Geopolitics Alpha

Black Sea drone attacks enter NATO country’s territorial waters for first time

Published . Updated .

Black Sea drone attacks enter NATO country’s territorial waters for first time Ars Technica

Directly affected

  • WAT Waters

    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

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

  • CF CF Industries

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

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

Black Sea drone attacks enter NATO country’s territorial waters for first time Ars Technica

Source: Ars Technica

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The Black Sea count beside this story

Black Sea has 32 linked stories in the last 7 days and 32 in the last 30 on the page that also carries “Black Sea drone attacks enter NATO country’s territorial waters for first time.” The recent pace is rising.

How solid the defense case looks

12 out of 100

“Black Sea drone attacks enter NATO country’s territorial waters for first time” scores 12 out of 100. The score uses 1 sources.