Geopolitics Alpha

In Ukraine, civilian casualties were already rising. Restrictions on Starlink will only worsen the death toll

Published . Updated .

Throttling of mobile internet system will affect Kyiv’s air defences more than its strikes on oil refineries. Now Zelenskyy must be hoping that US intel holds In Ukraine the situation was already jittery enough. Donald Trump has been inventing ceasefires and buying Russian diesel to shore up his flagging popularity, while a sinister new wave of faster, jet-powered drones are breaking through Kyiv’s stretched air defences. Casualties are rising as the weather turns. Overnight, Russia bombed three power plants that supply Kyiv, aiming to cut off heating and electricity to the city. According to the president, Volodymyr Zelenskyy, for a second night in a row no warning came from Ukraine’s western allies of the incoming ballistic missiles – and so no air raid alert was issued. Continue reading...

Directly affected

  • INTC Intel

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • 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

Price reaction, T-5 to T+3

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ASML———————
AVGO———————
LMT———————
RTX———————
NOC———————
GD———————
XOM———————
CVX———————

Throttling of mobile internet system will affect Kyiv’s air defences more than its strikes on oil refineries. Now Zelenskyy must be hoping that US intel holds In Ukraine the situation was already jittery enough. Donald Trump has been inven…

Source: The Guardian

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12 out of 100

“In Ukraine, civilian casualties were already rising. Restrictions on Starlink will only worsen the death toll” scores 12 out of 100. The score uses 1 sources.