Geopolitics Alpha

Shipping and insurance costs for energy flows surge

Published . Updated .

Shipping and insurance costs for energy flows surge Business Insurance

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC-1.90%+0.47%—-2.61%-4.21%-6.00%-6.72%
GSL+0.44%+0.38%—-0.12%-4.86%-7.24%-8.79%
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
SBLK———————
GOGL+0.00%+0.00%—+0.00%+0.00%+0.00%+0.00%
OXY———————
COP-5.98%-2.44%—+2.44%+3.47%+3.03%+6.51%

Shipping and insurance costs for energy flows surge Business Insurance

Source: Business Insurance

Price since this story was published: Sonicshares Global Shipping Etf (BOAT)

Since the first closing price after “Shipping and insurance costs for energy flows surge,” Sonicshares Global Shipping Etf (BOAT) is -4.35%. The S&P 500 fund (SPY) is -0.40% over the same days, a -3.96% difference versus the market. industrial stocks (XLI) is -0.20%, a -4.16% difference versus that group of stocks.

CompanyWhenMoveStatus
COPthat day+2.44%final price
COPthe next day+3.47%final price
COPtwo days later+3.03%final price
COPthree days later+6.51%final price
COPthree days earlier-2.44%final price
COPfive days earlier-5.98%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
DACthat day-2.61%final price
DACthe next day-4.21%final price
DACtwo days later-6.00%final price
DACthree days later-6.72%final price
DACthree days earlier+0.47%final price
DACfive days earlier-1.90%final price
GOGLthat day0.00%final price
GOGLthe next day0.00%final price
GOGLtwo days later0.00%final price
GOGLthree days later0.00%final price
GOGLthree days earlier0.00%final price
GOGLfive days earlier0.00%final price
GSLthat day-0.12%final price
GSLthe next day-4.86%final price
GSLtwo days later-7.24%final price
GSLthree days later-8.79%final price
GSLthree days earlier+0.38%final price
GSLfive days earlier+0.44%final price
BOAT
SPY
XLI

Who gains and who loses around Sonicshares Global Shipping Etf (BOAT)

Companies carried with this story

  • BOAT Sonicshares Global Shipping Etf

    In “Shipping and insurance costs for energy flows surge,” Sonicshares Global Shipping Etf (BOAT) is linked, with no stored direction, medium confidence. Reason on file: Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations

  • ASC Ardmore Shipping

    Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Shipping and insurance costs for energy flows surge.” Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DSX Diana Shipping

    Diana Shipping (DSX) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Shipping and insurance costs for energy flows surge.” Reason on file: GA selected DSX as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ILPT Industrial Logistics Properties Trust

    In “Shipping and insurance costs for energy flows surge,” Industrial Logistics Properties Trust (ILPT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ILPT as a RELATED security because its canonical security name directly matches this event's themes: logistics. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ODFL Old Dominion Freight Line

    For “Shipping and insurance costs for energy flows surge,” Old Dominion Freight Line (ODFL) is linked, with no stored direction, medium confidence. Reason on file: GA selected ODFL as a RELATED security because its canonical security name directly matches this event's themes: freight. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ONEW OneWater Marine

    For “Shipping and insurance costs for energy flows surge,” OneWater Marine (ONEW) is linked, with no stored direction, medium confidence. Reason on file: GA selected ONEW as a RELATED security because its canonical security name directly matches this event's themes: marine. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ZIM ZIM Integrated Shipping Services

    For “Shipping and insurance costs for energy flows surge,” ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ZIM as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Sonicshares Global Shipping Etf (BOAT) and the shipping link

Sonicshares Global Shipping Etf (BOAT) is the company in “Shipping and insurance costs for energy flows surge,” the 13 Oct 2026 Shipping story.

Sonicshares Global Shipping Etf (BOAT) is on the page because Shipping-route or port disruption can alter freight capacity, rates, and carrier earnings expectations

Ardmore Shipping (ASC) is here too. Its reason reads: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Sonicshares Global Shipping Etf (BOAT), and the dates in the story

ASC traded between 17.21 and 20.50 across 20 sessions. The latest close on file is 18.50. BOAT traded between 50.36 and 55.24 across 20 sessions. The latest close on file is 51.63. DSX traded between 2.47 and 2.96 across 20 sessions. The latest close on file is 2.52.

A simple score for Sonicshares Global Shipping Etf (BOAT)

46 out of 100

“Shipping and insurance costs for energy flows surge” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.