Geopolitics Alpha

Havila Shipping ASA: Equinor Energy AS has exercised one year option for the PSV vessels Havila Charisma and Havila Foresight

Published . Updated .

SHIPPINGHavila Shipping ASA: EquinorEnergy AS has exercised one yearoption for the PSV vessels Havila…GEOPOLITICS ALPHA

This report is about Shipping and Energy. Names like DAC and GSL typically gain because ship owners earn more when vessels are tied up longer.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping-1.2%

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson-5.7%

    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-8.5%

    Ship owners earn more when vessels are tied up longer

  • XOM Exxon Mobil+11.0%

    Oil producers earn more when crude prices rise

  • CVX Chevron+9.9%

    Oil producers earn more when crude prices rise

  • SBLK Star Bulk Carriers-6.2%

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • OXY Occidental Petroleum+3.8%

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips+11.7%

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM-1.23%-0.66%baseafter closeafter closeafter closeafter close
MATX+1.35%+2.85%baseafter closeafter closeafter closeafter close
DAC-1.41%+0.02%baseafter closeafter closeafter closeafter close
GSL-2.52%-0.04%baseafter closeafter closeafter closeafter close
XOM-2.72%-2.80%baseafter closeafter closeafter closeafter close
CVX-3.75%-2.77%baseafter closeafter closeafter closeafter close
SBLK-3.12%-0.53%baseafter closeafter closeafter closeafter close
GOGL+11.63%+11.63%baseafter closeafter closeafter closeafter close
OXY-2.23%-2.27%baseafter closeafter closeafter closeafter close
COP-3.70%-3.40%baseafter closeafter closeafter closeafter close

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

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Havila Shipping ASA: Equinor Energy AS has exercised one year option for the PSV vessels Havila Charisma and Havila Foresight Energy Digital

Source: Energy Digital

Shipping

CompanyWhenMoveStatus
COPthree days earlier-3.40%final price
COPfive days earlier-3.70%final price
CVXthree days earlier-2.77%final price
CVXfive days earlier-3.75%final price
DACthree days earlier+0.02%final price
DACfive days earlier-1.41%final price
GOGLthree days earlier+11.63%final price
GOGLfive days earlier+11.63%final price
GSLthree days earlier-0.04%final price
GSLfive days earlier-2.52%final price
MATXthree days earlier+2.85%final price
MATXfive days earlier+1.35%final price
OXYthree days earlier-2.27%final price
OXYfive days earlier-2.23%final price
SBLKthree days earlier-0.53%final price
SBLKfive days earlier-3.12%final price
XOMthree days earlier-2.80%final price
XOMfive days earlier-2.72%final price
ZIMthree days earlier-0.66%final price
ZIMfive days earlier-1.23%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid the shipping case looks

12 out of 100

“Havila Shipping ASA: Equinor Energy AS has exercised one year option for the PSV vessels Havila Charisma and Havila Foresight” scores 12 out of 100. The score uses 1 sources.