Geopolitics Alpha

Oil eases as markets assess potential waiver on Russian energy, Middle East supply risks

Published . Updated .

Oil eases as markets assess potential waiver on Russian energy, Middle East supply risks CNBC

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • 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———————
XOM———————
CVX———————
USO———————
WEAT———————

Oil eases as markets assess potential waiver on Russian energy, Middle East supply risks CNBC

Source: CNBC

How busy Middle East has been lately

Middle East has 0 linked stories in the last 7 days and 0 in the last 30 on the page that also carries “Oil eases as markets assess potential waiver on Russian energy, Middle East supply risks.”

How solid the energy case looks

100 out of 100

“Oil eases as markets assess potential waiver on Russian energy, Middle East supply risks” scores 100 out of 100. The score uses 8 sources.