Geopolitics Alpha

Ukrainian soldiers in combat have access to Starlink satellite internet restricted

Published . Updated .

ENERGYUkrainian soldiers in combat haveaccess to Starlink satelliteinternet restrictedGEOPOLITICS ALPHA

Outage of terminals managed by Elon Musk’s SpaceX comes as Russia launches ballistic missiles at Ukraine without any advance warning from US Ukrainian soldiers in combat have suddenly had their access to Starlink satellite internet terminals restricted as the Trump administration has increased pressure on Ukraine to halt long-range strikes on Russia’s oil industry immediately. The terminals, which are distributed and managed by Elon Musk’s SpaceX, are a key component of Ukraine’s military operations and the sudden restrictions on the high-speed terminals on Tuesday evening led to the failure of several combat missions, said an adviser on military technology to Ukraine’s president, Volodymyr Zelenskyy. Continue reading...

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-6.7% 30d

    Defense contractors get more work when conflict spending rises. Linked by “ukraine + strike” in this story

  • XLE Energy Select Sector SPDR+7.4% 30d

    Energy prices move when Russian supply is at risk. Linked by “ukraine + strike” in this story

  • USO United States Oil Fund+8.2% 30d

    This fund moves with oil prices. Linked by “ukraine + strike” in this story

  • GLD SPDR Gold Shares-3.3% 30d

    Gold is a usual haven when a conflict or sanction escalates. Linked by “ukraine + strike” in this story

  • XAR SPDR S&P Aerospace & Defense ETF-10.2% 30d

    Defense contractors get more work when conflict spending rises. Linked by “military + missile” in this story

  • BNO United States Brent Oil Fund+14.2% 30d

    Tracks Brent, the global crude benchmark. Linked by “oil + high” in this story

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-0.22%+1.27%base+0.09%+1.36%+2.47%+1.74%
XLE-5.66%-3.14%base+0.65%-0.95%+1.56%+0.92%
USO-5.98%-3.16%base+0.36%+2.76%+5.66%+5.08%
GLDNo price data for this ticker———————
XARNo price data for this ticker———————
BNONo 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

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Outage of terminals managed by Elon Musk’s SpaceX comes as Russia launches ballistic missiles at Ukraine without any advance warning from US Ukrainian soldiers in combat have suddenly had their access to Starlink satellite internet termina…

Source: The Guardian

Energy

CompanyWhenMoveStatus
ITAthat day+0.09%final price
ITAthe next day+1.36%final price
ITAtwo days later+2.47%final price
ITAthree days later+1.74%final price
ITAthree days earlier+1.27%final price
ITAfive days earlier-0.22%final price
USOthat day+0.36%final price
USOthe next day+2.76%final price
USOtwo days later+5.66%final price
USOthree days later+5.08%final price
USOthree days earlier-3.16%final price
USOfive days earlier-5.98%final price
XLEthat day+0.65%final price
XLEthe next day-0.95%final price
XLEtwo days later+1.56%final price
XLEthree days later+0.92%final price
XLEthree days earlier-3.14%final price
XLEfive days earlier-5.66%final price
SPY
XLE

How solid the energy case looks

12 out of 100

“Ukrainian soldiers in combat have access to Starlink satellite internet restricted” scores 12 out of 100. The score uses 1 sources.