Geopolitics Alpha

After Russia’s Reprieve From U.S. Sanctions, Trump Administration Tells Europe To Step Up, Quit Playing Both Sides

Published . Updated .

After Russia’s Reprieve From U.S. Sanctions, Trump Administration Tells Europe To Step Up, Quit Playing Both Sides The New York Sun

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

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
XOM———————
WEAT———————
MOS———————

After Russia’s Reprieve From U.S. Sanctions, Trump Administration Tells Europe To Step Up, Quit Playing Both Sides The New York Sun

Source: The New York Sun

How busy Taiwan Strait has been lately

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “After Russia’s Reprieve From U.S. Sanctions, Trump Administration Tells Europe To Step Up, Quit Playing Both Sides.” The recent pace is rising.

Taiwan Strait

12 out of 100

“After Russia’s Reprieve From U.S. Sanctions, Trump Administration Tells Europe To Step Up, Quit Playing Both Sides” scores 12 out of 100. The score uses 1 sources.