Geopolitics Alpha

Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory

Published . Updated .

Key takeaways

  • Israel is facing fresh international scrutiny after a US-sanctioned Russian military aircraft landed at its main airport, at a time when it is still facing backlash from Somalia, China, Saudi Arabia and other countries over its plans to establish an embassy in Somaliland, a
  • Exposed: ITA, XAR, USO, KSA, AFK
  • Market reaction: XAR +5.5% on the day; ITA +3.8% on the day; HWM +5.0% on the day

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Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory

Israel is facing fresh international scrutiny after a US-sanctioned Russian military aircraft landed at its main airport, at a time when it is still facing backlash from Somalia, China, Saudi Arabia and other countries over its plans to establish an embassy in Somaliland, a

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story.

  • USO United States Oil Fund

    United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story.

  • KSA iShares MSCI Saudi Arabia ETF

    iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”).

  • FXI iShares China Large-Cap ETF

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • GE GE Aerospace

    GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story.

  • TDG TransDigm Group

    TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story.

  • HWM Howmet Aerospace

    Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA+3.67%+2.77%base+3.82%after closeafter closeafter close
XAR+2.91%+0.53%base+5.46%after closeafter closeafter close
USO+5.62%-2.06%base-3.90%after closeafter closeafter close
KSA-2.11%+0.34%base+1.23%after closeafter closeafter close
FXI-4.96%-1.02%base-0.84%after closeafter closeafter close
GE-2.33%+1.90%base+3.82%after closeafter closeafter close
TDG+1.32%+1.66%base+1.97%after closeafter closeafter close
HWM+3.45%+3.76%base+5.05%after closeafter closeafter close

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.

Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory Business Insider Africa

Source: Business Insider Africa

IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market

CompanyWhenMoveStatus
FXIthat day-0.84%final price
FXIthree days earlier-1.02%final price
FXIfive days earlier-4.96%final price
General Electric (GE)that day+3.82%final price
General Electric (GE)three days earlier+1.90%final price
General Electric (GE)five days earlier-2.33%final price
Howmet Aerospace (HWM)that day+5.05%final price
Howmet Aerospace (HWM)three days earlier+3.76%final price
Howmet Aerospace (HWM)five days earlier+3.45%final price
IShares U.S. Aerospace & Defense ETF (ITA)that day+3.82%final price
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier+2.77%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier+3.67%final price
Ishares Msci Saudi Arabia Etf (KSA)that day+1.23%final price
Ishares Msci Saudi Arabia Etf (KSA)three days earlier+0.34%final price
Ishares Msci Saudi Arabia Etf (KSA)five days earlier-2.11%final price
TransDigm Group (TDG)that day+1.97%final price
TransDigm Group (TDG)three days earlier+1.66%final price
TransDigm Group (TDG)five days earlier+1.32%final price
United States Oil Fund (USO)that day-3.90%final price
United States Oil Fund (USO)three days earlier-2.06%final price
United States Oil Fund (USO)five days earlier+5.62%final price
Spdr Series Trust (XAR)that day+5.46%final price
Spdr Series Trust (XAR)three days earlier+0.53%final price
Spdr Series Trust (XAR)five days earlier+2.91%final price

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).

Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

  • XAR Spdr Series Trust

    For “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

  • USO United States Oil Fund

    United States Oil Fund (USO) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory.” Reason on file: United States Oil Fund: its price follows crude oil. Linked by “russian” (oil) in this story

  • KSA Ishares Msci Saudi Arabia Etf

    In “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory,” Ishares Msci Saudi Arabia Etf (KSA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Saudi Arabia ETF holds stocks listed in Saudi Arabia, which this story is about (“saudi”)

  • AFK Vaneck Etf Trust

    For “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory,” Vaneck Etf Trust (AFK) is linked, with no stored direction, medium confidence. Reason on file: VanEck Africa Index ETF holds stocks listed in Africa, which this story is about (“african”)

  • GE General Electric

    In “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story

  • TDG TransDigm Group

    In “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory,” TransDigm Group (TDG) is linked, with no stored direction, medium confidence. Reason on file: TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story

  • HWM Howmet Aerospace

    Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory.” Reason on file: Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aircraft” (aerospace) in this story

How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)

The 9 Nov 2026 story “Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory” names IShares U.S. Aerospace & Defense ETF (ITA) because of Defense.

For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

Spdr Series Trust (XAR) is here too. Its reason reads: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “military” (defense) in this story

Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range

ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04.

The defense score for IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“Despite US and UK sanctions, Israel allows Russian military aircraft to land amid backlash from China and Saudi Arabia over recognition of breakaway African territory” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.