Geopolitics Alpha

MOL delivers WAPS-equipped LNG dual-fuel coal carrier

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MOL delivers WAPS-equipped LNG dual-fuel coal carrier

Mitsui O.S.K. Lines, Ltd has announced the delivery and entry into service of an LNG dual-fuel coal carrier equipped with a wind-assisted propulsion system, constructed for Kansai Electric Power Co., Inc.

Directly affected

  • No company is named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-11.9% 30d

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

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • XME SPDR S&P Metals & Mining ETF-8.3% 30d

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

  • BTU Peabody Energy-21.2% 30d

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

  • LNG Cheniere Energy+18.9% 30d

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.

  • CNR Core Natural Resources-4.2% 30d

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

  • EQT Eqt+2.5% 30d

    Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.

  • KMI Kinder Morgan+4.2% 7d

    Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNGNo price data for this ticker———————
XLE-0.12%+1.60%base+0.34%+0.71%after closeafter close
XMENo price data for this ticker———————
BTUNo price data for this ticker———————
LNGNo price data for this ticker———————
CNRNo price data for this ticker———————
EQTNo price data for this ticker———————
KMINo price data for this ticker———————

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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MOL delivers WAPS-equipped LNG dual-fuel coal carrier LNG Industry

Source: LNG Industry

Energy

CompanyWhenMoveStatus
XLEthat day+0.34%final price
XLEthe next day+0.71%final price
XLEthree days earlier+1.60%final price
XLEfive days earlier-0.12%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 energy case looks

12 out of 100

“MOL delivers WAPS-equipped LNG dual-fuel coal carrier” scores 12 out of 100. The score uses 1 sources.