Geopolitics Alpha

Ukraine’s long-range sanctions have halted more than 55% of Russia’s oil refining capacity — Zelenskyy

Published . Updated .

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ENERGYUkraine’s long-range sanctionshave halted more than 55% ofRussia’s oil refining capacity —…GEOPOLITICS ALPHA

This report is about oil and refining. Names like XOM and CVX typically gain because exxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund-1.1% 30d

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

  • XLE Energy Select Sector SPDR+7.4% 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 “refining” (refining) in this story.

  • UNG United States Natural Gas Fund-13.5% 30d

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

  • XOM ExxonMobil Holdings-2.7% 17d

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

  • CVX Chevron+4.7% 30d

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

  • VLO Valero Energy-11.1% 30d

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

  • MPC Marathon Petroleum+6.0% 17d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO-2.03%-2.82%baseafter closeafter closeafter closeafter close
XLE-4.57%-2.42%baseafter closeafter closeafter closeafter close
CRAK-2.84%-1.38%baseafter closeafter closeafter closeafter close
UNG-0.59%+0.69%baseafter closeafter closeafter closeafter close
XOM-3.42%-2.31%baseafter closeafter closeafter closeafter close
CVX-4.09%-2.99%baseafter closeafter closeafter closeafter close
VLO-6.05%-4.23%baseafter closeafter closeafter closeafter close
MPC-6.01%-2.91%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’s long-range sanctions have halted more than 55% of Russia’s oil refining capacity — Zelenskyy Українські Національні Новини (УНН)

Source: 블루밍비트

Energy

CompanyWhenMoveStatus
CRAKthree days earlier-1.38%final price
CRAKfive days earlier-2.84%final price
CVXthree days earlier-2.99%final price
CVXfive days earlier-4.09%final price
MPCthree days earlier-2.91%final price
MPCfive days earlier-6.01%final price
UNGthree days earlier+0.69%final price
UNGfive days earlier-0.59%final price
USOthree days earlier-2.82%final price
USOfive days earlier-2.03%final price
VLOthree days earlier-4.23%final price
VLOfive days earlier-6.05%final price
XLEthree days earlier-2.42%final price
XLEfive days earlier-4.57%final price
XOMthree days earlier-2.31%final price
XOMfive days earlier-3.42%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).

How solid the energy case looks

12 out of 100

“Ukraine’s long-range sanctions have halted more than 55% of Russia’s oil refining capacity — Zelenskyy” scores 12 out of 100. The score uses 1 sources.