Russian diesel tanker heads to the U.S., the first since Trump’s deal with Putin
Published . Updated .
The impact on prices would likely be “limited,” oil industry analysts said.
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
- ZIM ZIM Integrated Shipping-1.9%
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines-0.7%
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 | after close | after close | after close | after close |
| INSW | +1.36% | -3.49% | base | after close | after close | after close | after close |
| DHT | -2.28% | -3.23% | base | after close | after close | after close | after close |
| TNK | +1.72% | -0.66% | base | after close | after close | after close | after close |
| LMT | -6.43% | -7.02% | base | after close | after close | after close | after close |
| RTX | -0.33% | -0.66% | base | after close | after close | after close | after close |
| NOC | -5.86% | -3.30% | base | after close | after close | after close | after close |
| GD | -1.89% | -1.84% | base | after close | after close | after close | after close |
| ZIM | +0.53% | +0.29% | base | after close | after close | after close | after close |
| DAL | -4.91% | -3.24% | 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
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 to the U.S., the first since Trump’s deal with Putin NBC News
Source: NBC News
Energy
| Company | When | Move | Status |
|---|---|---|---|
| DAL | three days earlier | -3.24% | final price |
| DAL | five days earlier | -4.91% | final price |
| DHT | three days earlier | -3.23% | final price |
| DHT | five days earlier | -2.28% | final price |
| FRO | three days earlier | -1.82% | final price |
| FRO | five days earlier | +2.38% | final price |
| GD | three days earlier | -1.84% | final price |
| GD | five days earlier | -1.89% | final price |
| INSW | three days earlier | -3.49% | final price |
| INSW | five days earlier | +1.36% | final price |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| NOC | three days earlier | -3.30% | final price |
| NOC | five days earlier | -5.86% | final price |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
| TNK | three days earlier | -0.66% | final price |
| TNK | five days earlier | +1.72% | final price |
| 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 100
“Russian diesel tanker heads to the U.S., the first since Trump’s deal with Putin” scores 12 out of 100. The score uses 1 sources.