Geopolitics Alpha

EU responds to Trump diesel deal with new Russia energy sanctions

Published . Updated .

EU responds to Trump diesel deal with new Russia energy sanctions

A key focus of the latest proposed sanctions listings is Russia's oil processing, refining, and exporting capacity, with 31 listings spanning the breadth of Russia, from St. Petersburg to Sakhalin.

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

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • XOM Exxon Mobil+7.9%

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron+6.6%

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum+1.5%

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
XOM———————
CVX———————
OXY———————

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EU responds to Trump diesel deal with new Russia energy sanctions The Kyiv Independent

Source: The Kyiv Independent

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This story

12 out of 100

“EU responds to Trump diesel deal with new Russia energy sanctions” scores 12 out of 100. The score uses 1 sources.