Geopolitics Alpha

India’s $900m Boeing 767 tanker deal with Israel’s IAI moves closer

Published . Updated .

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India’s $900m Boeing 767 tanker deal with Israel’s IAI moves closer

To modernize its aerial refuelling capabilities, India is advancing a $900 million agreement with IAI to convert six pre-owned Boeing 767s, with 30% of the work slated for Indian partners like HAL.

Directly affected

  • BA Boeing-10.1% 30d

    Named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.8% 30d

    iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.

  • INDA iShares MSCI India ETF-3.2% 12d

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).

  • EIS iShares MSCI Israel ETF-1.0% 8d

    iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israel”).

  • GE GE Aerospace+8.2% 30d

    GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • FRO Frontline+1.0% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • DHT DHT Holdings

    DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • INSW International Seaways-10.7% 18d

    International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BA-4.21%-1.57%base-1.24%+0.87%-1.70%-1.17%
ITA-3.96%-0.11%base+0.81%-0.88%-4.84%-3.54%
BWET-1.54%+2.86%base-7.81%-22.25%-25.97%—
INDA-3.50%-2.11%base+0.51%+3.25%+3.39%+5.08%
EIS+8.15%+2.90%base+0.00%-2.31%-7.16%-3.24%
GE-5.69%-0.81%base+1.56%+4.33%-0.34%+2.38%
FRO+3.34%+8.65%base+0.74%-7.65%-13.16%-12.44%
DHT+1.11%+5.11%base+0.29%-7.65%-12.84%-12.88%
INSW+5.42%+7.55%base-0.80%-5.76%-9.43%-7.26%

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.

India’s $900m Boeing 767 tanker deal with Israel’s IAI moves closer Aerospace Global News

Source: Aerospace Global News

Energy

CompanyWhenMoveStatus
BAthat day-1.24%final price
BAthe next day+0.87%final price
BAtwo days later-1.70%final price
BAthree days later-1.17%final price
BAthree days earlier-1.57%final price
BAfive days earlier-4.21%final price
BWETthat day-7.81%final price
BWETthe next day-22.25%final price
BWETtwo days later-25.97%final price
BWETthree days earlier+2.86%final price
BWETfive days earlier-1.54%final price
DHTthat day+0.29%final price
DHTthe next day-7.65%final price
DHTtwo days later-12.84%final price
DHTthree days later-12.88%final price
DHTthree days earlier+5.11%final price
DHTfive days earlier+1.11%final price
EISthat day0.00%final price
EISthe next day-2.31%final price
EIStwo days later-7.16%final price
EISthree days later-3.24%final price
EISthree days earlier+2.90%final price
EISfive days earlier+8.15%final price
FROthat day+0.74%final price
FROthe next day-7.65%final price
FROtwo days later-13.16%final price
FROthree days later-12.44%final price
FROthree days earlier+8.65%final price
FROfive days earlier+3.34%final price
GEthat day+1.56%final price
GEthe next day+4.33%final price
GEtwo days later-0.34%final price
GEthree days later+2.38%final price
GEthree days earlier-0.81%final price
GEfive days earlier-5.69%final price
INDAthat day+0.51%final price
INDAthe next day+3.25%final price
INDAtwo days later+3.39%final price
INDAthree days later+5.08%final price
INDAthree days earlier-2.11%final price
INDAfive days earlier-3.50%final price
INSWthat day-0.80%final price
INSWthe next day-5.76%final price
INSWtwo days later-9.43%final price
INSWthree days later-7.26%final price
INSWthree days earlier+7.55%final price
INSWfive days earlier+5.42%final price
ITAthat day+0.81%final price
ITAthe next day-0.88%final price
ITAtwo days later-4.84%final price
ITAthree days later-3.54%final price
ITAthree days earlier-0.11%final price
ITAfive days earlier-3.96%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 energy case looks

12 out of 100

“India’s $900m Boeing 767 tanker deal with Israel’s IAI moves closer” scores 12 out of 100. The score uses 1 sources.