U.S. Stocks That May Rise After the Ukraine War Ends – A Simple Guide
1. Understanding the Market Impact of the War Ending
The Ukraine war has significantly affected the global supply chain and energy markets, creating various ripple effects across the U.S. stock market. When a conflict drags on, commodity prices become unstable, business costs rise, and concerns about an economic slowdown intensify.
However, once the war fully ends, uncertainty quickly declines, which financial markets tend to react very positively to. Even the news of a peace agreement alone could trigger early movements in related sectors.
Industries such as energy, defense, infrastructure, and agriculture—those most directly affected by the war—may show strong recovery momentum once the conflict concludes.
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2. U.S. Companies Likely to Benefit as Energy and Commodity Markets Stabilize
During the war, volatile oil and natural gas prices placed heavy cost burdens on many companies. If the conflict ends, the energy market is expected to stabilize, allowing industries heavily affected by fuel costs—such as airlines, chemicals, and transportation—to improve quickly.
For example:
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Airlines: Delta Air Lines, American Airlines
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Logistics: UPS, FedEx
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Retail: Walmart, Target
These companies may see earnings improvements as fuel-related expenses decline.
Lower commodity prices may also benefit:
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Automakers: Tesla, GM
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Heavy machinery: Caterpillar (CAT)
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Materials companies: 3M, DuPont
The end of the war could simultaneously normalize supply chains and reduce costs, meaning sectors tied to the real economy may be among the first to react.
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3. European Reconstruction Could Boost U.S. Infrastructure and Tech Companies
Once the war ends, Europe is expected to launch large-scale reconstruction projects. Historically, post-war periods have involved years of rebuilding infrastructure, communications networks, utilities, and energy systems. This creates long-term growth opportunities for related companies.
Potential beneficiaries include:
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Infrastructure & construction equipment: Caterpillar (CAT), Deere (DE), United Rentals (URI)
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Telecom & semiconductor companies involved in rebuilding networks: Qualcomm (QCOM), Cisco (CSCO), Broadcom (AVGO)
Since reconstruction is a multi-year effort rather than a short-term event, these sectors could see sustained demand over the long run.
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4. Defense Stocks May See Short-Term Pullbacks but Long-Term Demand Could Remain Strong
You might expect defense companies to decline once the war ends. However, the actual trend could be different.
Many countries have recognized the need to strengthen their defense capabilities, which means global defense budgets may continue rising—even after peace is achieved.
Short term, stocks like:
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Lockheed Martin (LMT)
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Northrop Grumman (NOC)
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Raytheon (RTX)
may experience a pullback as the “war premium” fades.
But over the next five years or more, global military spending is likely to remain elevated, making defense stocks still noteworthy from a long-term investment perspective.
Because each sector reacts differently, it’s important to distinguish between short-term price movement and mid- to long-term trends when evaluating investment opportunities after the war ends.
*This post contains affiliate links. As an Amazon Associate I earn from qualifying purchases.
*The geopolitical and economic information presented in this article may change over time.
*This content is intended for general informational purposes only and should not be interpreted as financial advice. All investment decisions are the sole responsibility of the reader.

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