Geopolitics Alpha

Qatar Agrees to Buy US LNG to 2054 as War Disrupts Own Supply

Published . Updated .

ENERGYQatar Agrees to Buy US LNG to 2054as War Disrupts Own SupplyRTXGEOPOLITICS ALPHA

This report is about Defense and Energy. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.

Directly affected

  • RTX Rtx

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    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

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • CVX Chevron+6.6%

    Oil producers earn more when crude prices rise

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • BA Boeing-6.2%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris-0.6%

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RTX———————
LMT———————
NOC———————
GD———————
XOM———————
CVX———————
ITA———————
BA———————
LHX———————
HII———————

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Qatar Agrees to Buy US LNG to 2054 as War Disrupts Own Supply Bloomberg.com

Source: Bloomberg

Trades by members of Congress and officials in the stocks in this story

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).

How solid the energy case looks

12 out of 100

“Qatar Agrees to Buy US LNG to 2054 as War Disrupts Own Supply” scores 12 out of 100. The score uses 1 sources.