Geopolitics Alpha

Russia’s Ryazan oil refinery shuts down key processing unit after drone attack – Reuters

Published . Updated .

ENERGYRussia’s Ryazan oil refinery shutsdown key processing unit afterdrone attack – ReutersRTXGEOPOLITICS ALPHA

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

Directly affected

  • RTX Rtx-0.4%

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+11.5%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.3%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+3.8%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-1.7%

    Defense contractors get more work when conflict spending rises

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

    A fund of aerospace and defense companies

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • CVX Chevron+5.9%

    Oil producers earn more when crude prices rise

  • USO United States Oil Fund+4.9%

    This fund moves with oil prices

  • WEAT Teucrium Wheat-4.3%

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RTX-0.53%-2.10%base+3.74%+2.74%+3.40%+2.49%
LMT-4.36%-5.44%base+3.63%+2.90%+2.97%+3.58%
NOC-3.67%-3.57%base+4.17%+2.28%+7.00%+8.11%
XLE-2.22%+0.95%base+2.53%+1.88%+2.11%+2.40%
GD-1.67%-1.33%base+2.12%+1.30%+2.17%+2.34%
ITA-0.09%-1.34%base+1.10%+0.38%-0.40%-0.57%
XOM-3.27%-0.37%base+2.45%+2.00%+1.81%+1.92%
CVX-3.36%-0.70%base+2.56%+2.33%+2.87%+3.37%
USO-5.77%-2.69%base+2.82%+2.25%+2.14%+1.55%
WEAT+0.58%-0.04%base-1.21%-1.69%-3.09%-5.02%

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

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.

Russia’s Ryazan oil refinery shuts down key processing unit after drone attack – Reuters Ukrinform

Source: Ukrinform

Energy

CompanyWhenMoveStatus
CVXthat day+2.56%final price
CVXthe next day+2.33%final price
CVXtwo days later+2.87%final price
CVXthree days later+3.37%final price
CVXthree days earlier-0.70%final price
CVXfive days earlier-3.36%final price
GDthat day+2.12%final price
GDthe next day+1.30%final price
GDtwo days later+2.17%final price
GDthree days later+2.34%final price
GDthree days earlier-1.33%final price
GDfive days earlier-1.67%final price
ITAthat day+1.10%final price
ITAthe next day+0.38%final price
ITAtwo days later-0.40%final price
ITAthree days later-0.57%final price
ITAthree days earlier-1.34%final price
ITAfive days earlier-0.09%final price
LMTthat day+3.63%final price
LMTthe next day+2.90%final price
LMTtwo days later+2.97%final price
LMTthree days later+3.58%final price
LMTthree days earlier-5.44%final price
LMTfive days earlier-4.36%final price
NOCthat day+4.17%final price
NOCthe next day+2.28%final price
NOCtwo days later+7.00%final price
NOCthree days later+8.11%final price
NOCthree days earlier-3.57%final price
NOCfive days earlier-3.67%final price
RTXthat day+3.74%final price
RTXthe next day+2.74%final price
RTXtwo days later+3.40%final price
RTXthree days later+2.49%final price
RTXthree days earlier-2.10%final price
RTXfive days earlier-0.53%final price
USOthat day+2.82%final price
USOthe next day+2.25%final price
USOtwo days later+2.14%final price
USOthree days later+1.55%final price
USOthree days earlier-2.69%final price
USOfive days earlier-5.77%final price
WEATthat day-1.21%final price
WEATthe next day-1.69%final price
WEATtwo days later-3.09%final price
WEATthree days later-5.02%final price
WEATthree days earlier-0.04%final price
WEATfive days earlier+0.58%final price
XLEthat day+2.53%final price
XLEthe next day+1.88%final price
XLEtwo days later+2.11%final price
XLEthree days later+2.40%final price
XLEthree days earlier+0.95%final price
XLEfive days earlier-2.22%final price
XOMthat day+2.45%final price
XOMthe next day+2.00%final price
XOMtwo days later+1.81%final price
XOMthree days later+1.92%final price
XOMthree days earlier-0.37%final price
XOMfive days earlier-3.27%final price
SPY
XLE

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

“Russia’s Ryazan oil refinery shuts down key processing unit after drone attack – Reuters” scores 12 out of 100. The score uses 1 sources.