Geopolitics Alpha

Maersk’s 26-Ship LNG Order Adds Nearly Half a Million TEU to Newbuilding Pipeline

Published . Updated .

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ENERGYMaersk’s 26-Ship LNG Order AddsNearly Half a Million TEU toNewbuilding PipelineAMKBYGEOPOLITICS ALPHA

This report is about container shipping and natural gas.

Directly affected

  • AMKBY A.P. Moller-Maersk (CPH: MAERSK-B)

    Named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “teu” (container shipping) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “teu” (container shipping) in this story.

  • UNG United States Natural Gas Fund-19.6% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • AMLP Alerian MLP ETF-1.7% 30d

    Alerian MLP ETF: it holds pipeline operators. Linked by “pipeline” (pipelines) in this story.

  • ZIM ZIM Integrated Shipping Services-2.1% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “teu” (container shipping) in this story.

  • MATX Matson-3.7% 7d

    Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “teu” (container shipping) in this story.

  • KEX Kirby-7.5% 30d

    Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “teu” (container shipping) in this story.

  • GSL Global Ship Lease-8.5% 30d

    Global Ship Lease (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “teu” (container shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AMKBYNon-US listing (OTC); price checks may stay empty———————
BWET+32.30%+28.62%base-2.09%after closeafter closeafter close
IYT-4.08%-2.32%base-2.16%after closeafter closeafter close
UNG-1.02%-2.91%base+0.97%after closeafter closeafter close
AMLPNo price data for this ticker———————
ZIM+2.49%-0.61%base-2.54%after closeafter closeafter close
MATX+7.82%+5.10%base+5.97%after closeafter closeafter close
KEX+13.99%+9.83%base-2.18%after closeafter closeafter close
GSL+5.45%+0.29%base-0.97%after 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.

Maersk’s 26-Ship LNG Order Adds Nearly Half a Million TEU to Newbuilding Pipeline gCaptain

Source: gCaptain

Energy

CompanyWhenMoveStatus
BWETthat day-2.09%still updating
BWETthree days earlier+28.62%final price
BWETfive days earlier+32.30%final price
GSLthat day-0.97%still updating
GSLthree days earlier+0.29%final price
GSLfive days earlier+5.45%final price
IYTthat day-2.16%still updating
IYTthree days earlier-2.32%final price
IYTfive days earlier-4.08%final price
KEXthat day-2.18%still updating
KEXthree days earlier+9.83%final price
KEXfive days earlier+13.99%final price
MATXthat day+5.97%still updating
MATXthree days earlier+5.10%final price
MATXfive days earlier+7.82%final price
UNGthat day+0.97%still updating
UNGthree days earlier-2.91%final price
UNGfive days earlier-1.02%final price
ZIMthat day-2.54%still updating
ZIMthree days earlier-0.61%final price
ZIMfive days earlier+2.49%final price

How solid the energy case looks

12 out of 100Price not final

“Maersk’s 26-Ship LNG Order Adds Nearly Half a Million TEU to Newbuilding Pipeline” scores 12 out of 100. The score uses 1 sources. The price is not final yet.