UNP

Union Pacific Corporation

Date

Oct 10

US waives sanctions on Russian diesel, which could trim fuel costs at Union Pacific

The US Treasury waived sanctions on Russian diesel sales through April 7, 2027. US refiners, which earned record margins on scarce diesel, felt it first. The link runs further, to heavy diesel buyers like Union Pacific, if the promised fuel actually arrives.

Good for ↑UNP

BloombergOct 10

Apr 12

News

Economic chokepoint weaponization forces US to rebuild supply chain redundancy

Chokepoint weaponization drives US supply chain hardening, benefiting industrial infrastructure, logistics, and defense contractors.

Good for ↑CSXUNPRTX

The Washington PostApr 12

Industrials

Big event