US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks
Published . Updated .
US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks Modern Diplomacy
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
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- USO United States Oil Fund
This fund moves with oil prices
- WEAT Teucrium Wheat
Wheat prices rise when Black Sea grain is disrupted
Price reaction, T-5 to T+3
US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks Modern Diplomacy
Source: Modern Diplomacy
How far United States Oil Fund (USO) has moved since 11 Oct 2026
Since the first closing price after “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks,” United States Oil Fund (USO) is +6.44%. The S&P 500 fund (SPY) is -1.47% over the same days, a +7.91% difference versus the market. energy stocks (XLE) is +2.70%, a +3.74% difference versus that group of stocks.
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Energy Industries (AEIS) | that day | -2.66% | final price |
| Advanced Energy Industries (AEIS) | the next day | -4.51% | final price |
| Advanced Energy Industries (AEIS) | two days later | -9.69% | final price |
| Advanced Energy Industries (AEIS) | three days later | -12.66% | final price |
| Advanced Energy Industries (AEIS) | three days earlier | +1.28% | final price |
| Advanced Energy Industries (AEIS) | five days earlier | +3.10% | final price |
| Amplify Energy (AMPY) | that day | +1.01% | final price |
| Amplify Energy (AMPY) | the next day | +3.13% | final price |
| Amplify Energy (AMPY) | two days later | -2.68% | final price |
| Amplify Energy (AMPY) | three days later | -2.68% | final price |
| Amplify Energy (AMPY) | three days earlier | -0.22% | final price |
| Amplify Energy (AMPY) | five days earlier | -0.89% | final price |
| Atmos Energy (ATO) | that day | +0.47% | final price |
| Atmos Energy (ATO) | the next day | +1.10% | final price |
| Atmos Energy (ATO) | two days later | +1.43% | final price |
| Atmos Energy (ATO) | three days later | +1.39% | final price |
| Atmos Energy (ATO) | three days earlier | -1.53% | final price |
| Atmos Energy (ATO) | five days earlier | -2.24% | final price |
| Bloom Energy (BE) | that day | -6.35% | final price |
| Bloom Energy (BE) | the next day | -5.98% | final price |
| Bloom Energy (BE) | two days later | -14.60% | final price |
| Bloom Energy (BE) | three days later | -15.67% | final price |
| Bloom Energy (BE) | three days earlier | +3.94% | final price |
| Bloom Energy (BE) | five days earlier | +2.26% | final price |
| United States Brent Oil Fund (BNO) | that day | +1.77% | final price |
| United States Brent Oil Fund (BNO) | the next day | +1.77% | final price |
| United States Brent Oil Fund (BNO) | two days later | +1.69% | final price |
| United States Brent Oil Fund (BNO) | three days later | +1.38% | final price |
| United States Brent Oil Fund (BNO) | three days earlier | -3.24% | final price |
| United States Brent Oil Fund (BNO) | five days earlier | -3.94% | final price |
Who reported a United States Oil Fund (USO) 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).
United States Oil Fund (USO) on one side of this energy story
Companies mentioned with this story
- USO United States Oil Fund
United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks.” 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
For “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks,” 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
Select Sector Spdr Tr (XLE) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks.” Reason on file: Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
For “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks,” 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
- AEIS Advanced Energy Industries
In “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. 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 “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks,” 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
For “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks,” 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
In “US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. 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
How energy news reaches United States Oil Fund (USO)
“US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks” (11 Oct 2026) reaches United States Oil Fund (USO) through Energy.
United States Oil Fund (USO) is on the page because Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
Also listed, United States Brent Oil Fund (BNO): Oil-supply or crude-price developments can transmit through WTI/Brent proxies and energy producer earnings expectations
What this energy story puts on the calendar
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 strong the case is around United States Oil Fund (USO)
46 out of 100
“US Threatens to Cut Ukraine Arms Supplies Over Russian Refinery Attacks” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.