NNN Explains: Saudi-Houthi Conflict
Published . Updated .
NNN Explains: Saudi-Houthi Conflict Jessica Yellin | Substack
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
- LMT Lockheed Martin
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- 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
NNN Explains: Saudi-Houthi Conflict Jessica Yellin | Substack
Source: Jessica Yellin | Substack
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