Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity
Published . Updated .
Key takeaways
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Takeaways Up Front 1. Ukrainian drones struck the Kirishi (KINEF) refinery in Russia’s Leningrad region overnight November 9, igniting fires at the
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+6.9% 30d
Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drones” (defense) 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-0.9% 16d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.
- PSX Phillips 66-1.8% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and 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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRAK | +4.45% | -1.14% | base | +1.90% | after close | after close | after close |
| XLE | +2.11% | -0.95% | base | +1.57% | after close | after close | after close |
| ITA | -2.04% | -4.68% | base | +0.51% | after close | after close | after close |
| VLO | +4.18% | -1.21% | base | +3.12% | after close | after close | after close |
| MPC | +0.73% | -4.30% | base | +2.11% | after close | after close | after close |
| PSX | +3.60% | -2.02% | base | +2.31% | after close | after close | after close |
| XOM | +3.07% | +0.89% | base | +1.25% | 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.
Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity The SOFX Report
Source: The SOFX Report
The price since 11 Nov 2026: Vaneck Etf Trust (CRAK) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Vaneck Etf Trust (CRAK) | that day | +1.90% | still updating |
| Vaneck Etf Trust (CRAK) | three days earlier | -1.14% | final price |
| Vaneck Etf Trust (CRAK) | five days earlier | +4.45% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | +0.51% | still updating |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -4.68% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -2.04% | final price |
| Marathon Petroleum (MPC) | that day | +2.11% | still updating |
| Marathon Petroleum (MPC) | three days earlier | -4.30% | final price |
| Marathon Petroleum (MPC) | five days earlier | +0.73% | final price |
| Phillips 66 (PSX) | that day | +2.31% | still updating |
| Phillips 66 (PSX) | three days earlier | -2.02% | final price |
| Phillips 66 (PSX) | five days earlier | +3.60% | final price |
| Valero Energy (VLO) | that day | +3.12% | still updating |
| Valero Energy (VLO) | three days earlier | -1.21% | final price |
| Valero Energy (VLO) | five days earlier | +4.18% | final price |
| Select Sector Spdr Tr (XLE) | that day | +1.57% | still updating |
| Select Sector Spdr Tr (XLE) | three days earlier | -0.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.11% | final price |
| ExxonMobil Holdings (XOM) | that day | +1.25% | still updating |
| ExxonMobil Holdings (XOM) | three days earlier | +0.89% | final price |
| ExxonMobil Holdings (XOM) | five days earlier | +3.07% | final price |
Congressional trades in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 15 Oct 2026. That is 27 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 50 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 72 days before publication. Filed 25 Sep 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).
Vaneck Etf Trust (CRAK) on one side of this energy story
Companies carried with this story
- CRAK Vaneck Etf Trust
In “Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity,” 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
- XLE Select Sector Spdr Tr
For “Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refinery” (refining) in this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity,” 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 “drones” (defense) in this story
- VLO Valero Energy
In “Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity,” 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
Marathon Petroleum (MPC) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity.” Reason on file: Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
- PSX Phillips 66
Phillips 66 (PSX) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity.” Reason on file: Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
- XOM ExxonMobil Holdings
For “Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity,” ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence. Reason on file: ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story
Vaneck Etf Trust (CRAK) and the energy link
“Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity” (11 Nov 2026) reaches Vaneck Etf Trust (CRAK) through Energy.
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 “refinery” (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 “refinery” (refining) in this story
Dates and price levels for Vaneck Etf Trust (CRAK)
ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.
How strong the case is around Vaneck Etf Trust (CRAK)
46 out of 100Price not final
“Ukrainian Drones Fire Russia’s Second-Largest Refinery, Squeezing 30% of Capacity” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.