Geopolitics Alpha

Russian ‘shadow fleet’ fakes locations to appear in two places at once

Published . Updated .

Russian ‘shadow fleet’ fakes locations to appear in two places at once Financial Times

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

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
JPM———————
BAC———————
USO———————
WEAT———————

Russian ‘shadow fleet’ fakes locations to appear in two places at once Financial Times

Source: Financial Times

Taiwan Strait, seven days against thirty

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12 out of 100

“Russian ‘shadow fleet’ fakes locations to appear in two places at once” scores 12 out of 100. The score uses 1 sources.