Geopolitics Alpha

Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement

Published . Updated .

Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement The Moscow Times

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
XOM———————
CVX-2.61%-3.22%—+1.43%+2.75%+4.76%+3.48%
ITA+0.06%-1.47%—-0.28%-1.26%-1.17%+0.09%
BA+1.20%-1.13%—-0.50%-2.05%-3.08%-0.90%
LHX———————
HII+0.73%-1.48%—-0.20%-2.61%-0.05%+1.02%

Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement The Moscow Times

Source: The Moscow Times

The price since 12 Oct 2026: State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) versus the S&P 500

Since the first closing price after “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is -0.13%. The S&P 500 fund (SPY) is -1.47% over the same days, a +1.34% difference versus the market. energy stocks (XLE) is +0.92%, a -1.05% difference versus that group of stocks.

CompanyWhenMoveStatus
BAthat day-0.50%final price
BAthe next day-2.05%final price
BAtwo days later-3.08%final price
BAthree days later-0.90%final price
BAthree days earlier-1.13%final price
BAfive days earlier+1.20%final price
CVXthat day+1.43%final price
CVXthe next day+2.75%final price
CVXtwo days later+4.76%final price
CVXthree days later+3.48%final price
CVXthree days earlier-3.22%final price
CVXfive days earlier-2.61%final price
GDthat day+1.14%final price
GDthe next day+0.35%final price
GDtwo days later+0.99%final price
GDthree days later+1.70%final price
GDthree days earlier-1.46%final price
GDfive days earlier+0.12%final price
HIIthat day-0.20%final price
HIIthe next day-2.61%final price
HIItwo days later-0.05%final price
HIIthree days later+1.02%final price
HIIthree days earlier-1.48%final price
HIIfive days earlier+0.73%final price
ITAthat day-0.28%final price
ITAthe next day-1.26%final price
ITAtwo days later-1.17%final price
ITAthree days later+0.09%final price
ITAthree days earlier-1.47%final price
ITAfive days earlier+0.06%final price
XOP
SPY
XLE

Who reported a State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) trade near 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).

Companies in energy around State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)

Companies carried with this story

  • XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf

    In “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 12 Oct 2026 story “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • BNO United States Brent Oil Fund

    In “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • XLE Select Sector Spdr Tr

    For “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence. Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

  • AEIS Advanced Energy Industries

    Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement.” Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    In “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    In “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement,” Atmos Energy (ATO) is linked, with no stored direction, medium confidence. Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BE Bloom Energy

    Bloom Energy (BE) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement.” Reason on file: GA selected BE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) and the energy link

“Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement” (12 Oct 2026) reaches State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) through Energy.

State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is on the page because Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

United States Oil Fund (USO) is here too. Its reason reads: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations

Dates and price levels for State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP)

BNO traded between 57.39 and 67.79 across 20 sessions. The latest close on file is 67.10. USO traded between 141.82 and 162.99 across 20 sessions. The latest close on file is 160.80. XLE traded between 60.95 and 68.51 across 20 sessions. The latest close on file is 67.80.

How solid the energy case looks

46 out of 100

“Ukrainian Refinery Strikes Pause After Trump Ceasefire Announcement” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.