Geopolitics Alpha

Trump's decision to import Russian diesel is an 'incentive to end the war,' energy secretary says

Published . Updated .

Trump's decision to import Russian diesel is an 'incentive to end the war,' energy secretary says Business Insider

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———————

Trump's decision to import Russian diesel is an 'incentive to end the war,' energy secretary says Business Insider

Source: Business Insider

How solid the defense case looks

12 out of 100

“Trump's decision to import Russian diesel is an 'incentive to end the war,' energy secretary says” scores 12 out of 100. The score uses 1 sources.