Geopolitics Alpha

Inside Ukraine's extraordinary underground pipeline operation against Russian forces near Kupiansk

Published . Updated .

Inside Ukraine's extraordinary underground pipeline operation against Russian forces near Kupiansk

Turning a tactic previously used by Russian troops against them, Ukrainian forces infiltrated enemy positions near Kupiansk in a carefully planned operation that inflicted significant losses and strengthened Kyiv's position in the area.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d

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

  • XAR SPDR S&P Aerospace & Defense ETF-7.5% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “troops” (defense) in this story.

  • LMT Lockheed Martin+19.1% 30d

    Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “troops” (defense) in this story.

  • RTX Rtx+1.1% 7d

    Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “troops” (defense) in this story.

  • NOC Northrop Grumman+7.8% 30d

    Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “troops” (defense) in this story.

  • GD General Dynamics-0.4% 30d

    General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “troops” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-0.22%-1.87%baseafter closeafter closeafter closeafter close
XARNo price data for this ticker———————
LMT-11.41%-2.96%baseafter closeafter closeafter closeafter close
RTX-1.52%-1.84%baseafter closeafter closeafter closeafter close
NOC-2.08%+0.09%baseafter closeafter closeafter closeafter close
GD-2.84%-1.57%baseafter closeafter 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

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Inside Ukraine's extraordinary underground pipeline operation against Russian forces near Kupiansk Euronews.com

Source: euronews.com

Energy

CompanyWhenMoveStatus
GDthree days earlier-1.57%final price
GDfive days earlier-2.84%final price
ITAthree days earlier-1.87%final price
ITAfive days earlier-0.22%final price
LMTthree days earlier-2.96%final price
LMTfive days earlier-11.41%final price
NOCthree days earlier+0.09%final price
NOCfive days earlier-2.08%final price
RTXthree days earlier-1.84%final price
RTXfive days earlier-1.52%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

“Inside Ukraine's extraordinary underground pipeline operation against Russian forces near Kupiansk” scores 12 out of 100. The score uses 1 sources.