Geopolitics Alpha

Ukrainian forces target oil refinery as explosions reported across southern Russia

Published . Updated .

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Ukrainian forces target oil refinery as explosions reported across southern Russia

A Russian oil refinery was set ablaze as a Ukrainian drone attack set off fires and explosions across southern Russia overnight on Nov. 6, monitoring channels reported.

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund-5.0% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • XLE Energy Select Sector SPDR+6.9% 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.

  • UNG United States Natural Gas Fund-19.6% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) 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.

  • VLO Valero Energy-4.6% 30d

    Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refinery” (refining) in this story.

  • CVX Chevron+5.5% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • MPC Marathon Petroleum-0.2% 12d

    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+13.96%+6.75%baseafter closeafter closeafter closeafter close
XLE+13.47%+8.12%baseafter closeafter closeafter closeafter close
CRAK+9.63%+6.91%baseafter closeafter closeafter closeafter close
UNGNo price data for this ticker———————
XOM+13.27%+7.37%baseafter closeafter closeafter closeafter close
VLO+13.92%+10.34%baseafter closeafter closeafter closeafter close
CVX+10.62%+5.78%baseafter closeafter closeafter closeafter close
MPC+17.80%+13.33%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.

Ukrainian forces target oil refinery as explosions reported across southern Russia The Kyiv Independent

Source: The Kyiv Independent

Energy

CompanyWhenMoveStatus
CRAKthree days earlier+6.91%final price
CRAKfive days earlier+9.63%final price
CVXthree days earlier+5.78%final price
CVXfive days earlier+10.62%final price
MPCthree days earlier+13.33%final price
MPCfive days earlier+17.80%final price
USOthree days earlier+6.75%final price
USOfive days earlier+13.96%final price
VLOthree days earlier+10.34%final price
VLOfive days earlier+13.92%final price
XLEthree days earlier+8.12%final price
XLEfive days earlier+13.47%final price
XOMthree days earlier+7.37%final price
XOMfive days earlier+13.27%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

“Ukrainian forces target oil refinery as explosions reported across southern Russia” scores 12 out of 100. The score uses 1 sources.