Geopolitics Alpha

The US is preparing to lift sanctions on Russian tankers and gas.

Published . Updated .

The US is preparing to lift sanctions on Russian tankers and gas. Mezha.net

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    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

    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

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
LMT———————
RTX———————
NOC———————
GD———————
XLE———————
DAL———————

The US is preparing to lift sanctions on Russian tankers and gas. Mezha.net

Source: mezha.net

How solid the energy case looks

12 out of 100

“The US is preparing to lift sanctions on Russian tankers and gas.” scores 12 out of 100. The score uses 1 sources.