Geopolitics Alpha

Global conflicts boost LNG demand and lead to expansions

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Global conflicts boost LNG demand and lead to expansions 10/12 Industry Report

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

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
XOM———————
CVX———————
ITA———————
BA———————
LHX———————
HII———————

Global conflicts boost LNG demand and lead to expansions 10/12 Industry Report

Source: 10/12 Industry Report

How solid “Global conflicts boost LNG demand and lead to expansions” looks

12 out of 100

“Global conflicts boost LNG demand and lead to expansions” scores 12 out of 100. The score uses 1 sources.