Geopolitics Alpha

Asian LNG Prices Jump to Highest Since 2022 on Tanker Strikes

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Asian LNG Prices Jump to Highest Since 2022 on Tanker Strikes Bloomberg.com

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
LMT———————
RTX———————
ZIM———————
MATX———————
XOM———————
DAL———————

Asian LNG Prices Jump to Highest Since 2022 on Tanker Strikes Bloomberg.com

Source: Bloomberg

How solid the energy case looks

12 out of 100

“Asian LNG Prices Jump to Highest Since 2022 on Tanker Strikes” scores 12 out of 100. The score uses 1 sources.