Geopolitics Alpha

Global Grain Trade Shifts Toward New Shipping Routes as Freight Costs and Risks Rise

Published . Updated .

Global Grain Trade Shifts Toward New Shipping Routes as Freight Costs and Risks Rise AgroLatam

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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

  • GD General Dynamics

    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

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ZIM———————
MATX———————
ITA———————
BA———————
LHX———————
HII———————

Global Grain Trade Shifts Toward New Shipping Routes as Freight Costs and Risks Rise AgroLatam

Source: AgroLatam

How solid the defense case looks

12 out of 100

“Global Grain Trade Shifts Toward New Shipping Routes as Freight Costs and Risks Rise” scores 12 out of 100. The score uses 1 sources.