Geopolitics Alpha

Is the Red Sea safe for shipping?

Published . Updated .

This report is about Red Sea and Shipping. Names like ZIM and MATX typically gain because container lines are exposed when a shipping lane is disrupted.

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

  • FRO Frontline

    Longer voyages raise tanker earnings when ships avoid the Red Sea

  • XLE Energy Select Sector SPDR

    Energy prices move when a shipping lane is disrupted

Price reaction, T-5 to T+3

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

Is the Red Sea safe for shipping? Seatrade Maritime News

Source: Seatrade Maritime News

The Red Sea count beside this story

Red Sea has 112 linked stories in the last 7 days and 112 in the last 30 on the page that also carries “Is the Red Sea safe for shipping?.” The recent pace is rising.

How solid the shipping case looks

12 out of 100

“Is the Red Sea safe for shipping?” scores 12 out of 100. The score uses 1 sources.