Geopolitics Alpha

Russia–Ukraine war: news and affected stocks

The Russia–Ukraine war affects energy, grain, fertilizer and defense markets. This page follows the war's news and the companies and commodities most tied to it.

Key tickers

Latest russia–ukraine war news

Congressional trades in these tickers

MemberTickerSideAmountTradedFiledSource
Kevin Hern (R)LMTsell$15,001 - $50,0002026-09-232026-10-13Filing
Kevin Hern (R)LMTsell$15,001 - $50,0002026-09-232026-10-13Filing
Kevin Hern (R)LMTsell$15,001 - $50,0002026-09-172026-10-13Filing
Kevin Hern (R)LMTsell$15,001 - $50,0002026-09-022026-09-25Filing
Kevin Hern (R)LMTsell$15,001 - $50,0002026-09-022026-09-25Filing
Kevin Hern (R)XOMsell$100,001 - $250,0002026-08-312026-09-25Filing
Donald J TrumpXOMbuy$250,001 - $500,0002026-07-312026-09-22Filing
Donald J TrumpXOMsell$1,001 - $15,0002026-07-172026-09-22Filing
Donald J TrumpRTXsell$100,001 - $250,0002024-07-312026-09-22Filing
Donald J TrumpLMTsell$100,001 - $250,0002024-07-312026-09-22Filing
Donald J TrumpXOMsell$1,001 - $15,0002024-07-242026-09-22Filing
Donald J TrumpRTXbuy$15,001 - $50,0002024-07-082026-09-22Filing
Donald J TrumpLMTbuy$1,001 - $15,0002026-06-232026-08-22Filing
Donald J TrumpXOMbuy$1,001 - $15,0002026-06-232026-08-22Filing
Donald J TrumpLMTsell$15,001 - $50,0002026-06-162026-08-22Filing

Frequently asked questions

How has the war affected markets?

It pushed up energy, grain and fertilizer prices and lifted defense spending in Europe and the US.

Which assets are most exposed?

European gas, wheat and corn, fertilizer makers, and defense contractors have been most sensitive to war news.

How current is this page?

The list below updates automatically as new notes are published.