Geopolitics Alpha

US Copper Stockpiles Pile Up Ahead Of Possible Tariffs

Published . Updated .

This report is about Sanctions and China tariffs. Names like LMT typically gain because defense contractors get more work when conflict spending rises.

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

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • XLB Materials Select Sector SPDR

    A fund of materials companies

  • GLD SPDR Gold Shares

    Gold miners and the metal move together

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
XLE———————
USO———————
AAPL———————
NKE———————
XLB———————
GLD———————

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US Copper Stockpiles Pile Up Ahead Of Possible Tariffs Finimize

Source: Finimize

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How solid “US Copper Stockpiles Pile Up Ahead Of Possible Tariffs” looks

12 out of 100

“US Copper Stockpiles Pile Up Ahead Of Possible Tariffs” scores 12 out of 100. The score uses 1 sources.