Geopolitics Alpha

High grain prices benefit farmers, but tariff war keeps them guarded

Published . Updated .

High grain prices benefit farmers, but tariff war keeps them guarded

For farmers across central Illinois, this harvest season has come with a rare mix where grain prices are high enough to make a good year, but a series of trade

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

  • GD General Dynamics-1.7%

    Defense contractors get more work when conflict spending rises

  • AAPL Apple+4.8%

    Sales and supply chains are exposed to a new tariff

  • NKE Nike+3.3%

    Sales and supply chains are exposed to a new tariff

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

    A fund of aerospace and defense companies

  • BA Boeing-10.9%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris+2.1%

    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-6.43%-7.02%base+0.99%after closeafter closeafter close
RTX-0.33%-0.66%base-1.75%after closeafter closeafter close
NOC-5.86%-3.30%base-1.42%after closeafter closeafter close
GD-1.89%-1.84%base-0.68%after closeafter closeafter close
AAPL-1.42%-2.49%base-0.09%after closeafter closeafter close
NKE-3.09%-1.10%base-1.49%after closeafter closeafter close
ITA+2.30%+0.79%base-1.59%after closeafter closeafter close
BA+1.35%+1.49%base-1.08%after closeafter closeafter close
LHX-2.26%-2.14%base-1.05%after closeafter closeafter close
HII-2.62%-2.41%base-2.44%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.

High grain prices benefit farmers, but tariff war keeps them guarded Effingham Daily News

Source: Effingham Daily News

Defense

CompanyWhenMoveStatus
AAPLthat day-0.09%still updating
AAPLthree days earlier-2.49%final price
AAPLfive days earlier-1.42%final price
BAthat day-1.08%still updating
BAthree days earlier+1.49%final price
BAfive days earlier+1.35%final price
GDthat day-0.68%still updating
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
HIIthat day-2.44%still updating
HIIthree days earlier-2.41%final price
HIIfive days earlier-2.62%final price
ITAthat day-1.59%still updating
ITAthree days earlier+0.79%final price
ITAfive days earlier+2.30%final price
LHXthat day-1.05%still updating
LHXthree days earlier-2.14%final price
LHXfive days earlier-2.26%final price
LMTthat day+0.99%still updating
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
NKEthat day-1.49%still updating
NKEthree days earlier-1.10%final price
NKEfive days earlier-3.09%final price
NOCthat day-1.42%still updating
NOCthree days earlier-3.30%final price
NOCfive days earlier-5.86%final price
RTXthat day-1.75%still updating
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%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 defense case looks

12 out of 100Price not final

“High grain prices benefit farmers, but tariff war keeps them guarded” scores 12 out of 100. The score uses 1 sources. The price is not final yet.