Geopolitics Alpha

Global Grain Freight Costs Surge as Shipping Disruptions Threaten U.S. Export Competitiveness

Published . Updated .

Global Grain Freight Costs Surge as Shipping Disruptions Threaten U.S. Export Competitiveness AgroLatam

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———————

Global Grain Freight Costs Surge as Shipping Disruptions Threaten U.S. Export Competitiveness AgroLatam

Source: AgroLatam

Shipping

SPY
XLI

How solid the shipping case looks

12 out of 100

“Global Grain Freight Costs Surge as Shipping Disruptions Threaten U.S. Export Competitiveness” scores 12 out of 100. The score uses 1 sources.