How A Strait Of Hormuz Shock Could Ignite A Surge In Energy And Defense ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 23 2025
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Should l Buy LMT?
Source: Benzinga
Geopolitical Tensions and Oil Prices: The Strait of Hormuz is facing increased geopolitical pressure, leading to significant spikes in oil ETFs like USO and BNO, following U.S. airstrikes on Iranian nuclear facilities. Experts warn that oil prices could reach $100 per barrel if Iran retaliates.
Investment Shifts Towards Energy and Defense ETFs: Investors are pivoting towards energy-oriented ETFs amid rising oil prices and defense ETFs due to escalating geopolitical risks, with funds like ITA and XAR gaining attention as potential beneficiaries of increased military spending.
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Analyst Views on LMT
Wall Street analysts forecast LMT stock price to rise
12 Analyst Rating
4 Buy
7 Hold
1 Sell
Hold
Current: 514.260
Low
430.00
Averages
535.50
High
605.00
Current: 514.260
Low
430.00
Averages
535.50
High
605.00
About LMT
Lockheed Martin Corporation is a global aerospace and defense company. The Company is engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems, products and services. Its segments include Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS) and Space. Aeronautics segment is engaged in the research, design, development, manufacture, integration, sustainment, support and upgrade of advanced military aircraft. MFC segment provides air and missile defense systems, manned and unmanned ground vehicles, energy management solutions, and others. RMS segment designs, manufactures, services and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, and others. Its Space segment is engaged in the research and design, development, engineering and production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Development Plans: Taiwan aims to deploy at least two locally produced submarines by 2027, with a vision of ultimately fielding a fleet of eight vessels, although the delivery of Narwhal has been delayed to 2024, reflecting Taiwan's strategic resolve in the face of China's naval strength.
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