Geopolitics Alpha

Russian Deputy PM Novak says a diesel supply solution, with reference to supplies to the US, will be determined via negotiation, in the context of ongoing sanctions, Ifx reports. Russian oil output will see a recovery

Published . Updated .

ENERGYRussian Deputy PM Novak says adiesel supply solution, withreference to supplies to the US,…GEOPOLITICS ALPHA

This report is about Russia and Ukraine and Sanctions. Names like XLE and USO typically gain because energy prices move when Russian supply is at risk. Linked by “russia + oil” in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR+7.4% 30d

    Energy prices move when Russian supply is at risk. Linked by “ukraine + oil” in this story

  • USO United States Oil Fund+8.2% 30d

    This fund moves with oil prices. Linked by “ukraine + oil” in this story

  • XOM Exxon Mobil+11.0% 11d

    Oil producers move when sanctioned barrels leave the market. Linked by “sanction + oil” in this story

  • CVX Chevron+9.9% 30d

    Oil producers move when sanctioned barrels leave the market. Linked by “sanction + oil” in this story

  • OXY Occidental Petroleum+3.8% 18d

    Oil producers earn more when crude prices rise. Linked by “oil + prices” in this story

  • COP ConocoPhillips+11.7% 30d

    Oil producers earn more when crude prices rise. Linked by “oil + prices” in this story

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE-5.66%-3.14%base+0.65%-0.95%+1.56%+0.92%
USO-5.98%-3.16%base+0.36%+2.76%+5.66%+5.08%
XOM-5.76%-2.91%base+1.66%+0.37%+2.83%+2.38%
CVX-5.81%-2.68%base+1.96%+0.71%+3.29%+3.06%
OXY-5.58%-2.52%base-0.37%-1.59%+1.20%+1.75%
COPNo price data for this ticker———————

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.

Russian Deputy PM Novak says a diesel supply solution, with reference to supplies to the US, will be determined via negotiation, in the context of ongoing sanctions, Ifx reports. Russian oil output will see a recovery Newsquawk

Source: Newsquawk

Energy

CompanyWhenMoveStatus
CVXthat day+1.96%final price
CVXthe next day+0.71%final price
CVXtwo days later+3.29%final price
CVXthree days later+3.06%final price
CVXthree days earlier-2.68%final price
CVXfive days earlier-5.81%final price
GDthat day+0.64%final price
GDthe next day+1.35%final price
GDtwo days later+3.50%final price
GDthree days later+2.66%final price
GDthree days earlier-0.34%final price
GDfive days earlier-1.80%final price
ITAthat day+0.09%final price
ITAthe next day+1.36%final price
ITAtwo days later+2.47%final price
ITAthree days later+1.74%final price
ITAthree days earlier+1.27%final price
ITAfive days earlier-0.22%final price
LMTthat day+3.61%final price
LMTthe next day+5.75%final price
LMTtwo days later+9.58%final price
LMTthree days later+8.82%final price
LMTthree days earlier+1.14%final price
LMTfive days earlier-0.92%final price
NOCthat day+2.97%final price
NOCthe next day+3.70%final price
NOCtwo days later+8.03%final price
NOCthree days later+6.07%final price
NOCthree days earlier-0.11%final price
NOCfive days earlier-1.60%final price
OXYthat day-0.37%final price
OXYthe next day-1.59%final price
OXYtwo days later+1.20%final price
OXYthree days later+1.75%final price
OXYthree days earlier-2.52%final price
OXYfive days earlier-5.58%final price
RTXthat day+1.86%final price
RTXthe next day+2.15%final price
RTXtwo days later+5.97%final price
RTXthree days later+4.95%final price
RTXthree days earlier+1.61%final price
RTXfive days earlier-1.50%final price
USOthat day+0.36%final price
USOthe next day+2.76%final price
USOtwo days later+5.66%final price
USOthree days later+5.08%final price
USOthree days earlier-3.16%final price
USOfive days earlier-5.98%final price
XLEthat day+0.65%final price
XLEthe next day-0.95%final price
XLEtwo days later+1.56%final price
XLEthree days later+0.92%final price
XLEthree days earlier-3.14%final price
XLEfive days earlier-5.66%final price
XOMthat day+1.66%final price
XOMthe next day+0.37%final price
XOMtwo days later+2.83%final price
XOMthree days later+2.38%final price
XOMthree days earlier-2.91%final price
XOMfive days earlier-5.76%final price
SPY
XLE

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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

“Russian Deputy PM Novak says a diesel supply solution, with reference to supplies to the US, will be determined via negotiation, in the context of ongoing sanctions, Ifx reports. Russian oil output will see a recovery” scores 12 out of 100. The score uses 1 sources.