Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid
Published . Updated .
This report is about refining and power and utilities.
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 “refineries” (refining) in this story.
- XLE Energy Select Sector SPDR+12.1% 30d
Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story.
- XLU Utilities Select Sector SPDR+1.8% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “power grid” (power and utilities) in this story.
- USO United States Oil Fund+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story.
- NEE NextEra Energy+2.6% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “power grid” (power and utilities) in this story.
- DUK Duke Energy+7.5% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “power grid” (power and utilities) in this story.
- SO The Southern+7.7% 30d
The Southern (electric services): power demand and prices drive utility earnings. Linked by “power grid” (power and utilities) in this story.
- VLO Valero Energy+0.7% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRAK | +4.05% | -0.25% | base | after close | after close | after close | after close |
| XLE | -0.51% | -2.20% | base | after close | after close | after close | after close |
| XLUNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -1.54% | -1.29% | base | after close | after close | after close | after close |
| NEENo price data for this ticker | — | — | — | — | — | — | — |
| DUKNo price data for this ticker | — | — | — | — | — | — | — |
| SONo price data for this ticker | — | — | — | — | — | — | — |
| VLONo 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.
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Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid Bloomberg
Source: Bloomberg
The price since 31 Oct 2026: Vaneck Etf Trust (CRAK) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | three days earlier | -0.25% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +4.05% | final price |
| 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) | three days earlier | -2.20% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | -0.51% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 47 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 59 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Duke Energy (DUK) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Duke Energy (DUK), worth $1,001 - $15,000 on 24 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Southern (SO), worth $250,001 - $500,000 on 21 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Southern (SO), worth $1,001 - $15,000 on 10 Aug 2026. That is 82 days before publication. Filed 8 Oct 2026. View the filing.
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).
Companies in defense around Vaneck Etf Trust (CRAK)
Companies mentioned with this story
- CRAK Vaneck Etf Trust
Vaneck Etf Trust (CRAK) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid.” Reason on file: VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
- XLE Select Sector Spdr Tr
Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid.” Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
- XLU Select Sector Spdr Tr
In “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “power grid” (power and utilities) in this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story
- NEE Nextera Energy
In “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “power grid” (power and utilities) in this story
- DUK Duke Energy
For “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid,” Duke Energy (DUK) is linked, with no stored direction, medium confidence. Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “power grid” (power and utilities) in this story
- SO Southern
In “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid,” Southern (SO) is linked, with no stored direction, medium confidence. Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “power grid” (power and utilities) in this story
- VLO Valero Energy
Valero Energy (VLO) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid.” Reason on file: Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refineries” (refining) in this story
Vaneck Etf Trust (CRAK) and the defense link
On 31 Oct 2026, “Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid” is the story that connects Vaneck Etf Trust (CRAK) to Defense.
For Vaneck Etf Trust (CRAK), the reason on file says VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
A second company, Select Sector Spdr Tr (XLE), is listed for a different reason: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story
Dates in the story, and the Vaneck Etf Trust (CRAK) price range
XLE traded between 62.06 and 70.15 across 20 sessions. The latest close on file is 70.00. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56.
The defense score for Vaneck Etf Trust (CRAK)
46 out of 100
“Ukraine Strikes Bashneft Refineries as Russia Attacks Power Grid” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.