Geopolitics Alpha

Kyrgyzstan Considers Tightening Coal Export Controls to Prevent Shortages

Published . Updated .

GEOPOLITICS ALPHAKyrgyzstan Considers TighteningCoal Export Controls to PreventShortagesGEOPOLITICS ALPHA

This report is about coal and semiconductors.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XME SPDR S&P Metals & Mining ETF-11.3% 30d

    SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story.

  • SMH VanEck Semiconductor ETF-12.3% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.

  • ASML ASML Holding N.V+1.0% 18d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.

  • NVDA Nvidia-9.9% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.

  • TSM Taiwan Semiconductor Manufacturing-8.8% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.

  • BTU Peabody Energy-18.8% 30d

    Peabody Energy (bituminous coal and lignite surface mining): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.

  • CNR Core Natural Resources-4.3% 30d

    Core Natural Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.

  • AVGO Broadcom-10.1% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XMENo price data for this ticker———————
SMH+3.57%+8.65%baseafter closeafter closeafter closeafter close
ASML+1.58%+6.31%baseafter closeafter closeafter closeafter close
NVDA+5.49%+5.17%baseafter closeafter closeafter closeafter close
TSM+4.53%+8.29%baseafter closeafter closeafter closeafter close
BTUNo price data for this ticker———————
CNRNo price data for this ticker———————
AVGO+0.96%+7.89%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

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Kyrgyzstan Considers Tightening Coal Export Controls to Prevent Shortages Caspian Post

Source: Caspian Post

This story

CompanyWhenMoveStatus
ASMLthree days earlier+6.31%final price
ASMLfive days earlier+1.58%final price
AVGOthree days earlier+7.89%final price
AVGOfive days earlier+0.96%final price
NVDAthree days earlier+5.17%final price
NVDAfive days earlier+5.49%final price
SMHthree days earlier+8.65%final price
SMHfive days earlier+3.57%final price
TSMthree days earlier+8.29%final price
TSMfive days earlier+4.53%final price

Congressional trades 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).

This story

12 out of 100

“Kyrgyzstan Considers Tightening Coal Export Controls to Prevent Shortages” scores 12 out of 100. The score uses 1 sources.