Geopolitics Alpha

Oil hits $110 as Houthi strikes, Russia-Ukraine attacks lift supply fears

Published . Updated .

Oil hits $110 as Houthi strikes, Russia-Ukraine attacks lift supply fears World Oil

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

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC———————
GSL———————
LMT———————
RTX———————
NOC———————
GD———————
SBLK———————
GOGL———————

Oil hits $110 as Houthi strikes, Russia-Ukraine attacks lift supply fears World Oil

Source: World Oil

The Red Sea count beside this story

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How solid the energy case looks

25 out of 100

“Oil hits $110 as Houthi strikes, Russia-Ukraine attacks lift supply fears” scores 25 out of 100. The score uses 2 sources.