Geopolitics Alpha

Why Easing Sanctions on Russian Diesel Is Unlikely to Lower Fuel Costs

Published . Updated .

President Trump’s deal with Russia will probably not lower diesel prices that have soared because of his war with Iran and Ukrainian attacks on Russian refineries.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • USO United States Oil Fund

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with Iran supply risk

  • 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

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
LMT———————
RTX———————
NOC———————
DAL———————

President Trump’s deal with Russia will probably not lower diesel prices that have soared because of his war with Iran and Ukrainian attacks on Russian refineries.

Source: The New York Times

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“Why Easing Sanctions on Russian Diesel Is Unlikely to Lower Fuel Costs” scores 12 out of 100. The score uses 1 sources.