Geopolitics Alpha

EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives

Published . Updated .

EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives Organized Crime and Corruption Reporting Project | OCCRP

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

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-0.43%-0.82%—-1.60%+1.95%+4.06%+7.83%
RTX———————
NOC-0.38%-0.13%—-0.75%+2.20%+2.93%+7.22%
XLE———————
GD-1.12%-1.56%—-0.79%-0.15%+0.55%+2.69%
ITA+1.03%-0.59%—-0.98%-0.89%+0.37%+1.47%
ZIM———————
MATX-1.32%-0.25%—+3.21%+3.11%+4.06%+3.00%
USO———————
WEAT———————

EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives Organized Crime and Corruption Reporting Project | OCCRP

Source: Organized Crime and Corruption Reporting Project | OCCRP

Sonicshares Global Shipping Etf (BOAT) compared with industrial stocks (XLI) since 12 Oct 2026

Since the first closing price after “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives,” Sonicshares Global Shipping Etf (BOAT) is -6.43%. The S&P 500 fund (SPY) is -1.47% over the same days, a -4.96% difference versus the market. industrial stocks (XLI) is -1.14%, a -5.28% difference versus that group of stocks.

CompanyWhenMoveStatus
GDthat day-0.79%final price
GDthe next day-0.15%final price
GDtwo days later+0.55%final price
GDthree days later+2.69%final price
GDthree days earlier-1.56%final price
GDfive days earlier-1.12%final price
ITAthat day-0.98%final price
ITAthe next day-0.89%final price
ITAtwo days later+0.37%final price
ITAthree days later+1.47%final price
ITAthree days earlier-0.59%final price
ITAfive days earlier+1.03%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
MATXthat day+3.21%final price
MATXthe next day+3.11%final price
MATXtwo days later+4.06%final price
MATXthree days later+3.00%final price
MATXthree days earlier-0.25%final price
MATXfive days earlier-1.32%final price
NOCthat day-0.75%final price
NOCthe next day+2.20%final price
NOCtwo days later+2.93%final price
NOCthree days later+7.22%final price
NOCthree days earlier-0.13%final price
NOCfive days earlier-0.38%final price
BOAT
SPY
XLI

Who gains and who loses around Sonicshares Global Shipping Etf (BOAT)

Companies tied to this story

  • BOAT Sonicshares Global Shipping Etf

    In “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives,” Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence. Reason on file: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations

  • ASC Ardmore Shipping

    In “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives,” Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence. Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DSX Diana Shipping

    In “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives,” Diana Shipping (DSX) is linked, with no stored direction, medium confidence. Reason on file: GA selected DSX as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ILPT Industrial Logistics Properties Trust

    Industrial Logistics Properties Trust (ILPT) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives.” Reason on file: GA selected ILPT as a RELATED security because its canonical security name directly matches this event's themes: logistics. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ODFL Old Dominion Freight Line

    In “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives,” Old Dominion Freight Line (ODFL) is linked, with no stored direction, medium confidence. Reason on file: GA selected ODFL as a RELATED security because its canonical security name directly matches this event's themes: freight. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ONEW OneWater Marine

    For “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives,” OneWater Marine (ONEW) is linked, with no stored direction, medium confidence. Reason on file: GA selected ONEW as a RELATED security because its canonical security name directly matches this event's themes: marine. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ZIM ZIM Integrated Shipping Services

    In “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives,” ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ZIM as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How shipping news reaches Sonicshares Global Shipping Etf (BOAT)

On 12 Oct 2026, “EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives” is the story that connects Sonicshares Global Shipping Etf (BOAT) to Shipping.

For Sonicshares Global Shipping Etf (BOAT), the reason on file says Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations

Also listed, Ardmore Shipping (ASC): GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Sonicshares Global Shipping Etf (BOAT)

ASC traded between 17.21 and 20.50 across 20 sessions. The latest close on file is 18.50. BOAT traded between 50.36 and 55.24 across 20 sessions. The latest close on file is 51.63. DSX traded between 2.47 and 2.96 across 20 sessions. The latest close on file is 2.52.

A simple score for Sonicshares Global Shipping Etf (BOAT)

46 out of 100

“EU Blacklists Nearly 1,600 in Russian Defense Firms and Executives” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.