Geopolitics Alpha

Nato increases Black Sea deployment amid escalating deadly Russian attacks

Published . Updated .

Mounting anxiety as Russia’s war on Ukraine reaches Nato’s borders with targeting of vessels transporting agricultural cargo Nato is deploying additional military assets to the Black Sea amid the recent deadly escalation of Russian attacks on merchant shipping, as five more vessels were attacked on Tuesday. Russia’s military said it ⁠struck ​three cargo vessels in Ukraine’s ⁠port of Reni and two ⁠other cargo vessels en ​route ‌to ‌Odesa. Continue reading...

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

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NOC———————
XLE———————
GD———————
ITA———————
ZIM———————
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USO———————
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Mounting anxiety as Russia’s war on Ukraine reaches Nato’s borders with targeting of vessels transporting agricultural cargo Nato is deploying additional military assets to the Black Sea amid the recent deadly escalation of Russian attacks…

Source: The Guardian

Where this story sits: Black Sea

Black Sea has 32 linked stories in the last 7 days and 32 in the last 30 on the page that also carries “Nato increases Black Sea deployment amid escalating deadly Russian attacks.” The recent pace is rising.

How solid the defense case looks

12 out of 100

“Nato increases Black Sea deployment amid escalating deadly Russian attacks” scores 12 out of 100. The score uses 1 sources.