War-fueled inflation sends Russian utility bills surging
Published . Updated .
Covered by 2 outlets: Reuters, Yahoo News Singapore.
Who covered it: Center 1 · Not rated 1. How we rate outlets
Key takeaways
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This report is about power and utilities and defense.
Directly affected
- No company is named in this report.
Indirectly affected
- XLU Utilities Select Sector SPDR+3.0% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+0.3% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- USO United States Oil Fund+8.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story.
- NEE NextEra Energy+4.9% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
- DUK Duke Energy+7.5% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
- SO The Southern+10.1% 30d
The Southern (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
- WM Waste Management+9.4% 13d
Waste Management (refuse systems): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLU | -1.89% | -1.22% | base | -0.62% | after close | after close | after close |
| ITA | -3.96% | -0.11% | base | +0.61% | after close | after close | after close |
| USO | +4.37% | +7.30% | base | -0.01% | after close | after close | after close |
| NEE | -3.09% | -3.43% | base | -1.33% | after close | after close | after close |
| DUK | -2.79% | -1.95% | base | -0.88% | after close | after close | after close |
| SO | -2.10% | -1.72% | base | -0.97% | after close | after close | after close |
| WM | -0.87% | -2.86% | base | -1.01% | after close | after close | after 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.
War-fueled inflation sends Russian utility bills surging Reuters
Source: Reuters
Price since this story was published: Select Sector Spdr Tr (XLU)
| Company | When | Move | Status |
|---|---|---|---|
| Duke Energy (DUK) | that day | -0.88% | still updating |
| Duke Energy (DUK) | three days earlier | -1.95% | final price |
| Duke Energy (DUK) | five days earlier | -2.79% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | +0.61% | still updating |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | -0.11% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | -3.96% | final price |
| Nextera Energy (NEE) | that day | -1.33% | still updating |
| Nextera Energy (NEE) | three days earlier | -3.43% | final price |
| Nextera Energy (NEE) | five days earlier | -3.09% | final price |
| Southern (SO) | that day | -0.97% | still updating |
| Southern (SO) | three days earlier | -1.72% | final price |
| Southern (SO) | five days earlier | -2.10% | final price |
| United States Oil Fund (USO) | that day | -0.01% | still updating |
| United States Oil Fund (USO) | three days earlier | +7.30% | final price |
| United States Oil Fund (USO) | five days earlier | +4.37% | final price |
| Waste Management (WM) | that day | -1.01% | still updating |
| Waste Management (WM) | three days earlier | -2.86% | final price |
| Waste Management (WM) | five days earlier | -0.87% | final price |
| Select Sector Spdr Tr (XLU) | that day | -0.62% | still updating |
| Select Sector Spdr Tr (XLU) | three days earlier | -1.22% | final price |
| Select Sector Spdr Tr (XLU) | five days earlier | -1.89% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 50 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 62 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Duke Energy (DUK) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Duke Energy (DUK), worth $1,001 - $15,000 on 24 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Southern (SO), worth $250,001 - $500,000 on 21 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Southern (SO), worth $1,001 - $15,000 on 10 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Waste Management (WM) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Waste Management (WM) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
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).
Who collects and who pays in defense
Companies mentioned with this story
- XLU Select Sector Spdr Tr
For “War-fueled inflation sends Russian utility bills surging,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story
- ITA IShares U.S. Aerospace & Defense ETF
In “War-fueled inflation sends Russian utility bills surging,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
- USO United States Oil Fund
In “War-fueled inflation sends Russian utility bills surging,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story
- NEE Nextera Energy
For “War-fueled inflation sends Russian utility bills surging,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- DUK Duke Energy
For “War-fueled inflation sends Russian utility bills surging,” Duke Energy (DUK) is linked, with no stored direction, medium confidence. Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- SO Southern
For “War-fueled inflation sends Russian utility bills surging,” Southern (SO) is linked, with no stored direction, medium confidence. Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- WM Waste Management
Waste Management (WM) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “War-fueled inflation sends Russian utility bills surging.” Reason on file: Waste Management (refuse systems): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
How defense news reaches Select Sector Spdr Tr (XLU)
The 3 Nov 2026 story “War-fueled inflation sends Russian utility bills surging” names Select Sector Spdr Tr (XLU) because of Defense.
Select Sector Spdr Tr (XLU) is on the page because Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story
Also listed, IShares U.S. Aerospace & Defense ETF (ITA): iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story
Dates and price levels for Select Sector Spdr Tr (XLU)
ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 214.70. USO traded between 141.82 and 171.80 across 20 sessions. The latest close on file is 156.89. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56.
How strong the case is around Select Sector Spdr Tr (XLU)
54 out of 100Price not final
“War-fueled inflation sends Russian utility bills surging” scores 54 out of 100. The score uses 2 sources, and 7 linked companies. The price is not final yet.