Geopolitics Alpha

Massive Ukrainian drone attack hit oil facility, bridge, and data centers in St. Petersburg

Published . Updated .

Massive Ukrainian drone attack hit oil facility, bridge, and data centers in St. Petersburg

Eyewitness footage taken by St. Petersburg residents show what appears to be Ukrainian drones flying through the air and the city's air defense systems at work.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • CVX Chevron+6.6%

    Oil producers earn more when crude prices rise

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

    A fund of aerospace and defense companies

  • BA Boeing-6.2%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris-0.6%

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-7.26%-5.46%base-0.70%-0.63%-0.05%+6.87%
RTX-3.75%-3.88%base-0.96%-0.32%-1.20%+0.34%
NOC-6.73%-4.68%base-1.82%+2.72%+3.79%+6.22%
GD-2.62%-2.77%base-0.81%+0.05%+0.21%+1.92%
XOM-3.82%-1.14%base-0.44%-0.63%-0.52%-0.46%
CVX-4.43%-1.29%base-0.22%+0.30%+0.79%+0.71%
ITA-1.45%-2.33%base-0.71%-1.48%-1.64%-2.25%
BA-0.30%-2.89%base+0.68%+0.13%+1.16%-1.34%
LHX-4.14%-4.40%base-1.84%+0.12%-0.28%+2.31%
HII-2.79%-2.64%base-0.77%+0.22%+0.93%+2.69%

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

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Massive Ukrainian drone attack hit oil facility, bridge, and data centers in St. Petersburg The Kyiv Independent

Source: The Kyiv Independent

Energy

CompanyWhenMoveStatus
BAthat day+0.68%final price
BAthe next day+0.13%final price
BAtwo days later+1.16%final price
BAthree days later-1.34%final price
BAthree days earlier-2.89%final price
BAfive days earlier-0.30%final price
CVXthat day-0.22%final price
CVXthe next day+0.30%final price
CVXtwo days later+0.79%final price
CVXthree days later+0.71%final price
CVXthree days earlier-1.29%final price
CVXfive days earlier-4.43%final price
GDthat day-0.81%final price
GDthe next day+0.05%final price
GDtwo days later+0.21%final price
GDthree days later+1.92%final price
GDthree days earlier-2.77%final price
GDfive days earlier-2.62%final price
HIIthat day-0.77%final price
HIIthe next day+0.22%final price
HIItwo days later+0.93%final price
HIIthree days later+2.69%final price
HIIthree days earlier-2.64%final price
HIIfive days earlier-2.79%final price
ITAthat day-0.71%final price
ITAthe next day-1.48%final price
ITAtwo days later-1.64%final price
ITAthree days later-2.25%final price
ITAthree days earlier-2.33%final price
ITAfive days earlier-1.45%final price
LHXthat day-1.84%final price
LHXthe next day+0.12%final price
LHXtwo days later-0.28%final price
LHXthree days later+2.31%final price
LHXthree days earlier-4.40%final price
LHXfive days earlier-4.14%final price
LMTthat day-0.70%final price
LMTthe next day-0.63%final price
LMTtwo days later-0.05%final price
LMTthree days later+6.87%final price
LMTthree days earlier-5.46%final price
LMTfive days earlier-7.26%final price
NOCthat day-1.82%final price
NOCthe next day+2.72%final price
NOCtwo days later+3.79%final price
NOCthree days later+6.22%final price
NOCthree days earlier-4.68%final price
NOCfive days earlier-6.73%final price
RTXthat day-0.96%final price
RTXthe next day-0.32%final price
RTXtwo days later-1.20%final price
RTXthree days later+0.34%final price
RTXthree days earlier-3.88%final price
RTXfive days earlier-3.75%final price
XOMthat day-0.44%final price
XOMthe next day-0.63%final price
XOMtwo days later-0.52%final price
XOMthree days later-0.46%final price
XOMthree days earlier-1.14%final price
XOMfive days earlier-3.82%final price
SPY
XLE

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How solid the energy case looks

12 out of 100

“Massive Ukrainian drone attack hit oil facility, bridge, and data centers in St. Petersburg” scores 12 out of 100. The score uses 1 sources.