Geopolitics Alpha

From Ukraine to the Strait of Hormuz, the second energy crisis in five years is undermining resistance to the green transition

Published . Updated .

From Ukraine to the Strait of Hormuz, the second energy crisis in five years is undermining resistance to the green transition EL PAÍS English

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

  • USO United States Oil Fund

    Tracks U.S. crude prices when Gulf supply is at risk

  • XLE Energy Select Sector SPDR

    Energy companies move with a Gulf supply scare

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • 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———————
USO———————
XLE———————
LMT———————
RTX———————
NOC———————
DAL———————

From Ukraine to the Strait of Hormuz, the second energy crisis in five years is undermining resistance to the green transition EL PAÍS English

Source: EL PAÍS English

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Strait of Hormuz has 198 linked stories in the last 7 days and 198 in the last 30 on the page that also carries “From Ukraine to the Strait of Hormuz, the second energy crisis in five years is undermining resistance to the green transition.” The recent pace is rising.

How solid the shipping case looks

25 out of 100

“From Ukraine to the Strait of Hormuz, the second energy crisis in five years is undermining resistance to the green transition” scores 25 out of 100. The score uses 2 sources.