Geopolitics Alpha

Ukraine launches more than 1,000 drones at Russian oil terminals, data centers in massive attack

Published . Updated .

ENERGYUkraine launches more than 1,000drones at Russian oil terminals,data centers in massive attackRTXGEOPOLITICS 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

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+2.8%

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR+4.9%

    Energy prices move when Russian supply is at risk

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • CVX Chevron+6.6%

    Oil producers earn more when crude prices rise

  • USO United States Oil Fund+0.9%

    This fund moves with oil prices

  • WEAT Teucrium Wheat-4.3%

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

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

Market Call

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Ukraine launches more than 1,000 drones at Russian oil terminals, data centers in massive attack Washington Times

Source: Washington Times

Energy

SPY
XLE

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How solid the energy case looks

12 out of 100

“Ukraine launches more than 1,000 drones at Russian oil terminals, data centers in massive attack” scores 12 out of 100. The score uses 1 sources.