Geopolitics Alpha

Ethanol production and stocks up as exports dip

Published . Updated .

Ethanol production and stocks up as exports dip Brownfield Ag News

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC———————
GSL———————
SBLK———————
GOGL———————

Ethanol production and stocks up as exports dip Brownfield Ag News

Source: Brownfield Ag News

Shipping

SPY
XLI

How solid the shipping case looks

12 out of 100

“Ethanol production and stocks up as exports dip” scores 12 out of 100. The score uses 1 sources.