Geopolitics Alpha

Russian Oil Exports by Arctic Route Jump Amid World Freight Crisis

Published . Updated .

Russian Oil Exports by Arctic Route Jump Amid World Freight Crisis gCaptain

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
ZIM———————
MATX———————
XOM———————
CVX———————

Russian Oil Exports by Arctic Route Jump Amid World Freight Crisis gCaptain

Source: gCaptain

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How solid the energy case looks

12 out of 100

“Russian Oil Exports by Arctic Route Jump Amid World Freight Crisis” scores 12 out of 100. The score uses 1 sources.