Russian diesel tanker heads for U.S. following Trump-Putin deal
Published . Updated .
This report is about Tanker rates and Russia and Ukraine. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline+1.4%
Tanker operators earn more when freight rates spike
- INSW International Seaways-1.4%
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+11.5%
Defense contractors get more work when conflict spending rises
- RTX RTX-0.4%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.3%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-1.7%
Defense contractors get more work when conflict spending rises
- ZIM ZIM Integrated Shipping-2.2%
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines-0.8%
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FRO | +2.38% | -1.82% | base | +2.74% | after close | after close | after close |
| INSW | +1.36% | -3.49% | base | +3.91% | after close | after close | after close |
| DHT | -2.28% | -3.23% | base | +2.07% | after close | after close | after close |
| TNK | +1.72% | -0.66% | base | +3.63% | after close | after close | after close |
| LMT | -6.43% | -7.02% | base | +0.17% | after close | after close | after close |
| RTX | -0.33% | -0.66% | base | -2.06% | after close | after close | after close |
| NOC | -5.86% | -3.30% | base | -1.57% | after close | after close | after close |
| GD | -1.89% | -1.84% | base | -1.13% | after close | after close | after close |
| ZIM | +0.53% | +0.29% | base | -0.07% | after close | after close | after close |
| DAL | -4.91% | -3.24% | base | -4.13% | 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
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 diesel tanker heads for U.S. following Trump-Putin deal FreightWaves
Source: FreightWaves
Energy
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | -4.13% | still updating |
| DAL | three days earlier | -3.24% | final price |
| DAL | five days earlier | -4.91% | final price |
| DHT | that day | +2.07% | still updating |
| DHT | three days earlier | -3.23% | final price |
| DHT | five days earlier | -2.28% | final price |
| FRO | that day | +2.74% | still updating |
| FRO | three days earlier | -1.82% | final price |
| FRO | five days earlier | +2.38% | final price |
| GD | that day | -1.13% | still updating |
| GD | three days earlier | -1.84% | final price |
| GD | five days earlier | -1.89% | final price |
| INSW | that day | +3.91% | still updating |
| INSW | three days earlier | -3.49% | final price |
| INSW | five days earlier | +1.36% | final price |
| LMT | that day | +0.17% | still updating |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| NOC | that day | -1.57% | still updating |
| NOC | three days earlier | -3.30% | final price |
| NOC | five days earlier | -5.86% | final price |
| RTX | that day | -2.06% | still updating |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
| TNK | that day | +3.63% | still updating |
| TNK | three days earlier | -0.66% | final price |
| TNK | five days earlier | +1.72% | final price |
| ZIM | that day | -0.07% | still updating |
| ZIM | three days earlier | +0.29% | final price |
| ZIM | five days earlier | +0.53% | final price |
Energy
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 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 30 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 36 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 the energy case looks
12 out of 100Price not final
“Russian diesel tanker heads for U.S. following Trump-Putin deal” scores 12 out of 100. The score uses 1 sources. The price is not final yet.