Ukraine war pushes Russian oil to Arctic route
Published . Updated .
The leader of Gazprom Neft, Russia’s third-biggest oil company, confirms that tankers are being sent to the Northern Sea Route in order to avoid Ukrainian attacks.
Directly affected
- No company is named in this report.
Indirectly affected
- FRO Frontline+1.4%
Tanker operators earn more when freight rates spike
- INSW International Seaways-1.4%
Tanker operators earn more when freight rates spike
- DHT DHT Holdings
Tanker operators earn more when freight rates spike
- TNK Teekay Tankers
Tanker operators earn more when freight rates spike
- LMT Lockheed Martin+11.5%
Defense contractors get more work when conflict spending rises
- RTX RTX-0.4%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.3%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-1.7%
Defense contractors get more work when conflict spending rises
- ZIM ZIM Integrated Shipping-2.2%
Container lines are exposed when a shipping lane is disrupted
- DAL Delta Air Lines-0.8%
Airlines pay more for fuel when oil prices jump
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FRONo price data for this ticker | — | — | — | — | — | — | — |
| INSWNo price data for this ticker | — | — | — | — | — | — | — |
| DHTNo price data for this ticker | — | — | — | — | — | — | — |
| TNKNo price data for this ticker | — | — | — | — | — | — | — |
| LMT | -6.43% | -7.02% | base | +0.17% | after close | after close | after close |
| RTX | -0.33% | -0.66% | base | -2.06% | after close | after close | after close |
| NOC | -5.86% | -3.30% | base | -1.57% | after close | after close | after close |
| GD | -1.89% | -1.84% | base | -1.13% | after close | after close | after close |
| ZIMNo price data for this ticker | — | — | — | — | — | — | — |
| DALNo price data for this ticker | — | — | — | — | — | — | — |
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 war pushes Russian oil to Arctic route The Barents Observer
Source: The Barents Observer
Arctic
| Company | When | Move | Status |
|---|---|---|---|
| CVX | that day | +1.86% | still updating |
| CVX | three days earlier | -0.41% | final price |
| CVX | five days earlier | -0.70% | final price |
| GD | that day | -1.13% | still updating |
| GD | three days earlier | -1.84% | final price |
| GD | five days earlier | -1.89% | final price |
| ITA | that day | -1.96% | still updating |
| ITA | three days earlier | +0.79% | final price |
| ITA | five days earlier | +2.30% | final price |
| LMT | that day | +0.17% | still updating |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| NOC | that day | -1.57% | still updating |
| NOC | three days earlier | -3.30% | final price |
| NOC | five days earlier | -5.86% | final price |
| RTX | that day | -2.06% | still updating |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
| USO | that day | +3.06% | still updating |
| USO | three days earlier | -1.11% | final price |
| USO | five days earlier | -0.46% | final price |
| WEAT | that day | +0.13% | still updating |
| WEAT | three days earlier | +3.06% | final price |
| WEAT | five days earlier | +5.05% | final price |
| XLE | that day | +2.12% | still updating |
| XLE | three days earlier | +0.55% | final price |
| XLE | five days earlier | +0.97% | final price |
| XOM | that day | +1.94% | still updating |
| XOM | three days earlier | -0.17% | final price |
| XOM | five days earlier | +0.46% | final price |
Arctic
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 30 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 36 days before publication. Filed 13 Oct 2026. View the filing.
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).
Arctic, seven days against thirty
Arctic has 36 linked stories in the last 7 days and 36 in the last 30 on the page that also carries “Ukraine war pushes Russian oil to Arctic route.” The recent pace is rising.
How solid “Ukraine war pushes Russian oil to Arctic route” looks
12 out of 100Price not final
“Ukraine war pushes Russian oil to Arctic route” scores 12 out of 100. The score uses 1 sources. The price is not final yet.