Geopolitics Alpha

Ukraine Invasion Day 1,708: 80% of Ukrainians support hitting RU oil refineries

Published . Updated .

Ukraine Invasion Day 1,708: 80% of Ukrainians support hitting RU oil refineries

Key Takeaways Russia and Ukraine continued observing a limited ceasefire in occupied Kherson Oblast on October 28, but it remains unclear whether Ukrainian civilians will have a legitimate and duress-free choice to return to Ukrainian government-controlled Ukraine. * The Kremlin

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “invasion” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-6.6% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “invasion” (defense) in this story.

  • USO United States Oil Fund+13.9% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • CRAK VanEck Oil Refiners ETF

    VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refineries” (refining) in this story.

  • LMT Lockheed Martin+19.0% 30d

    Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “invasion” (defense) in this story.

  • RTX Rtx+2.3% 11d

    Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “invasion” (defense) in this story.

  • NOC Northrop Grumman+5.9% 30d

    Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “invasion” (defense) in this story.

  • GD General Dynamics+5.3% 30d

    General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “invasion” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-1.57%-0.30%base+3.24%+1.05%after closeafter close
XARNo price data for this ticker———————
USO-2.52%-0.26%base+0.32%+1.30%after closeafter close
CRAKNo price data for this ticker———————
LMT-6.34%+0.84%base+2.41%+1.45%after closeafter close
RTX-0.76%+0.70%base+1.78%+2.22%after closeafter close
NOC-0.06%+2.35%base+1.76%+1.17%after closeafter close
GD-1.00%+0.77%base+4.74%+5.22%after closeafter close

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.

Ukraine Invasion Day 1,708: 80% of Ukrainians support hitting RU oil refineries Daily Kos

Source: Daily Kos

Energy

CompanyWhenMoveStatus
GDthat day+4.74%final price
GDthe next day+5.22%final price
GDthree days earlier+0.77%final price
GDfive days earlier-1.00%final price
ITAthat day+3.24%final price
ITAthe next day+1.05%final price
ITAthree days earlier-0.30%final price
ITAfive days earlier-1.57%final price
LMTthat day+2.41%final price
LMTthe next day+1.45%final price
LMTthree days earlier+0.84%final price
LMTfive days earlier-6.34%final price
NOCthat day+1.76%final price
NOCthe next day+1.17%final price
NOCthree days earlier+2.35%final price
NOCfive days earlier-0.06%final price
RTXthat day+1.78%final price
RTXthe next day+2.22%final price
RTXthree days earlier+0.70%final price
RTXfive days earlier-0.76%final price
USOthat day+0.32%final price
USOthe next day+1.30%final price
USOthree days earlier-0.26%final price
USOfive days earlier-2.52%final price

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 the energy case looks

12 out of 100

“Ukraine Invasion Day 1,708: 80% of Ukrainians support hitting RU oil refineries” scores 12 out of 100. The score uses 1 sources.