Geopolitics Alpha

Zelensky Offers Halt Russian Oil Strikes in Exchange for Patriot Missiles

Published . Updated .

Zelensky Offers Halt Russian Oil Strikes in Exchange for Patriot Missiles Kyiv Post

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

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

Zelensky Offers Halt Russian Oil Strikes in Exchange for Patriot Missiles Kyiv Post

Source: Kyiv Post

How solid the energy case looks

12 out of 100

“Zelensky Offers Halt Russian Oil Strikes in Exchange for Patriot Missiles” scores 12 out of 100. The score uses 1 sources.