Geopolitics Alpha

US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says

Published . Updated .

US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says Fox News

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

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-0.43%-0.82%—-1.60%+1.95%+4.06%+7.83%
RTX———————
NOC-0.38%-0.13%—-0.75%+2.20%+2.93%+7.22%
XLE———————
GD-1.12%-1.56%—-0.79%-0.15%+0.55%+2.69%
ITA+1.03%-0.59%—-0.98%-0.89%+0.37%+1.47%
USO———————
XOM———————
WEAT———————
MOS+11.09%+4.67%—+1.75%+0.85%+0.53%-0.16%

US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says Fox News

Source: Fox News

Invesco Db Agriculture Fund (DBA) since this story, compared with the market

Since the first closing price after “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” Invesco Db Agriculture Fund (DBA) is -0.27%. The S&P 500 fund (SPY) is -0.40% over the same days, a +0.13% difference versus the market.

CompanyWhenMoveStatus
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
ITAthat day-0.98%final price
ITAthe next day-0.89%final price
ITAtwo days later+0.37%final price
ITAthree days later+1.47%final price
ITAthree days earlier-0.59%final price
ITAfive days earlier+1.03%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
MOSthat day+1.75%final price
MOSthe next day+0.85%final price
MOStwo days later+0.53%final price
MOSthree days later-0.16%final price
MOSthree days earlier+4.67%final price
MOSfive days earlier+11.09%final price
NOCthat day-0.75%final price
NOCthe next day+2.20%final price
NOCtwo days later+2.93%final price
NOCthree days later+7.22%final price
NOCthree days earlier-0.13%final price
NOCfive days earlier-0.38%final price
DBA
SPY

Who gains and who loses around Invesco Db Agriculture Fund (DBA)

Companies tied to this story

  • DBA Invesco Db Agriculture Fund

    In “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” Invesco Db Agriculture Fund (DBA) 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

  • MOO Vaneck Etf Trust

    In “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” Vaneck Etf Trust (MOO) 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

  • XME Spdr Series Trust

    In “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” Spdr Series Trust (XME) 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

  • XLY Select Sector Spdr Tr

    For “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” Select Sector Spdr Tr (XLY) 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

  • IWM Ishares Tr

    For “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” 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

    For “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” 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

    For “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” 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

    United States Gasoline Fund (UGA) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says.” Reason on file: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

Invesco Db Agriculture Fund (DBA)

Invesco Db Agriculture Fund (DBA) is the company in “US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says,” the 13 Oct 2026 this story story.

The link for Invesco Db Agriculture Fund (DBA) is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

A second company, Vaneck Etf Trust (MOO), is listed for a different reason: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

The price range for Invesco Db Agriculture Fund (DBA), and the dates in the story

DBA traded between 27.85 and 28.86 across 20 sessions. The latest close on file is 28.19. MOO traded between 80.33 and 85.25 across 20 sessions. The latest close on file is 80.70. XME traded between 97.40 and 111.52 across 18 sessions. The latest close on file is 101.31.

A simple score for Invesco Db Agriculture Fund (DBA)

54 out of 100

“US-Russia diesel deal ‘may be illegal’ under sanctions, political analyst says” scores 54 out of 100. The score uses 2 sources, and 10 linked companies.