Funds from industrial projects in Sweden’s north flowing to countries under sanctions – Eye on the Arctic
Published . Updated .
Major industrial projects in northern Sweden have resulted in funds flowing to countries that are currently under sanctions, Swedish Radio News reports. There are issues involving certain foreign construction companies that win public procurement contracts by submitting low bids
Directly affected
- No company is named in this report.
Indirectly affected
- XLE Energy Select Sector SPDR+7.4%
Energy prices move when sanctioned supply is blocked
- USO United States Oil Fund+8.2%
This fund moves with oil prices
- XOM Exxon Mobil+11.0%
Oil producers move when sanctioned barrels leave the market
- CVX Chevron+9.9%
Oil producers move when sanctioned barrels leave the market
- XLI Industrial Select Sector SPDR-3.1%
A fund of industrial companies
- CAT Caterpillar-12.3%
A large machinery maker
- SLB SLB-0.5%
Oilfield work in sanctioned regions can be cut off
- GLD SPDR Gold Shares-3.3%
Gold is a usual haven when a conflict or sanction escalates
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- SPY SPDR S&P 500-0.1%
The broad market moves when a major sanction lands
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLE | +0.97% | +0.55% | base | +2.56% | after close | after close | after close |
| USO | -0.46% | -1.11% | base | +4.31% | after close | after close | after close |
| XOM | +0.46% | -0.17% | base | +2.81% | after close | after close | after close |
| CVX | -0.70% | -0.41% | base | +3.00% | after close | after close | after close |
| XLI | +0.59% | +0.04% | base | -1.03% | after close | after close | after close |
| CAT | +3.88% | +3.15% | base | -2.22% | after close | after close | after close |
| SLB | -0.14% | +0.83% | base | +6.84% | after close | after close | after close |
| GLD | +3.51% | +2.33% | base | -0.70% | after close | after close | after close |
| LMT | -6.43% | -7.02% | base | +2.63% | after close | after close | after close |
| SPY | -0.09% | +0.66% | base | -0.48% | after close | after close | after 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.
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Funds from industrial projects in Sweden’s north flowing to countries under sanctions – Eye on the Arctic Radio-Canada
Source: Radio-Canada
Arctic
| Company | When | Move | Status |
|---|---|---|---|
| BA | that day | +0.46% | final price |
| BA | three days earlier | +1.49% | final price |
| BA | five days earlier | +1.35% | final price |
| CAT | that day | -2.22% | final price |
| CAT | three days earlier | +3.15% | final price |
| CAT | five days earlier | +3.88% | final price |
| CVX | that day | +3.00% | final price |
| CVX | three days earlier | -0.41% | final price |
| CVX | five days earlier | -0.70% | final price |
| GD | that day | -0.37% | final price |
| GD | three days earlier | -1.84% | final price |
| GD | five days earlier | -1.89% | final price |
| GLD | that day | -0.70% | final price |
| GLD | three days earlier | +2.33% | final price |
| GLD | five days earlier | +3.51% | final price |
| ITA | that day | -0.99% | final price |
| ITA | three days earlier | +0.79% | final price |
| ITA | five days earlier | +2.30% | final price |
| LMT | that day | +2.63% | final price |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| NOC | that day | -0.12% | final price |
| NOC | three days earlier | -3.30% | final price |
| NOC | five days earlier | -5.86% | final price |
| RTX | that day | -1.72% | final price |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
| SLB | that day | +6.84% | final price |
| SLB | three days earlier | +0.83% | final price |
| SLB | five days earlier | -0.14% | final price |
| SPY | that day | -0.48% | final price |
| SPY | three days earlier | +0.66% | final price |
| SPY | five days earlier | -0.09% | final price |
| USO | that day | +4.31% | final price |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| XLE | that day | +2.56% | final price |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
| XLI | that day | -1.03% | final price |
| XLI | three days earlier | +0.04% | final price |
| XLI | five days earlier | +0.59% | final price |
| XOM | that day | +2.81% | final price |
| XOM | three days earlier | -0.17% | final price |
| XOM | five days earlier | +0.46% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 53 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 84 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 51 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 58 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 25 days before publication. Filed 12 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Caterpillar (CAT), worth $50,001 - $100,000 on 31 Jul 2026. That is 84 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Caterpillar (CAT) (held by a dependent child), worth $1,001 - $15,000 on 27 Jul 2026. That is 88 days before publication. Filed 7 Aug 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 36 days before publication. Filed 13 Oct 2026. View the filing.
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).
Where this story sits: Arctic
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Arctic
12 out of 100
“Funds from industrial projects in Sweden’s north flowing to countries under sanctions – Eye on the Arctic” scores 12 out of 100. The score uses 1 sources.