Geopolitics Alpha

Ukraine sets Saint Petersburg refinery ablaze in large-scale drone attack

Published . Updated .

Covered by 2 outlets: RFI, France 24.

Who covered it: Center 1 · Not rated 1. How we rate outlets

Ukraine sets Saint Petersburg refinery ablaze in large-scale drone attack

Ukraine hit Saint Petersburg with a large-scale drone attack, causing fires at an oil refinery and depot, Moscow said Sunday, as Kyiv accused Russia of violating Donald Trump's "energy ceasefire" dozens…

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

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

Market Call

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Ukraine sets Saint Petersburg refinery ablaze in large-scale drone attack RFI

Source: RFI

Energy

SPY
XLE

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How solid the energy case looks

38 out of 100

“Ukraine sets Saint Petersburg refinery ablaze in large-scale drone attack” scores 38 out of 100. The score uses 3 sources.