Lifting Sanctions Against Russia Must Be Tied To Ending The War, Security Guarantees, And Ukraine’s Reconstruction, Not Just To Holding Talks — Zelenskyy
Published . Updated .
This report is about defense and oil.
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 “war” (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 “war” (defense) in this story.
- USO United States Oil Fund+2.7% 30d
United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story.
- UNG United States Natural Gas Fund-9.2% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story.
- XOM ExxonMobil Holdings+11.8% 12d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “russia” (oil) 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 “war” (defense) in this story.
- RTX Rtx+1.1% 7d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “war” (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 “war” (defense) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | +2.64% | +1.68% | base | +2.24% | +2.32% | after close | after close |
| XARNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -5.13% | -5.78% | base | -1.59% | -2.57% | after close | after close |
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -2.72% | -2.80% | base | +0.41% | +0.28% | after close | after close |
| LMT | -9.31% | -8.71% | base | +5.08% | +4.29% | after close | after close |
| RTX | +0.57% | +0.33% | base | +2.76% | +3.35% | after close | after close |
| NOC | -7.45% | -2.17% | base | +2.37% | +2.19% | after close | after 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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Lifting Sanctions Against Russia Must Be Tied To Ending The War, Security Guarantees, And Ukraine’s Reconstruction, Not Just To Holding Talks — Zelenskyy uatv.ua
Source: uatv.ua
Defense
| Company | When | Move | Status |
|---|---|---|---|
| ITA | that day | +2.24% | final price |
| ITA | the next day | +2.32% | still updating |
| ITA | three days earlier | +1.68% | final price |
| ITA | five days earlier | +2.64% | final price |
| LMT | that day | +5.08% | final price |
| LMT | the next day | +4.29% | still updating |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| NOC | that day | +2.37% | final price |
| NOC | the next day | +2.19% | still updating |
| NOC | three days earlier | -2.17% | final price |
| NOC | five days earlier | -7.45% | final price |
| RTX | that day | +2.76% | final price |
| RTX | the next day | +3.35% | still updating |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
| USO | that day | -1.59% | final price |
| USO | the next day | -2.57% | still updating |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| XOM | that day | +0.41% | final price |
| XOM | the next day | +0.28% | still updating |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 55 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 86 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 38 days before publication. Filed 13 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold RTX, worth $100,001 - $250,000 on 31 Jul 2026. That is 86 days before publication. Filed 22 Sep 2026. View the filing.
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
“Lifting Sanctions Against Russia Must Be Tied To Ending The War, Security Guarantees, And Ukraine’s Reconstruction, Not Just To Holding Talks — Zelenskyy” scores 12 out of 100. The score uses 1 sources. The price is not final yet.