Geopolitics Alpha

Rising Ocean Freight Raises Costs for U.S. Grain

Published . Updated .

SHIPPINGRising Ocean Freight Raises Costsfor U.S. GrainGEOPOLITICS ALPHA

This report is about Shipping. Names like DAC and GSL typically gain because ship owners earn more when vessels are tied up longer.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson-5.7%

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos+3.4%

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease-8.6%

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers-6.6%

    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———————
SBLK———————
GOGL———————

Market Call

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Rising Ocean Freight Raises Costs for U.S. Grain RFD-TV

Source: RFD-TV

How solid the shipping case looks

12 out of 100

“Rising Ocean Freight Raises Costs for U.S. Grain” scores 12 out of 100. The score uses 1 sources.