Geopolitics Alpha

Ukrainian drone blitz sets St Petersburg oil facilities ablaze

Published . Updated .

Ukrainian drone blitz sets St Petersburg oil facilities ablaze

Ukraine also reportedly struck industrial warehouses and a data center

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

  • XLI Industrial Select Sector SPDR-1.0%

    A fund of industrial companies

  • CAT Caterpillar-8.0%

    A large machinery maker

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-7.26%-5.46%base-0.70%-0.63%-0.05%+6.87%
RTX-3.75%-3.88%base-0.96%-0.32%-1.20%+0.34%
NOC-6.73%-4.68%base-1.82%+2.72%+3.79%+6.22%
XLE-3.23%-0.90%base-0.64%-0.41%-0.12%-0.96%
GD-2.62%-2.77%base-0.81%+0.05%+0.21%+1.92%
ITA-1.45%-2.33%base-0.71%-1.48%-1.64%-2.25%
XOM-3.82%-1.14%base-0.44%-0.63%-0.52%-0.46%
CVX-4.43%-1.29%base-0.22%+0.30%+0.79%+0.71%
XLI+0.82%-0.40%base-0.61%-0.54%+0.33%-0.58%
CAT+9.40%+2.40%base-0.74%-0.70%+1.28%-3.73%

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.

Ukrainian drone blitz sets St Petersburg oil facilities ablaze TVP World

Source: TVP World

Energy

CompanyWhenMoveStatus
CATthat day-0.74%final price
CATthe next day-0.70%final price
CATtwo days later+1.28%final price
CATthree days later-3.73%final price
CATthree days earlier+2.40%final price
CATfive days earlier+9.40%final price
CVXthat day-0.22%final price
CVXthe next day+0.30%final price
CVXtwo days later+0.79%final price
CVXthree days later+0.71%final price
CVXthree days earlier-1.29%final price
CVXfive days earlier-4.43%final price
GDthat day-0.81%final price
GDthe next day+0.05%final price
GDtwo days later+0.21%final price
GDthree days later+1.92%final price
GDthree days earlier-2.77%final price
GDfive days earlier-2.62%final price
ITAthat day-0.71%final price
ITAthe next day-1.48%final price
ITAtwo days later-1.64%final price
ITAthree days later-2.25%final price
ITAthree days earlier-2.33%final price
ITAfive days earlier-1.45%final price
LMTthat day-0.70%final price
LMTthe next day-0.63%final price
LMTtwo days later-0.05%final price
LMTthree days later+6.87%final price
LMTthree days earlier-5.46%final price
LMTfive days earlier-7.26%final price
NOCthat day-1.82%final price
NOCthe next day+2.72%final price
NOCtwo days later+3.79%final price
NOCthree days later+6.22%final price
NOCthree days earlier-4.68%final price
NOCfive days earlier-6.73%final price
RTXthat day-0.96%final price
RTXthe next day-0.32%final price
RTXtwo days later-1.20%final price
RTXthree days later+0.34%final price
RTXthree days earlier-3.88%final price
RTXfive days earlier-3.75%final price
XLEthat day-0.64%final price
XLEthe next day-0.41%final price
XLEtwo days later-0.12%final price
XLEthree days later-0.96%final price
XLEthree days earlier-0.90%final price
XLEfive days earlier-3.23%final price
XLIthat day-0.61%final price
XLIthe next day-0.54%final price
XLItwo days later+0.33%final price
XLIthree days later-0.58%final price
XLIthree days earlier-0.40%final price
XLIfive days earlier+0.82%final price
XOMthat day-0.44%final price
XOMthe next day-0.63%final price
XOMtwo days later-0.52%final price
XOMthree days later-0.46%final price
XOMthree days earlier-1.14%final price
XOMfive days earlier-3.82%final price
SPY
XLE

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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).

How solid the energy case looks

12 out of 100

“Ukrainian drone blitz sets St Petersburg oil facilities ablaze” scores 12 out of 100. The score uses 1 sources.