Geopolitics Alpha

Qatari LNG Cargo Heads Through Red Sea to Europe in Rare Suez Run

Published . Updated .

Qatari LNG Cargo Heads Through Red Sea to Europe in Rare Suez Run Crude Oil Prices Today | OilPrice.com

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

  • 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

  • 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

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

Qatari LNG Cargo Heads Through Red Sea to Europe in Rare Suez Run Crude Oil Prices Today | OilPrice.com

Source: Crude Oil Prices Today | OilPrice.com

Where this story sits: Red Sea

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How solid the energy case looks

12 out of 100

“Qatari LNG Cargo Heads Through Red Sea to Europe in Rare Suez Run” scores 12 out of 100. The score uses 1 sources.