Geopolitics Alpha

Rubio: Trump Relief on Russian Diesel Sanctions Is ‘Very Wise’

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Rubio: Trump Relief on Russian Diesel Sanctions Is ‘Very Wise’

US Secretary of State Marco Rubio has defended Donald Trump’s decision to ease Russian diesel sanctions as “very wise,” citing the need to curb global energy prices.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+14.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-2.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.1%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+7.4%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-2.1%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-6.7%

    A fund of aerospace and defense companies

  • USO United States Oil Fund+8.2%

    This fund moves with oil prices

  • XOM Exxon Mobil+11.0%

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron+9.9%

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum+3.8%

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-9.31%-8.71%baseafter closeafter closeafter closeafter close
RTX+0.57%+0.33%baseafter closeafter closeafter closeafter close
NOC-7.45%-2.17%baseafter closeafter closeafter closeafter close
XLE-2.19%-1.69%baseafter closeafter closeafter closeafter close
GD-2.30%-1.30%baseafter closeafter closeafter closeafter close
ITA+2.64%+1.68%baseafter closeafter closeafter closeafter close
USO-5.13%-5.78%baseafter closeafter closeafter closeafter close
XOM-2.72%-2.80%baseafter closeafter closeafter closeafter close
CVXNo price data for this ticker———————
OXYNo 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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Rubio: Trump Relief on Russian Diesel Sanctions Is ‘Very Wise’ Kyiv Post

Source: Kyiv Post

This story

CompanyWhenMoveStatus
GDthree days earlier-1.30%final price
GDfive days earlier-2.30%final price
ITAthree days earlier+1.68%final price
ITAfive days earlier+2.64%final price
LMTthree days earlier-8.71%final price
LMTfive days earlier-9.31%final price
MOSthree days earlier-0.67%final price
MOSfive days earlier+0.42%final price
NOCthree days earlier-2.17%final price
NOCfive days earlier-7.45%final price
RTXthree days earlier+0.33%final price
RTXfive days earlier+0.57%final price
USOthree days earlier-5.78%final price
USOfive days earlier-5.13%final price
WEATthree days earlier+1.18%final price
WEATfive days earlier+4.73%final price
XLEthree days earlier-1.69%final price
XLEfive days earlier-2.19%final price
XOMthree days earlier-2.80%final price
XOMfive days earlier-2.72%final price

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).

This story

12 out of 100

“Rubio: Trump Relief on Russian Diesel Sanctions Is ‘Very Wise’” scores 12 out of 100. The score uses 1 sources.