Geopolitics Alpha

Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened

Published . Updated .

Ukraine’s president says his country has halted strikes on Russian oil refineries for two days after Trump’s energy ceasefire announcement On frozen Russian assets, Poland’s Sikorski says the use of frozen Russian assets is “a complicated issue,” but takes a very clear stance in response to any suggestion of releasing them back to Russia. “We are working on it, but there is also some rumours that some people are expecting these assets to be released back to Russia. I don’t think I’m speaking just for myself in saying: over our dead bodies.” “ Russia right now is not ready for ceasefire, but still, this only can encourage us to stay with Ukraine and to, strengthen, the pressure on Russia and always be ready for conversations, but and also especially for, for ceasefire negotiations. But, until this doesn’t happen, we are with Ukraine. We are with the president the German government is is backing the Ukrainian government and the president, completely. He is the person to lead Ukraine, and we are with him.” Continue reading...

Directly affected

  • PPLI People

    Named in this report.

  • HAPN Happen

    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

TickerT-5T-3T-1T0T+1T+2T+3
PPLI———————
HAPN———————
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%
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
USO———————
WEAT———————

Ukraine’s president says his country has halted strikes on Russian oil refineries for two days after Trump’s energy ceasefire announcement On frozen Russian assets, Poland’s Sikorski says the use of frozen Russian assets is “a complicated…

Source: The Guardian

Price since this story was published: United States Oil Fund (USO)

Since the first closing price after “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened,” United States Oil Fund (USO) is +4.67%. The S&P 500 fund (SPY) is -0.40% over the same days, a +5.06% difference versus the market. energy stocks (XLE) is +0.27%, a +4.40% difference versus that group of stocks.

CompanyWhenMoveStatus
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
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
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
USO
SPY
XLE

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).

Companies in energy around United States Oil Fund (USO)

Companies tied to this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened.” 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

    United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened.” 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 13 Oct 2026 story “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened.” 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

    State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence in the 13 Oct 2026 story “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened.” 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 “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened,” 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

    For “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened,” 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

    Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened.” 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

    For “Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened,” 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

United States Oil Fund (USO) and the energy link

“Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened” (13 Oct 2026) reaches United States Oil Fund (USO) through Energy.

The link for United States Oil Fund (USO) is this: 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

Price levels for United States Oil Fund (USO)

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 solid the energy case looks

46 out of 100

“Zelenskyy says Russia ‘did not heed’ Trump’s call for ceasefire and Ukraine had ‘no early warning’ before strikes on Kyiv – as it happened” scores 46 out of 100. The score uses 1 sources, and 10 linked companies.