Geopolitics Alpha

QatarEnergy Signs Long-Term Deal to Buy U.S. LNG as Iran War Disrupts Exports

Published . Updated .

ENERGYQatarEnergy Signs Long-Term Dealto Buy U.S. LNG as Iran WarDisrupts ExportsGEOPOLITICS ALPHA

This report is about Tanker rates and Iran. Names like FRO and INSW typically gain because tanker operators earn more when freight rates spike.

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline+1.5%

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • USO United States Oil Fund+0.9%

    Oil prices move when Iranian supply is at risk

  • XLE Energy Select Sector SPDR+4.9%

    Energy companies move with Iran supply risk

  • LMT Lockheed Martin+4.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines-0.7%

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
USO———————
XLE———————
LMT———————
RTX———————
ZIM———————
DAL———————

Market Call

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QatarEnergy Signs Long-Term Deal to Buy U.S. LNG as Iran War Disrupts Exports gCaptain

Source: gCaptain

Energy

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

“QatarEnergy Signs Long-Term Deal to Buy U.S. LNG as Iran War Disrupts Exports” scores 12 out of 100. The score uses 1 sources.