Geopolitics Alpha

Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live

Published . Updated .

Key takeaways

  • School in Komyshuvakha in the Zaporizhzhia region was struck on Monday
  • Exposed: USO, XLE, ITA, UNG, VGK
  • Market reaction: XLE −3.7% on the day (still updating); USO −2.5% on the day (still updating); LMT −4.4% on the day (still updating)

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Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live

School in Komyshuvakha in the Zaporizhzhia region was struck on Monday

Directly affected

  • No company is named in this report.

Indirectly affected

  • USO United States Oil Fund+6.3% 30d

    United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “russian” (oil) in this story.

  • UNG United States Natural Gas Fund-16.0% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “russian” (tanker shipping) in this story.

  • VGK Vanguard FTSE Europe ETF

    Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“europe”).

  • SHEL Shell+3.5% 11d

    Shell (crude petroleum and natural gas, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story.

  • BP BP p.l.c+6.7% 13d

    BP p.l.c (petroleum refining, with business in Europe): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story.

  • XOM ExxonMobil Holdings+2.0% 16d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russian” (oil) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
USO+5.38%+6.75%base-2.52%after closeafter closeafter close
XLE+2.64%+4.95%base-3.73%after closeafter closeafter close
UNG+4.28%-0.44%base-0.22%after closeafter closeafter close
BWET+7.18%+11.56%base-12.01%after closeafter closeafter close
VGK-0.30%-0.05%base+2.59%after closeafter closeafter close
SHEL+0.85%+4.31%base-0.64%after closeafter closeafter close
BP+4.63%+5.96%base-1.28%after closeafter closeafter close
XOM+2.57%+5.49%base-2.82%after closeafter closeafter 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.

School in Komyshuvakha in the Zaporizhzhia region was struck on Monday Meanwhile, the Kremlin said that ⁠it ​hopes that the ⁠results of the US ⁠midterm ​elections ‌will not impact ‌what it ‌said were president Donald Trump’s “peacemaking e…

Source: The Guardian

How far United States Oil Fund (USO) has moved since 4 Nov 2026

CompanyWhenMoveStatus
BPthat day-1.28%still updating
BPthree days earlier+5.96%final price
BPfive days earlier+4.63%final price
BWETthat day-12.01%still updating
BWETthree days earlier+11.56%final price
BWETfive days earlier+7.18%final price
SHELthat day-0.64%still updating
SHELthree days earlier+4.31%final price
SHELfive days earlier+0.85%final price
United States Natural Gas Fund (UNG)that day-0.22%still updating
United States Natural Gas Fund (UNG)three days earlier-0.44%final price
United States Natural Gas Fund (UNG)five days earlier+4.28%final price
United States Oil Fund (USO)that day-2.52%still updating
United States Oil Fund (USO)three days earlier+6.75%final price
United States Oil Fund (USO)five days earlier+5.38%final price
Vanguard Intl Equity Index F (VGK)that day+2.59%still updating
Vanguard Intl Equity Index F (VGK)three days earlier-0.05%final price
Vanguard Intl Equity Index F (VGK)five days earlier-0.30%final price
Select Sector Spdr Tr (XLE)that day-3.73%still updating
Select Sector Spdr Tr (XLE)three days earlier+4.95%final price
Select Sector Spdr Tr (XLE)five days earlier+2.64%final price
XOMthat day-2.82%still updating
XOMthree days earlier+5.49%final price
XOMfive days earlier+2.57%final price

Congressional trades in the stocks in 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 defense story

Likely winners

  • LMT Lockheed Martin

    Lockheed Martin (LMT) tends to benefit, medium confidence in the 4 Nov 2026 story “Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live.” Reason on file: Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “nato” (defense) in this story

  • RTX Rtx

    In “Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live,” Rtx (RTX) tends to benefit, medium confidence. Reason on file: Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “nato” (defense) in this story

  • NOC Northrop Grumman

    For “Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live,” Northrop Grumman (NOC) tends to benefit, medium confidence. Reason on file: Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “nato” (defense) in this story

No up or down call on file

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story

  • XLE Select Sector Spdr Tr

    For “Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “russian” (oil) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    In “Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live,” 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 “nato” (defense) in this story

  • UNG United States Natural Gas Fund

    In “Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story

How defense news reaches United States Oil Fund (USO)

United States Oil Fund (USO) is the company in “Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live,” the 4 Nov 2026 Defense story.

United States Oil Fund (USO) is on the page because United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story

Also listed, Select Sector Spdr Tr (XLE): Energy Select Sector SPDR: its price follows crude oil. Linked by “russian” (oil) in this story

Price levels for United States Oil Fund (USO)

ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

How solid the defense case looks

46 out of 100Price not final

“Zelenskyy says 40 now confirmed dead after ‘insane’ Russian attack on school – Europe live” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.