Geopolitics Alpha

First diesel tanker to depart for U.S. on Thursday, Russia says

Published . Updated .

First diesel tanker to depart for U.S. on Thursday, Russia says Ukrinform

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • 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

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
LMT———————
RTX———————
NOC———————
GD———————
ZIM———————
DAL———————

First diesel tanker to depart for U.S. on Thursday, Russia says Ukrinform

Source: Ukrinform

How solid the energy case looks

25 out of 100

“First diesel tanker to depart for U.S. on Thursday, Russia says” scores 25 out of 100. The score uses 2 sources.