Geopolitics Alpha

Mexico slashes Maya OSP to USGC as exports falter

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Mexico slashes Maya OSP to USGC as exports falter Quantum Commodity Intelligence

Directly affected

  • QMCO Quantum

    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

Price reaction, T-5 to T+3

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

Mexico slashes Maya OSP to USGC as exports falter Quantum Commodity Intelligence

Source: Quantum Commodity Intelligence

How solid “Mexico slashes Maya OSP to USGC as exports falter” looks

12 out of 100

“Mexico slashes Maya OSP to USGC as exports falter” scores 12 out of 100. The score uses 1 sources.