Geopolitics Alpha

NATO to send planes and drones to Black Sea after attacks on shipping

Published . Updated .

NATO to send planes and drones to Black Sea after attacks on shipping Reuters

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

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
ZIM———————
MATX———————
USO———————
WEAT———————

NATO to send planes and drones to Black Sea after attacks on shipping Reuters

Source: Reuters

How busy Black Sea has been lately

Black Sea has 32 linked stories in the last 7 days and 32 in the last 30 on the page that also carries “NATO to send planes and drones to Black Sea after attacks on shipping.” The recent pace is rising.

How solid the defense case looks

12 out of 100

“NATO to send planes and drones to Black Sea after attacks on shipping” scores 12 out of 100. The score uses 1 sources.