Russia’s War on Ukraine Is Straining Food and Fuel Supply
Published . Updated .
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. Linked by “ukraine + war” in this story.
Directly affected
- RTX Rtx-2.2% 6d
Named in this report.
Indirectly affected
- LMT Lockheed Martin+14.2% 30d
Defense contractors get more work when conflict spending rises. Linked by “ukraine + war” in this story
- NOC Northrop Grumman+5.1% 30d
Defense contractors get more work when conflict spending rises. Linked by “ukraine + war” in this story
- XLE Energy Select Sector SPDR+7.4% 30d
Energy prices move when Russian supply is at risk. Linked by “ukraine + war” in this story
- GD General Dynamics-2.1% 30d
Defense contractors get more work when conflict spending rises. Linked by “defense + war” in this story
- ITA iShares U.S. Aerospace & Defense-6.7% 30d
A fund of aerospace and defense companies. Linked by “defense + war” in this story
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| RTX | +0.57% | +0.33% | base | after close | after close | after close | after close |
| LMT | -9.31% | -8.71% | base | after close | after close | after close | after close |
| NOC | -7.45% | -2.17% | base | after close | after close | after close | after close |
| XLE | -2.19% | -1.69% | base | after close | after close | after close | after close |
| GD | -2.30% | -1.30% | base | after close | after close | after close | after close |
| ITA | +2.64% | +1.68% | base | after close | after close | after close | after close |
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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Russia’s War on Ukraine Is Straining Food and Fuel Supply Bloomberg.com
Source: Bloomberg
Defense
| Company | When | Move | Status |
|---|---|---|---|
| CF | three days earlier | -3.70% | final price |
| CF | five days earlier | -1.86% | final price |
| GD | three days earlier | -1.30% | final price |
| GD | five days earlier | -2.30% | final price |
| ITA | three days earlier | +1.68% | final price |
| ITA | five days earlier | +2.64% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| MOS | three days earlier | -0.67% | final price |
| MOS | five days earlier | +0.42% | final price |
| NOC | three days earlier | -2.17% | final price |
| NOC | five days earlier | -7.45% | final price |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
| USO | three days earlier | -5.78% | final price |
| USO | five days earlier | -5.13% | final price |
| WEAT | three days earlier | +1.18% | final price |
| WEAT | five days earlier | +4.73% | final price |
| XLE | three days earlier | -1.69% | final price |
| XLE | five days earlier | -2.19% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, sold RTX, worth $100,001 - $250,000 on 31 Jul 2026. That is 87 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 33 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 33 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 39 days before publication. Filed 13 Oct 2026. View the filing.
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 “Russia’s War on Ukraine Is Straining Food and Fuel Supply” looks
12 out of 100
“Russia’s War on Ukraine Is Straining Food and Fuel Supply” scores 12 out of 100. The score uses 1 sources.