Geopolitics Alpha

Türkiye to Take Russian Diesel Under Trump Deal

Published . Updated .

Türkiye to Take Russian Diesel Under Trump Deal

Türkiye will receive part of the diesel Russia is supplying to global markets under an agreement with US President Donald Trump, Turkish Energy and Natural Resources Minister Alparslan Bayraktar said on October 18, according to Reuters .

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • 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———————
XOM———————
CVX———————
USO———————
WEAT———————

Market Call

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Türkiye to Take Russian Diesel Under Trump Deal Egypt Oil & Gas

Source: Egypt Oil & Gas

Energy

SPY
XLE

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How solid the energy case looks

12 out of 100

“Türkiye to Take Russian Diesel Under Trump Deal” scores 12 out of 100. The score uses 1 sources.