Geopolitics Alpha

Sudan paramilitary drone strikes cause mass power cuts in eastern states

Published . Updated .

Sudan paramilitary drone strikes cause mass power cuts in eastern states

Rapid Support Forces strike five power stations in three states controlled by Sudanese army

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense-6.7% 30d

    A fund of aerospace and defense companies. Linked by “strike + army” in this story

  • XAR SPDR S&P Aerospace & Defense ETF-10.2% 30d

    Defense contractors get more work when conflict spending rises. Linked by “strike + army” in this story

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA+2.64%+1.68%baseafter closeafter closeafter closeafter close
XARNo price data for this ticker———————

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

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Rapid Support Forces strike five power stations in three states controlled by Sudanese army Sudan’s paramilitary Rapid Support Forces have launched a coordinated drone attack against five power stations, causing mass power outages across t…

Source: The Guardian

Defense

CompanyWhenMoveStatus
ITAthree days earlier+1.68%final price
ITAfive days earlier+2.64%final price

How solid the defense case looks

12 out of 100

“Sudan paramilitary drone strikes cause mass power cuts in eastern states” scores 12 out of 100. The score uses 1 sources.