Geopolitics Alpha

Oil-covered seas: Is it possible to reduce the damage to ecosystems?

Published . Updated .

Oil-covered seas: Is it possible to reduce the damage to ecosystems?

Eugene Simonov Russia’s full-scale invasion of Ukraine is having catastrophic consequences for oil infrastructure and tankers, specifically in the form of large-scale oil spills that cause mass deaths of fish and dolphins. Monitoring data and international experts show that

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.5%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • 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

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines-0.7%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRONo price data for this ticker———————
INSWNo price data for this ticker———————
DHTNo price data for this ticker———————
TNKNo price data for this ticker———————
LMT-6.43%-7.02%baseafter closeafter closeafter closeafter close
RTX-0.33%-0.66%baseafter closeafter closeafter closeafter close
NOC-5.86%-3.30%baseafter closeafter closeafter closeafter close
GD-1.89%-1.84%baseafter closeafter closeafter closeafter close
ZIMNo price data for this ticker———————
DALNo price data for this ticker———————

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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Oil-covered seas: Is it possible to reduce the damage to ecosystems? Ukraine War Environmental Consequences Work Group

Source: Ukraine War Environmental Consequences Work Group

Red Sea

CompanyWhenMoveStatus
CVXthree days earlier-0.41%final price
CVXfive days earlier-0.70%final price
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
ITAthree days earlier+0.79%final price
ITAfive days earlier+2.30%final price
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
NOCthree days earlier-3.30%final price
NOCfive days earlier-5.86%final price
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
USOthree days earlier-1.11%final price
USOfive days earlier-0.46%final price
WEATthree days earlier+3.06%final price
WEATfive days earlier+5.05%final price
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%final price
XOMthree days earlier-0.17%final price
XOMfive days earlier+0.46%final price

Red Sea

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).

The Red Sea count beside this story

Red Sea has 131 linked stories in the last 7 days and 131 in the last 30 on the page that also carries “Oil-covered seas: Is it possible to reduce the damage to ecosystems?.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“Oil-covered seas: Is it possible to reduce the damage to ecosystems?” scores 12 out of 100. The score uses 1 sources.