Geopolitics Alpha

Russia Caught Shipping Weapons and Suspected Undercover Spies to Africa Aboard Civilian Vessels

Published . Updated .

Russia Caught Shipping Weapons and Suspected Undercover Spies to Africa Aboard Civilian Vessels 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

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • 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———————
ZIM———————
MATX———————
USO———————
WEAT———————

Russia Caught Shipping Weapons and Suspected Undercover Spies to Africa Aboard Civilian Vessels UNITED24 Media

Source: UNITED24 Media

How solid the shipping case looks

12 out of 100

“Russia Caught Shipping Weapons and Suspected Undercover Spies to Africa Aboard Civilian Vessels” scores 12 out of 100. The score uses 1 sources.