Geopolitics Alpha

Russian diesel tanker officially en route to US

Published . Updated .

Russian diesel tanker officially en route to US

Retired Marine Corps Maj. Gen. Arnold Punaro discusses President Donald Trump's diesel deal with Russia as a tanker heads to the US on 'America Reports.'

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+4.7%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways+0.8%

    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+14.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-2.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.1%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-2.1%

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping-1.2%

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines-3.8%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO-4.16%-3.04%baseafter closeafter closeafter closeafter close
INSW-5.43%+0.49%baseafter closeafter closeafter closeafter close
DHT-6.23%-1.71%baseafter closeafter closeafter closeafter close
TNK-4.67%-3.50%baseafter closeafter closeafter closeafter close
LMT-9.31%-8.71%baseafter closeafter closeafter closeafter close
RTX+0.57%+0.33%baseafter closeafter closeafter closeafter close
NOC-7.45%-2.17%baseafter closeafter closeafter closeafter close
GD-2.30%-1.30%baseafter closeafter closeafter closeafter close
ZIM-1.23%-0.66%baseafter closeafter closeafter closeafter close
DAL-2.77%+1.20%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

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 officially en route to US Fox Business

Source: Fox Business

Energy

CompanyWhenMoveStatus
DALthree days earlier+1.20%final price
DALfive days earlier-2.77%final price
DHTthree days earlier-1.71%final price
DHTfive days earlier-6.23%final price
FROthree days earlier-3.04%final price
FROfive days earlier-4.16%final price
GDthree days earlier-1.30%final price
GDfive days earlier-2.30%final price
INSWthree days earlier+0.49%final price
INSWfive days earlier-5.43%final price
LMTthree days earlier-8.71%final price
LMTfive days earlier-9.31%final price
NOCthree days earlier-2.17%final price
NOCfive days earlier-7.45%final price
RTXthree days earlier+0.33%final price
RTXfive days earlier+0.57%final price
TNKthree days earlier-3.50%final price
TNKfive days earlier-4.67%final price
ZIMthree days earlier-0.66%final price
ZIMfive days earlier-1.23%final price

Energy

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 officially en route to US” scores 12 out of 100. The score uses 1 sources.