Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased.” 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 United States Oil Fund (USO)

The 2 Nov 2026 story “Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased” names United States Oil Fund (USO) because of Energy.

For United States Oil Fund (USO), the reason on file says United States Oil Fund: its price follows crude oil. Linked by “fuel crisis” (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 “fuel crisis” (oil) in this story

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 100Price not final

“Ukraine Renews Refinery Strikes After Russia’s Fuel Crisis Eased” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.