Geopolitics Alpha

REV LNG and Siem Car Carriers to expand US fuelling infrastructure for lower-emission shipping

Published . Updated .

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ENERGYREV LNG and Siem Car Carriers toexpand US fuelling infrastructurefor lower-emission shippingGEOPOLITICS ALPHA

This report is about natural gas and container shipping.

Directly affected

  • No company is named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-19.6% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.

  • CARZ First Trust S-Network Future Vehicles & Technology ETF

    First Trust S-Network Future Vehicles & Technology ETF: it holds carmakers and parts makers. Linked by “car” (autos) in this story.

  • LNG Cheniere Energy+5.7% 30d

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.

  • ZIM ZIM Integrated Shipping Services-1.2% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • MATX Matson-3.7% 7d

    Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • EQT Eqt+5.1% 30d

    Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNG-1.94%-1.51%baseafter closeafter closeafter closeafter close
XLE+13.47%+8.12%baseafter closeafter closeafter closeafter close
BWET+38.94%+24.54%baseafter closeafter closeafter closeafter close
CARZ+0.00%+0.00%baseafter closeafter closeafter closeafter close
LNG+18.19%+11.32%baseafter closeafter closeafter closeafter close
ZIM+3.37%+6.77%baseafter closeafter closeafter closeafter close
MATX+4.82%+3.93%baseafter closeafter closeafter closeafter close
EQT+9.38%+7.16%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

REV LNG and Siem Car Carriers to expand US fuelling infrastructure for lower-emission shipping LNG Industry

Source: LNG Industry

Energy

CompanyWhenMoveStatus
BWETthree days earlier+24.54%final price
BWETfive days earlier+38.94%final price
CARZthree days earlier0.00%final price
CARZfive days earlier0.00%final price
EQTthree days earlier+7.16%final price
EQTfive days earlier+9.38%final price
LNGthree days earlier+11.32%final price
LNGfive days earlier+18.19%final price
MATXthree days earlier+3.93%final price
MATXfive days earlier+4.82%final price
UNGthree days earlier-1.51%final price
UNGfive days earlier-1.94%final price
XLEthree days earlier+8.12%final price
XLEfive days earlier+13.47%final price
ZIMthree days earlier+6.77%final price
ZIMfive days earlier+3.37%final price

Trades by members of Congress and officials in the stocks in this story

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

“REV LNG and Siem Car Carriers to expand US fuelling infrastructure for lower-emission shipping” scores 12 out of 100. The score uses 1 sources.