Geopolitics Alpha

Drones Strike St. Petersburg Oil Terminals, VK Data Center, Bridge

Published . Updated .

Drones Strike St. Petersburg Oil Terminals, VK Data Center, Bridge

Drone strikes early Sunday morning, Oct. 18, hit two St. Petersburg oil terminals, a VK data center, an Ozon warehouse, and a highway bridge, cutting power to 20,000.

Directly affected

  • No company is 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
LMT———————
RTX———————
NOC———————
GD———————
XOM———————
CVX———————
ITA———————
BA———————
LHX———————
HII———————

Market Call

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Drones Strike St. Petersburg Oil Terminals, VK Data Center, Bridge Kyiv Post

Source: Kyiv Post

Energy

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How solid the energy case looks

12 out of 100

“Drones Strike St. Petersburg Oil Terminals, VK Data Center, Bridge” scores 12 out of 100. The score uses 1 sources.