Geopolitics Alpha

Two killed and at least 17 injured as Russia and Ukraine trade blows on power infrastructure

Published . Updated .

Ukraine used more than 1,000 drones to target Russian oil depots, logistics facilities and datacentres Two people have been killed and at least 17 injured as Russia and Ukraine continue to trade strikes on each other’s power infrastructure, after the breakdown of Donald Trump’s short-lived and unilaterally declared “energy ceasefire”. One person was killed and 15 wounded overnight after Ukraine used more than 1,000 drones to target Russian oil depots, logistics facilities and datacentres in one of its largest ever aerial bombardments. Continue reading...

Directly affected

  • PPLI People

    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
PPLI———————
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
XOM———————
CVX———————
USO———————
WEAT———————

Market Call

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Ukraine used more than 1,000 drones to target Russian oil depots, logistics facilities and datacentres Two people have been killed and at least 17 injured as Russia and Ukraine continue to trade strikes on each other’s power infrastructure…

Source: The Guardian

Energy

SPY
XLE

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How solid the energy case looks

12 out of 100

“Two killed and at least 17 injured as Russia and Ukraine trade blows on power infrastructure” scores 12 out of 100. The score uses 1 sources.