Energy markets opened mixed on Friday with most contracts posting modest weekly losses after peace optimism faded. Ukrainian drones struck the Lukoil Volgograd refinery, the 10th strike on Russian refining in two weeks, and ULSD futures bounced about 35 cents from Tuesday's low.
Repeated refinery outages in Russia tighten diesel supply and support energy costs, which feed through to freight and feed-production costs for animal-feed buyers.
After 250 past bullish geopolitics events, ULSD / Diesel moved a median +1.7% over 5 sessions (58% higher; middle half -3.6% to +8.7%), and +0.9% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.