Geopolitics Alpha

Ukraine strikes oil facility in St. Petersburg as part of ‘massive’ drone attack

Published . Updated .

Ukraine strikes oil facility in St. Petersburg as part of ‘massive’ drone attack

Ukrainian President Volodymyr Zelenskyy said last week he had ordered the resumption of strikes on Russian oil refineries following a three-day pause.

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 strikes oil facility in St. Petersburg as part of ‘massive’ drone attack POLITICO.eu

Source: POLITICO.eu

Energy

SPY
XLE

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How solid the energy case looks

12 out of 100

“Ukraine strikes oil facility in St. Petersburg as part of ‘massive’ drone attack” scores 12 out of 100. The score uses 1 sources.