Geopolitics Alpha

Ukrainian Drone Barrage Sets Russian Oil Facilities Ablaze

Published . Updated .

Ukrainian Drone Barrage Sets Russian Oil Facilities Ablaze

Ukraine's drone strikes hit Russian oil facilities in St. Petersburg, raising questions about petroleum exports, energy security and Trump's ceasefire.

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    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———————

Ukrainian Drone Barrage Sets Russian Oil Facilities Ablaze Energi.Media

Source: Energi.Media

Energy

SPY
XLE

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How solid “Ukrainian Drone Barrage Sets Russian Oil Facilities Ablaze” looks

12 out of 100

“Ukrainian Drone Barrage Sets Russian Oil Facilities Ablaze” scores 12 out of 100. The score uses 1 sources.