Geopolitics Alpha

Elon Musk suggests US government was behind Starlink restrictions in Ukraine – Europe live

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Zelenskyy said he felt ‘betrayed’ by the US after Trump’s diesel deal with Russia and the Starlink restrictions Just as the leaders sit down at the big table in Brussels, Romania has said that seven people are still missing after a fire on a vessel in Romanian territorial waters of the Black Sea. Suspected Russian drones have hit several ships off Romania and neighbouring Bulgaria since last week in a spillover from the Ukraine war, AFP reported. Continue reading...

Directly affected

  • PPLI People

    Named in this report.

  • 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

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RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
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Ukraine president Zelenskyy said he felt ‘betrayed’ by the US after Trump’s diesel deal and the Starlink restrictions Billionaire tech mogul Elon Musk has suggested that the US government could be behind the decision to restrict the speed…

Source: The Guardian

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How solid the defense case looks

12 out of 100

“Elon Musk suggests US government was behind Starlink restrictions in Ukraine – Europe live” scores 12 out of 100. The score uses 1 sources.