Geopolitics Alpha

Trump waives sanctions, tariffs on Russian oil, gas

Published . Updated .

ENERGYTrump waives sanctions, tariffs onRussian oil, gasRTXGEOPOLITICS ALPHA

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-0.4%

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+11.5%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.3%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+3.8%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-1.7%

    Defense contractors get more work when conflict spending rises

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

    A fund of aerospace and defense companies

  • USO United States Oil Fund+4.9%

    This fund moves with oil prices

  • XOM Exxon Mobil+7.9%

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple+4.8%

    Sales and supply chains are exposed to a new tariff

  • NKE Nike+3.3%

    Sales and supply chains are exposed to a new tariff

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RTX-3.75%-3.88%base-0.96%-0.32%-1.20%+0.34%
LMT-7.26%-5.46%base-0.70%-0.63%-0.05%+6.87%
NOC-6.73%-4.68%base-1.82%+2.72%+3.79%+6.22%
XLE-3.23%-0.90%base-0.64%-0.41%-0.12%-0.96%
GD-2.62%-2.77%base-0.81%+0.05%+0.21%+1.92%
ITA-1.45%-2.33%base-0.71%-1.48%-1.64%-2.25%
USO-6.60%-5.02%base-0.56%-0.66%-1.24%+0.46%
XOM-3.82%-1.14%base-0.44%-0.63%-0.52%-0.46%
AAPL-0.68%-0.11%base-0.12%-1.09%+0.16%+1.44%
NKE-4.81%-4.86%base+0.28%+2.06%+1.08%+3.19%

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

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Trump waives sanctions, tariffs on Russian oil, gas Rediff

Source: Rediff

Energy

CompanyWhenMoveStatus
AAPLthat day-0.12%final price
AAPLthe next day-1.09%final price
AAPLtwo days later+0.16%final price
AAPLthree days later+1.44%final price
AAPLthree days earlier-0.11%final price
AAPLfive days earlier-0.68%final price
GDthat day-0.81%final price
GDthe next day+0.05%final price
GDtwo days later+0.21%final price
GDthree days later+1.92%final price
GDthree days earlier-2.77%final price
GDfive days earlier-2.62%final price
ITAthat day-0.71%final price
ITAthe next day-1.48%final price
ITAtwo days later-1.64%final price
ITAthree days later-2.25%final price
ITAthree days earlier-2.33%final price
ITAfive days earlier-1.45%final price
LMTthat day-0.70%final price
LMTthe next day-0.63%final price
LMTtwo days later-0.05%final price
LMTthree days later+6.87%final price
LMTthree days earlier-5.46%final price
LMTfive days earlier-7.26%final price
NKEthat day+0.28%final price
NKEthe next day+2.06%final price
NKEtwo days later+1.08%final price
NKEthree days later+3.19%final price
NKEthree days earlier-4.86%final price
NKEfive days earlier-4.81%final price
NOCthat day-1.82%final price
NOCthe next day+2.72%final price
NOCtwo days later+3.79%final price
NOCthree days later+6.22%final price
NOCthree days earlier-4.68%final price
NOCfive days earlier-6.73%final price
RTXthat day-0.96%final price
RTXthe next day-0.32%final price
RTXtwo days later-1.20%final price
RTXthree days later+0.34%final price
RTXthree days earlier-3.88%final price
RTXfive days earlier-3.75%final price
USOthat day-0.56%final price
USOthe next day-0.66%final price
USOtwo days later-1.24%final price
USOthree days later+0.46%final price
USOthree days earlier-5.02%final price
USOfive days earlier-6.60%final price
XLEthat day-0.64%final price
XLEthe next day-0.41%final price
XLEtwo days later-0.12%final price
XLEthree days later-0.96%final price
XLEthree days earlier-0.90%final price
XLEfive days earlier-3.23%final price
XOMthat day-0.44%final price
XOMthe next day-0.63%final price
XOMtwo days later-0.52%final price
XOMthree days later-0.46%final price
XOMthree days earlier-1.14%final price
XOMfive days earlier-3.82%final price
SPY
XLE

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “Trump waives sanctions, tariffs on Russian oil, gas” looks

12 out of 100

“Trump waives sanctions, tariffs on Russian oil, gas” scores 12 out of 100. The score uses 1 sources.