Geopolitics Alpha

Zelenskyy warns US’ Russia sanctions relief could reward Putin and fuel more attacks

Published . Updated .

Zelenskyy warns US’ Russia sanctions relief could reward Putin and fuel more attacks TRT World

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

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    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———————
XOM———————
WEAT———————
MOS———————

Zelenskyy warns US’ Russia sanctions relief could reward Putin and fuel more attacks TRT World

Source: TRT World

Defense

SPY
XLI

How solid the defense case looks

25 out of 100

“Zelenskyy warns US’ Russia sanctions relief could reward Putin and fuel more attacks” scores 25 out of 100. The score uses 2 sources.