Geopolitics Alpha

Russian Diesel Tanker Heads for New York After US Eases Sanctions

Published . Updated .

Russian Diesel Tanker Heads for New York After US Eases Sanctions

The Malta-flagged tanker Agioi Fanendes departed Russia’s Baltic port of Primorsk overnight and was located off Helsinki on Friday, with New York listed as its destination, according to maritime tracking firm Kpler.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.5%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when sanctioned supply is blocked

  • DAL Delta Air Lines-0.7%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO+2.38%-1.82%baseafter closeafter closeafter closeafter close
INSW+1.36%-3.49%baseafter closeafter closeafter closeafter close
DHT-2.28%-3.23%baseafter closeafter closeafter closeafter close
TNK+1.72%-0.66%baseafter closeafter closeafter closeafter close
LMT-6.43%-7.02%baseafter closeafter closeafter closeafter close
RTX-0.33%-0.66%baseafter closeafter closeafter closeafter close
NOC-5.86%-3.30%baseafter closeafter closeafter closeafter close
GD-1.89%-1.84%baseafter closeafter closeafter closeafter close
XLE+0.97%+0.55%baseafter closeafter closeafter closeafter close
DAL-4.91%-3.24%baseafter closeafter closeafter closeafter 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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Russian Diesel Tanker Heads for New York After US Eases Sanctions Kurdistan24

Source: Kurdistan24

Baltic Sea

CompanyWhenMoveStatus
DALthree days earlier-3.24%final price
DALfive days earlier-4.91%final price
DHTthree days earlier-3.23%final price
DHTfive days earlier-2.28%final price
FROthree days earlier-1.82%final price
FROfive days earlier+2.38%final price
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
INSWthree days earlier-3.49%final price
INSWfive days earlier+1.36%final price
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
NOCthree days earlier-3.30%final price
NOCfive days earlier-5.86%final price
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
TNKthree days earlier-0.66%final price
TNKfive days earlier+1.72%final price
XLEthree days earlier+0.55%final price
XLEfive days earlier+0.97%final price

Baltic Sea

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 busy Baltic Sea has been lately

Baltic Sea has 3 linked stories in the last 7 days and 3 in the last 30 on the page that also carries “Russian Diesel Tanker Heads for New York After US Eases Sanctions.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“Russian Diesel Tanker Heads for New York After US Eases Sanctions” scores 12 out of 100. The score uses 1 sources.