Geopolitics Alpha

Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia

Published . Updated .

Key takeaways

  • Exposed: USO, XLE, CRAK, BWET, XOM
  • Market reaction: USO +3.4% on the day; XLE +1.5% on the day; BWET +5.3% on the day

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

ENERGYUkraine Says It Hit Russia’sBiggest Oil Refinery in SiberiaGEOPOLITICS ALPHA

This report is about oil and refining.

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+7.5% 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-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+2.9% 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 “refinery” (refining) in this story.

  • MPC Marathon Petroleum+2.5% 17d

    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+4.74%+0.82%base+3.43%after closeafter closeafter close
XLE-2.64%-2.21%base+1.50%after closeafter closeafter close
CRAK-1.31%-1.48%base+0.70%after closeafter closeafter close
BWET+23.15%+6.41%base+5.26%after closeafter closeafter close
XOM-0.81%-1.14%base+1.84%after closeafter closeafter close
CVX-0.13%-1.13%base+1.51%after closeafter closeafter close
VLO-3.44%-1.90%base+3.10%after closeafter closeafter close
MPC-6.26%-3.19%base+2.55%after 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 Says It Hit Russia’s Biggest Oil Refinery in Siberia Bloomberg.com

Source: Bloomberg

How far United States Oil Fund (USO) has moved since 12 Nov 2026

CompanyWhenMoveStatus
Amplify Commodity Trust (BWET)that day+5.26%final price
Amplify Commodity Trust (BWET)three days earlier+6.41%final price
Amplify Commodity Trust (BWET)five days earlier+23.15%final price
Vaneck Etf Trust (CRAK)that day+0.70%final price
Vaneck Etf Trust (CRAK)three days earlier-1.48%final price
Vaneck Etf Trust (CRAK)five days earlier-1.31%final price
Chevron (CVX)that day+1.51%final price
Chevron (CVX)three days earlier-1.13%final price
Chevron (CVX)five days earlier-0.13%final price
Marathon Petroleum (MPC)that day+2.55%final price
Marathon Petroleum (MPC)three days earlier-3.19%final price
Marathon Petroleum (MPC)five days earlier-6.26%final price
United States Oil Fund (USO)that day+3.43%final price
United States Oil Fund (USO)three days earlier+0.82%final price
United States Oil Fund (USO)five days earlier+4.74%final price
Valero Energy (VLO)that day+3.10%final price
Valero Energy (VLO)three days earlier-1.90%final price
Valero Energy (VLO)five days earlier-3.44%final price
Select Sector Spdr Tr (XLE)that day+1.50%final price
Select Sector Spdr Tr (XLE)three days earlier-2.21%final price
Select Sector Spdr Tr (XLE)five days earlier-2.64%final price
ExxonMobil Holdings (XOM)that day+1.84%final price
ExxonMobil Holdings (XOM)three days earlier-1.14%final price
ExxonMobil Holdings (XOM)five days earlier-0.81%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 Says It Hit Russia’s Biggest Oil Refinery in Siberia”

Companies tied to this story

  • USO United States Oil Fund

    For “Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia,” 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

    For “Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia,” 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

    In “Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia,” 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

    In “Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia,” 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

    For “Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia,” 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 “oil” (oil) in this story

  • CVX Chevron

    For “Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia,” 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 Says It Hit Russia’s Biggest Oil Refinery in Siberia,” 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

    In “Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia,” 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

“Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia” (12 Nov 2026) reaches United States Oil Fund (USO) through Energy.

What ties United States Oil Fund (USO) to the headline is this: 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

Price levels for United States Oil Fund (USO)

USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

How solid “Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia” looks

46 out of 100

“Ukraine Says It Hit Russia’s Biggest Oil Refinery in Siberia” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.