Geopolitics Alpha

Wes Streeting urges US to back Ukraine on visit to Washington after Starlink row

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UK defence secretary trying to cool tensions and is arguing it is in America’s economic interests to support Kyiv Wes Streeting urged the US to stand by Ukraine on his visit to the American capital and sought to cool tensions between the two countries in the wake of the Starlink row that is threatening to set back Kyiv’s war effort. The British defence secretary, giving a speech before a meeting with his US counterpart, Pete Hegseth, argued that supporting Ukraine was in the long-term interests of Washington – and a business opportunity. Continue reading...

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

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

  • CF CF Industries

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
WEAT———————
MOS———————
CF———————

UK defence secretary trying to cool tensions and is arguing it is in America’s economic interests to support Kyiv Wes Streeting urged the US to stand by Ukraine on his visit to the American capital and sought to cool tensions between the t…

Source: The Guardian

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“Wes Streeting urges US to back Ukraine on visit to Washington after Starlink row” scores 12 out of 100. The score uses 1 sources.