Geopolitics Alpha

Russia Ramps Up Arctic Oil Exports as Global Shipping Crisis Disrupts Trade Routes

Published . Updated .

Russia Ramps Up Arctic Oil Exports as Global Shipping Crisis Disrupts Trade Routes Modern Diplomacy

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
ZIM———————
MATX———————
XOM———————
CVX———————

Russia Ramps Up Arctic Oil Exports as Global Shipping Crisis Disrupts Trade Routes Modern Diplomacy

Source: Modern Diplomacy

Where this story sits: Arctic

Arctic has 28 linked stories in the last 7 days and 28 in the last 30 on the page that also carries “Russia Ramps Up Arctic Oil Exports as Global Shipping Crisis Disrupts Trade Routes.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“Russia Ramps Up Arctic Oil Exports as Global Shipping Crisis Disrupts Trade Routes” scores 12 out of 100. The score uses 1 sources.