Geopolitics Alpha

Saudi Aramco headquarters suffered extensive damage in Houthi attack, sources say

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Saudi Aramco headquarters suffered extensive damage in Houthi attack, sources say Reuters

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

  • 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———————
LMT———————
RTX———————
SBLK———————
GOGL———————
FRO———————
XLE———————

Saudi Aramco headquarters suffered extensive damage in Houthi attack, sources say Reuters

Source: Reuters

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How solid the defense case looks

12 out of 100

“Saudi Aramco headquarters suffered extensive damage in Houthi attack, sources say” scores 12 out of 100. The score uses 1 sources.