Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much

Published 12 Oct 2026, 23:54 UTC. Updated 13 Oct 2026, 00:04 UTC.

Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much WSJ

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

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
LMT	-0.43%	-0.82%	—	-1.60%	+1.95%	+4.06%	+7.83%
RTX	—	—	—	—	—	—	—
NOC	—	—	—	—	—	—	—
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	—	—	—	—	—	—	—
WEAT	—	—	—	—	—	—	—
MOS	+11.09%	+4.67%	—	+1.75%	+0.85%	+0.53%	-0.16%
CF	+1.26%	-0.87%	—	+2.33%	+4.26%	+4.53%	+5.47%

Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much WSJ

Source: The Wall Street Journal

How far United States Gasoline Fund (UGA) has moved since 12 Oct 2026

Since the first closing price after “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much,” United States Gasoline Fund (UGA) is -1.70%. The S&P 500 fund (SPY) is -1.47% over the same days, a -0.23% difference versus the market.

Company	When	Move	Status
CF	that day	+2.33%	final price
CF	the next day	+4.26%	final price
CF	two days later	+4.53%	final price
CF	three days later	+5.47%	final price
CF	three days earlier	-0.87%	final price
CF	five days earlier	+1.26%	final price
GD	that day	-0.79%	final price
GD	the next day	-0.15%	final price
GD	two days later	+0.55%	final price
GD	three days later	+2.69%	final price
GD	three days earlier	-1.56%	final price
GD	five days earlier	-1.12%	final price
ITA	that day	-0.98%	final price
ITA	the next day	-0.89%	final price
ITA	two days later	+0.37%	final price
ITA	three days later	+1.47%	final price
ITA	three days earlier	-0.59%	final price
ITA	five days earlier	+1.03%	final price
LMT	that day	-1.60%	final price
LMT	the next day	+1.95%	final price
LMT	two days later	+4.06%	final price
LMT	three days later	+7.83%	final price
LMT	three days earlier	-0.82%	final price
LMT	five days earlier	-0.43%	final price
MOS	that day	+1.75%	final price
MOS	the next day	+0.85%	final price
MOS	two days later	+0.53%	final price
MOS	three days later	-0.16%	final price
MOS	three days earlier	+4.67%	final price
MOS	five days earlier	+11.09%	final price

UGA

SPY

Who gains and who loses around United States Gasoline Fund (UGA)

Companies carried with this story

UGA United States Gasoline Fund
In “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much,” 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 12 Oct 2026 story “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much.” 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
For “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much,” 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
For “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much,” 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 “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much,” 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
Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much.” 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 “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much,” 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 “Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much,” 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

United States Gasoline Fund (UGA)

“Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much” (12 Oct 2026) reaches United States Gasoline Fund (UGA) through this story.

The link for United States Gasoline Fund (UGA) is this: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

iShares S&P GSCI Commodity-Indexed Trust (GSG) is here too. Its reason reads: Higher fuel and transport costs can propagate into commodity inputs, consumer margins, credit conditions, and interest-rate expectations

The price range for United States Gasoline Fund (UGA), 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. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. UGA traded between 140.00 and 152.81 across 20 sessions. The latest close on file is 143.49.

What the saved facts support for United States Gasoline Fund (UGA)

46 out of 100

“Why Trump’s Diesel-Supply Deal With Russia Won’t Ease Fuel Prices Much” scores 46 out of 100. The score uses 1 sources, and 15 linked companies.