Geopolitics Alpha

‘4,000 people minding our own business’: four decades on, Falklands again face a hostile Argentina

Published . Updated .

ENERGY‘4,000 people minding our ownbusiness’: four decades on,Falklands again face a hostile…PPLIGEOPOLITICS ALPHA

Facing a slump in the polls, Argentina’s president is making economic attacks on the islands’ oil industry, and suggesting its key fisheries industry could be next A dozen local people and a uniformed military police officer (“Do you mind if I sit in?”) took their seats at the back of the handsome wood-panelled courtroom that doubles as the Falkland Islands’ legislative assembly. Outside, it was a typically blowy early evening. It may nominally be spring in the south Atlantic, but Stanley harbour, with its dark grey water speckled with historical shipwrecks, was a cauldron of swells and churn. Six of the assembly’s eight members – five men, one woman – waited patiently at a row of desks and microphones. The heating had been turned up to just short of uncomfortable. Behind them, a portrait of King Charles. From the other walls, dusty photographs of governors, of varying popularity, gazed disinterestedly at the scene. Continue reading...

Directly affected

  • PPLI People

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • CVX Chevron+6.6%

    Oil producers earn more when crude prices rise

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • BA Boeing-6.2%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris-0.6%

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PPLI+5.35%+4.57%base-0.83%+1.35%+0.36%+2.18%
LMT-7.26%-5.46%base-0.70%-0.63%-0.05%+6.87%
RTX-3.75%-3.88%base-0.96%-0.32%-1.20%+0.34%
NOC-6.73%-4.68%base-1.82%+2.72%+3.79%+6.22%
GD-2.62%-2.77%base-0.81%+0.05%+0.21%+1.92%
XOM-3.82%-1.14%base-0.44%-0.63%-0.52%-0.46%
CVX-4.43%-1.29%base-0.22%+0.30%+0.79%+0.71%
ITA-1.45%-2.33%base-0.71%-1.48%-1.64%-2.25%
BA-0.30%-2.89%base+0.68%+0.13%+1.16%-1.34%
LHX-4.14%-4.40%base-1.84%+0.12%-0.28%+2.31%
HII-2.79%-2.64%base-0.77%+0.22%+0.93%+2.69%

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.

Market Call

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Facing a slump in the polls, Argentina’s president is making economic attacks on the islands’ oil industry, and suggesting its key fisheries industry could be next A dozen local people and a uniformed military police officer (“Do you mind…

Source: The Guardian

Energy

CompanyWhenMoveStatus
BAthat day+0.68%final price
BAthe next day+0.13%final price
BAtwo days later+1.16%final price
BAthree days later-1.34%final price
BAthree days earlier-2.89%final price
BAfive days earlier-0.30%final price
CVXthat day-0.22%final price
CVXthe next day+0.30%final price
CVXtwo days later+0.79%final price
CVXthree days later+0.71%final price
CVXthree days earlier-1.29%final price
CVXfive days earlier-4.43%final price
GDthat day-0.81%final price
GDthe next day+0.05%final price
GDtwo days later+0.21%final price
GDthree days later+1.92%final price
GDthree days earlier-2.77%final price
GDfive days earlier-2.62%final price
HIIthat day-0.77%final price
HIIthe next day+0.22%final price
HIItwo days later+0.93%final price
HIIthree days later+2.69%final price
HIIthree days earlier-2.64%final price
HIIfive days earlier-2.79%final price
ITAthat day-0.71%final price
ITAthe next day-1.48%final price
ITAtwo days later-1.64%final price
ITAthree days later-2.25%final price
ITAthree days earlier-2.33%final price
ITAfive days earlier-1.45%final price
LHXthat day-1.84%final price
LHXthe next day+0.12%final price
LHXtwo days later-0.28%final price
LHXthree days later+2.31%final price
LHXthree days earlier-4.40%final price
LHXfive days earlier-4.14%final price
LMTthat day-0.70%final price
LMTthe next day-0.63%final price
LMTtwo days later-0.05%final price
LMTthree days later+6.87%final price
LMTthree days earlier-5.46%final price
LMTfive days earlier-7.26%final price
NOCthat day-1.82%final price
NOCthe next day+2.72%final price
NOCtwo days later+3.79%final price
NOCthree days later+6.22%final price
NOCthree days earlier-4.68%final price
NOCfive days earlier-6.73%final price
PPLIthat day-0.83%final price
PPLIthe next day+1.35%final price
PPLItwo days later+0.36%final price
PPLIthree days later+2.18%final price
PPLIthree days earlier+4.57%final price
PPLIfive days earlier+5.35%final price
RTXthat day-0.96%final price
RTXthe next day-0.32%final price
RTXtwo days later-1.20%final price
RTXthree days later+0.34%final price
RTXthree days earlier-3.88%final price
RTXfive days earlier-3.75%final price
XOMthat day-0.44%final price
XOMthe next day-0.63%final price
XOMtwo days later-0.52%final price
XOMthree days later-0.46%final price
XOMthree days earlier-1.14%final price
XOMfive days earlier-3.82%final price
SPY
XLE

Trades by members of Congress and officials 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).

How solid the energy case looks

12 out of 100

“‘4,000 people minding our own business’: four decades on, Falklands again face a hostile Argentina” scores 12 out of 100. The score uses 1 sources.