Geopolitics Alpha

Norway Holds Two Cargo Ships, Including Sanctioned Vessel Tied to Russia’s Arctic LNG 2 Project

Published . Updated .

Norway Holds Two Cargo Ships, Including Sanctioned Vessel Tied to Russia’s Arctic LNG 2 Project UNITED24 Media

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

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
XOM———————
CVX———————
OXY———————

Norway Holds Two Cargo Ships, Including Sanctioned Vessel Tied to Russia’s Arctic LNG 2 Project UNITED24 Media

Source: UNITED24 Media

The Arctic count beside this story

Arctic has 27 linked stories in the last 7 days and 27 in the last 30 on the page that also carries “Norway Holds Two Cargo Ships, Including Sanctioned Vessel Tied to Russia’s Arctic LNG 2 Project.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“Norway Holds Two Cargo Ships, Including Sanctioned Vessel Tied to Russia’s Arctic LNG 2 Project” scores 12 out of 100. The score uses 1 sources.