Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike
Published . Updated .
Key developments on Oct. 31-Nov. 1: * Russian oil refinery in Kstovo ablaze after reported overnight drone strike * Russian airstrike destroys Kramatorsk city council building that survived 2014 occupation * Russian attack hits Kyiv energy facility, leaving parts of the city
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-6.6% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story.
- USO United States Oil Fund+13.9% 30d
United States Oil Fund: 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.
- LMT Lockheed Martin+19.0% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story.
- RTX Rtx+2.3% 11d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story.
- GD General Dynamics+5.3% 30d
General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story.
- NOC Northrop Grumman+5.9% 30d
Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | -1.26% | -0.97% | base | after close | after close | after close | after close |
| XARNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -1.54% | -1.29% | base | after close | after close | after close | after close |
| CRAKNo price data for this ticker | — | — | — | — | — | — | — |
| LMT | -0.27% | -1.10% | base | after close | after close | after close | after close |
| RTX | -1.19% | -1.88% | base | after close | after close | after close | after close |
| GD | -4.21% | -4.94% | base | after close | after close | after close | after close |
| NOC | +1.43% | -0.90% | base | after close | after close | after close | after 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.
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Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike The Kyiv Independent
Source: The Kyiv Independent
IShares U.S. Aerospace & Defense ETF (ITA) compared with energy stocks (XLE) since 1 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| General Dynamics (GD) | three days earlier | -4.94% | final price |
| General Dynamics (GD) | five days earlier | -4.21% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -0.97% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -1.26% | final price |
| Lockheed Martin (LMT) | three days earlier | -1.10% | final price |
| Lockheed Martin (LMT) | five days earlier | -0.27% | final price |
| Northrop Grumman (NOC) | three days earlier | -0.90% | final price |
| Northrop Grumman (NOC) | five days earlier | +1.43% | final price |
| Rtx (RTX) | three days earlier | -1.88% | final price |
| Rtx (RTX) | five days earlier | -1.19% | 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 |
Congressional stock trades in IShares U.S. Aerospace & Defense ETF (ITA)
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 39 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 39 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 45 days before publication. Filed 13 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).
Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)
Companies tied to this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story
- XAR Spdr Series Trust
In “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story
- USO United States Oil Fund
In “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike,” 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
- CRAK Vaneck Etf Trust
In “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike,” 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
- LMT Lockheed Martin
Lockheed Martin (LMT) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike.” Reason on file: Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story
- RTX Rtx
In “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike,” Rtx (RTX) is linked, with no stored direction, medium confidence. Reason on file: Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story
- NOC Northrop Grumman
Northrop Grumman (NOC) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike.” Reason on file: Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story
- GD General Dynamics
For “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike,” General Dynamics (GD) is linked, with no stored direction, medium confidence. Reason on file: General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “drone” (defense) in this story
How energy news reaches IShares U.S. Aerospace & Defense ETF (ITA)
The 1 Nov 2026 story “Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike” names IShares U.S. Aerospace & Defense ETF (ITA) because of Energy.
IShares U.S. Aerospace & Defense ETF (ITA) is on the page because iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story
Spdr Series Trust (XAR) is here too. Its reason reads: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story
Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)
ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 209.72. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 168.83. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 227.38.
What the saved facts support for IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“Ukraine war latest: Russian oil refinery in Kstovo ablaze after reported overnight drone strike” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.