Geopolitics Alpha

Ukraine says it struck Russia's Omsk refinery again as US-brokered talks proceed

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ENERGYUkraine says it struck Russia'sOmsk refinery again as US-brokeredtalks proceedGEOPOLITICS ALPHA

This report is about refining. Names like XOM typically gain because exxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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.

  • XLE Energy Select Sector SPDR+7.5% 30d

    Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) 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.

  • PSX Phillips 66-2.1% 30d

    Phillips 66 (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
CRAK-3.84%-2.73%baseafter closeafter closeafter closeafter close
XLE-4.15%-3.23%baseafter closeafter closeafter closeafter close
XOM-2.28%-3.14%baseafter closeafter closeafter closeafter close
VLO-7.63%-6.50%baseafter closeafter closeafter closeafter close
MPC-9.68%-5.62%baseafter closeafter closeafter closeafter close
PSX-6.56%-4.64%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 says it struck Russia's Omsk refinery again as US-brokered talks proceed Briefs Finance

Source: Briefs Finance

Energy

CompanyWhenMoveStatus
CRAKthree days earlier-2.73%final price
CRAKfive days earlier-3.84%final price
MPCthree days earlier-5.62%final price
MPCfive days earlier-9.68%final price
PSXthree days earlier-4.64%final price
PSXfive days earlier-6.56%final price
VLOthree days earlier-6.50%final price
VLOfive days earlier-7.63%final price
XLEthree days earlier-3.23%final price
XLEfive days earlier-4.15%final price
XOMthree days earlier-3.14%final price
XOMfive days earlier-2.28%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 says it struck Russia's Omsk refinery again as US-brokered talks proceed” scores 12 out of 100. The score uses 1 sources.