Geopolitics Alpha

Oil prices rise as fresh Houthi strikes on Saudi targets rattle nerves

Published . Updated .

Oil prices rise as fresh Houthi strikes on Saudi targets rattle nerves Baird Maritime

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

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

Oil prices rise as fresh Houthi strikes on Saudi targets rattle nerves Baird Maritime

Source: Baird Maritime

Red Sea, seven days against thirty

Red Sea has 103 linked stories in the last 7 days and 103 in the last 30 on the page that also carries “Oil prices rise as fresh Houthi strikes on Saudi targets rattle nerves.” The recent pace is rising.

How solid the energy case looks

25 out of 100

“Oil prices rise as fresh Houthi strikes on Saudi targets rattle nerves” scores 25 out of 100. The score uses 2 sources.