Geopolitics Alpha

How India's Refineries Continue To Supply Fuel To The West Amid Russian Oil Sanctions

Published . Updated .

ENERGYHow India's Refineries Continue ToSupply Fuel To The West AmidRussian Oil SanctionsRTXGEOPOLITICS ALPHA

This report is about Russia and Ukraine and Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.

Directly affected

  • RTX Rtx

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • XOM Exxon Mobil+7.9%

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron+6.6%

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum+1.5%

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RTX———————
LMT———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
XOM———————
CVX———————
OXY———————

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How India's Refineries Continue To Supply Fuel To The West Amid Russian Oil Sanctions NDTV Profit

Source: NDTV Profit

Energy

SPY
XLE

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How solid the energy case looks

12 out of 100

“How India's Refineries Continue To Supply Fuel To The West Amid Russian Oil Sanctions” scores 12 out of 100. The score uses 1 sources.