Geopolitics Alpha

EU Sanctions Envoy Pushes for Action Against Rusal’s Irish Alumina Refinery

Published . Updated .

EU Sanctions Envoy Pushes for Action Against Rusal’s Irish Alumina Refinery

The EU’s sanctions envoy said alumina from Ireland’s Aughinish refinery is reaching Russia’s military-industrial complex and something should be done about that. The statement adds pressure on Brussels to close a loophole that allows the material to be exported despite its use

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+11.5%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-0.4%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.3%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+3.8%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-1.7%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-6.7%

    A fund of aerospace and defense companies

  • USO United States Oil Fund+4.9%

    This fund moves with oil prices

  • XOM Exxon Mobil+7.9%

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron+5.9%

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum+1.1%

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-6.43%-7.02%base+2.63%after closeafter closeafter close
RTX-0.33%-0.66%base-1.72%after closeafter closeafter close
NOC-5.86%-3.30%base-0.12%after closeafter closeafter close
XLE+0.97%+0.55%base+2.56%after closeafter closeafter close
GD-1.89%-1.84%base-0.37%after closeafter closeafter close
ITA+2.30%+0.79%base-0.99%after closeafter closeafter close
USO-0.46%-1.11%base+4.31%after closeafter closeafter close
XOM+0.46%-0.17%base+2.81%after closeafter closeafter close
CVX-0.70%-0.41%base+3.00%after closeafter closeafter close
OXY-0.16%+0.70%base+2.68%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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

EU Sanctions Envoy Pushes for Action Against Rusal’s Irish Alumina Refinery Organized Crime and Corruption Reporting Project | OCCRP

Source: Organized Crime and Corruption Reporting Project | OCCRP

Energy

CompanyWhenMoveStatus
CVXthat day+3.00%final price
CVXthree days earlier-0.41%final price
CVXfive days earlier-0.70%final price
GDthat day-0.37%final price
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
ITAthat day-0.99%final price
ITAthree days earlier+0.79%final price
ITAfive days earlier+2.30%final price
LMTthat day+2.63%final price
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
NOCthat day-0.12%final price
NOCthree days earlier-3.30%final price
NOCfive days earlier-5.86%final price
OXYthat day+2.68%final price
OXYthree days earlier+0.70%final price
OXYfive days earlier-0.16%final price
RTXthat day-1.72%final price
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
USOthat day+4.31%final price
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%final price
XLEthat day+2.56%final price
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%final price
XOMthat day+2.81%final price
XOMthree days earlier-0.17%final price
XOMfive days earlier+0.46%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).

How solid the energy case looks

12 out of 100

“EU Sanctions Envoy Pushes for Action Against Rusal’s Irish Alumina Refinery” scores 12 out of 100. The score uses 1 sources.