Geopolitics Alpha

US and Russia Reach Diesel Agreement to Lower Fuel Prices

Published . Updated .

US and Russia Reach Diesel Agreement to Lower Fuel Prices Israel Defense

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

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

  • CF CF Industries

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-0.61%-2.04%—+0.48%-1.13%+2.44%+4.55%
RTX———————
NOC———————
XLE———————
GD+0.12%-1.46%—+1.14%+0.35%+0.99%+1.70%
ITA+0.06%-1.47%—-0.28%-1.26%-1.17%+0.09%
USO———————
WEAT———————
MOS———————
CF+4.04%+2.72%—+2.72%+5.11%+7.12%+7.44%

US and Russia Reach Diesel Agreement to Lower Fuel Prices Israel Defense

Source: Israel Defense

Spdr Series Trust (XME) since “US and Russia Reach Diesel Agreement to Lower Fuel Prices,” compared with the market

Since the first closing price after “US and Russia Reach Diesel Agreement to Lower Fuel Prices,” Spdr Series Trust (XME) is -3.40%. The S&P 500 fund (SPY) is -1.47% over the same days, a -1.93% difference versus the market.

CompanyWhenMoveStatus
CFthat day+2.72%final price
CFthe next day+5.11%final price
CFtwo days later+7.12%final price
CFthree days later+7.44%final price
CFthree days earlier+2.72%final price
CFfive days earlier+4.04%final price
Invesco Db Agriculture Fund (DBA)that day+0.37%final price
Invesco Db Agriculture Fund (DBA)the next day+0.35%final price
Invesco Db Agriculture Fund (DBA)two days later-0.23%final price
Invesco Db Agriculture Fund (DBA)three days later-0.11%final price
Invesco Db Agriculture Fund (DBA)three days earlier+0.60%final price
Invesco Db Agriculture Fund (DBA)five days earlier+0.44%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
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
LMTthat day+0.48%final price
LMTthe next day-1.13%final price
LMTtwo days later+2.44%final price
LMTthree days later+4.55%final price
LMTthree days earlier-2.04%final price
LMTfive days earlier-0.61%final price
XME
SPY

Who gains and who loses around Spdr Series Trust (XME)

Companies carried with this story

  • XME Spdr Series Trust

    Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “US and Russia Reach Diesel Agreement to Lower Fuel Prices.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • XLY Select Sector Spdr Tr

    Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “US and Russia Reach Diesel Agreement to Lower Fuel Prices.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IWM Ishares Tr

    In “US and Russia Reach Diesel Agreement to Lower Fuel Prices,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • HYG Ishares Tr

    In “US and Russia Reach Diesel Agreement to Lower Fuel Prices,” Ishares Tr (HYG) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • IEI Ishares Tr

    In “US and Russia Reach Diesel Agreement to Lower Fuel Prices,” Ishares Tr (IEI) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • UGA United States Gasoline Fund

    In “US and Russia Reach Diesel Agreement to Lower Fuel Prices,” United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence. Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • GSG iShares S&P GSCI Commodity-Indexed Trust

    iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “US and Russia Reach Diesel Agreement to Lower Fuel Prices.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

  • DBA Invesco Db Agriculture Fund

    Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 11 Oct 2026 story “US and Russia Reach Diesel Agreement to Lower Fuel Prices.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

How “US and Russia Reach Diesel Agreement to Lower Fuel Prices” reaches Spdr Series Trust (XME)

The 11 Oct 2026 story “US and Russia Reach Diesel Agreement to Lower Fuel Prices” names Spdr Series Trust (XME) because of this story.

For Spdr Series Trust (XME), the reason on file says Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Select Sector Spdr Tr (XLY) is here too. Its reason reads: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Dates and price levels for Spdr Series Trust (XME)

IWM traded between 269.88 and 288.91 across 20 sessions. The latest close on file is 271.30. XLY traded between 110.56 and 114.69 across 12 sessions. The latest close on file is 114.45. XME traded between 97.40 and 111.52 across 18 sessions. The latest close on file is 101.31.

How strong the case is around Spdr Series Trust (XME)

46 out of 100

“US and Russia Reach Diesel Agreement to Lower Fuel Prices” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.