Geopolitics Alpha

Who are the seafarers caught in the US-Israeli war on Iran?

Published . Updated .

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Who are the seafarers caught in the US-Israeli war on Iran?

International Maritime Organization records at least 25 deaths since the conflict started on February 28.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • USO United States Oil Fund-1.1% 30d

    United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story.

  • EIS iShares MSCI Israel ETF-4.5% 11d

    iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israeli”).

  • LMT Lockheed Martin+9.4% 30d

    Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “war” (defense) in this story.

  • RTX Rtx-2.0% 14d

    Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “war” (defense) in this story.

  • NOC Northrop Grumman+3.8% 30d

    Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “war” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA+3.67%+2.77%baseafter closeafter closeafter closeafter close
XAR+2.91%+0.53%baseafter closeafter closeafter closeafter close
USO+5.62%-2.06%baseafter closeafter closeafter closeafter close
BWET+35.08%+5.02%baseafter closeafter closeafter closeafter close
EIS+3.35%+0.97%baseafter closeafter closeafter closeafter close
LMT+13.41%+4.87%baseafter closeafter closeafter closeafter close
RTX+7.00%+4.71%baseafter closeafter closeafter closeafter close
NOC+5.74%-0.01%baseafter closeafter closeafter closeafter close

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.

Who are the seafarers caught in the US-Israeli war on Iran? Al Jazeera

Source: Al Jazeera

Defense

CompanyWhenMoveStatus
BWETthree days earlier+5.02%final price
BWETfive days earlier+35.08%final price
EISthree days earlier+0.97%final price
EISfive days earlier+3.35%final price
ITAthree days earlier+2.77%final price
ITAfive days earlier+3.67%final price
LMTthree days earlier+4.87%final price
LMTfive days earlier+13.41%final price
NOCthree days earlier-0.01%final price
NOCfive days earlier+5.74%final price
RTXthree days earlier+4.71%final price
RTXfive days earlier+7.00%final price
USOthree days earlier-2.06%final price
USOfive days earlier+5.62%final price
XARthree days earlier+0.53%final price
XARfive days earlier+2.91%final price

Defense

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 “Who are the seafarers caught in the US-Israeli war on Iran?” looks

12 out of 100

“Who are the seafarers caught in the US-Israeli war on Iran?” scores 12 out of 100. The score uses 1 sources.