Geopolitics Alpha

Russia’s Arctic ‘Shadow Fleet’ Goes Digital as New Putin Decree Tightens Grip on Shipping Data

Published . Updated .

Russia’s Arctic ‘Shadow Fleet’ Goes Digital as New Putin Decree Tightens Grip on Shipping Data High North News

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’s Arctic ‘Shadow Fleet’ Goes Digital as New Putin Decree Tightens Grip on Shipping Data High North News

Source: High North News

How busy Arctic has been lately

Arctic has 27 linked stories in the last 7 days and 27 in the last 30 on the page that also carries “Russia’s Arctic ‘Shadow Fleet’ Goes Digital as New Putin Decree Tightens Grip on Shipping Data.” The recent pace is rising.

How solid the shipping case looks

12 out of 100

“Russia’s Arctic ‘Shadow Fleet’ Goes Digital as New Putin Decree Tightens Grip on Shipping Data” scores 12 out of 100. The score uses 1 sources.