Geopolitics Alpha

Chinese EVs found back door into Western car markets – at 40% off MSRP

Published . Updated .

Chinese EVs found back door into Western car markets – at 40% off MSRP

The dumb oil war in Iran is driving up the cost of just about everything, including new cars. That’s giving...

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+4.7%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways+0.8%

    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

  • USO United States Oil Fund+8.2%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+7.4%

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin+14.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-2.2%

    Defense contractors get more work when conflict spending rises

  • XOM Exxon Mobil+11.0%

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines-3.8%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRONo price data for this ticker———————
INSWNo price data for this ticker———————
DHTNo price data for this ticker———————
TNKNo price data for this ticker———————
USONo price data for this ticker———————
XLENo price data for this ticker———————
LMTNo price data for this ticker———————
RTXNo price data for this ticker———————
XOMNo price data for this ticker———————
DALNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Chinese EVs found back door into Western car markets – at 40% off MSRP Electrek

Source: Electrek

This story

CompanyWhenMoveStatus
GLDthree days earlier+3.37%final price
GLDfive days earlier+3.56%final price
QQQthree days earlier+2.99%final price
QQQfive days earlier+2.00%final price
SPYthree days earlier+1.75%final price
SPYfive days earlier+0.89%final price
TLTthree days earlier-1.35%final price
TLTfive days earlier-2.31%final price

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This story

12 out of 100

“Chinese EVs found back door into Western car markets – at 40% off MSRP” scores 12 out of 100. The score uses 1 sources.