Geopolitics Alpha

Trump denied imposing restrictions on Starlink in Ukraine in front of journalists and said he would not tighten sanctions against Russia

Published . Updated .

This report is about Russia and Ukraine and Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.

Directly affected

  • RTX Rtx

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    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

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

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

Trump denied imposing restrictions on Starlink in Ukraine in front of journalists and said he would not tighten sanctions against Russia Українські Національні Новини (УНН)

Source: 블루밍비트

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This story

25 out of 100

“Trump denied imposing restrictions on Starlink in Ukraine in front of journalists and said he would not tighten sanctions against Russia” scores 25 out of 100. The score uses 2 sources.