Geopolitics Alpha

Small-Scale LNG Carrier Fleet Reaches 140 Vessels as LNG Bunkering Demand and Type C Tank Adoption Reshape the Market

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Small-Scale LNG Carrier Fleet Reaches 140 Vessels as LNG Bunkering Demand and Type C Tank Adoption Reshape the Market

This report is about container shipping and natural gas.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

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

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “vessel” (container shipping) in this story.

  • UNG United States Natural Gas Fund-13.5% 30d

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

  • ZIM ZIM Integrated Shipping Services+4.7% 30d

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

  • MATX Matson-3.2% 13d

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

  • KEX Kirby-7.3% 30d

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

  • DAC Danaos

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

  • LNG Cheniere Energy+14.7% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET-4.39%-3.93%base-2.78%-10.37%-24.41%-28.03%
IYT-1.16%-1.02%base+1.76%+1.22%+4.18%+0.44%
UNG+5.45%+4.74%base-0.77%+0.44%+2.15%+1.98%
ZIM+4.03%+4.49%base-0.14%+3.29%+0.48%—
MATX+2.55%+2.06%base-1.12%-0.85%-5.91%-4.60%
KEX-6.43%+1.44%base-2.38%-2.06%-11.12%-17.10%
DAC+0.47%+0.95%base-1.95%-2.69%-2.87%—
LNG-8.99%-9.90%base-5.68%-5.81%-11.62%-14.69%

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.

Small-Scale LNG Carrier Fleet Reaches 140 Vessels as LNG Bunkering Demand and Type C Tank Adoption Reshape the Market www.imarinenews.com

Source: www.imarinenews.com

Energy

CompanyWhenMoveStatus
BWETthat day-2.78%final price
BWETthe next day-10.37%final price
BWETtwo days later-24.41%final price
BWETthree days later-28.03%final price
BWETthree days earlier-3.93%final price
BWETfive days earlier-4.39%final price
DACthat day-1.95%final price
DACthe next day-2.69%final price
DACtwo days later-2.87%final price
DACthree days earlier+0.95%final price
DACfive days earlier+0.47%final price
IYTthat day+1.76%final price
IYTthe next day+1.22%final price
IYTtwo days later+4.18%final price
IYTthree days later+0.44%final price
IYTthree days earlier-1.02%final price
IYTfive days earlier-1.16%final price
KEXthat day-2.38%final price
KEXthe next day-2.06%final price
KEXtwo days later-11.12%final price
KEXthree days later-17.10%final price
KEXthree days earlier+1.44%final price
KEXfive days earlier-6.43%final price
LNGthat day-5.68%final price
LNGthe next day-5.81%final price
LNGtwo days later-11.62%final price
LNGthree days later-14.69%final price
LNGthree days earlier-9.90%final price
LNGfive days earlier-8.99%final price
MATXthat day-1.12%final price
MATXthe next day-0.85%final price
MATXtwo days later-5.91%final price
MATXthree days later-4.60%final price
MATXthree days earlier+2.06%final price
MATXfive days earlier+2.55%final price
UNGthat day-0.77%final price
UNGthe next day+0.44%final price
UNGtwo days later+2.15%final price
UNGthree days later+1.98%final price
UNGthree days earlier+4.74%final price
UNGfive days earlier+5.45%final price
ZIMthat day-0.14%final price
ZIMthe next day+3.29%final price
ZIMtwo days later+0.48%final price
ZIMthree days earlier+4.49%final price
ZIMfive days earlier+4.03%final price

How solid the energy case looks

12 out of 100

“Small-Scale LNG Carrier Fleet Reaches 140 Vessels as LNG Bunkering Demand and Type C Tank Adoption Reshape the Market” scores 12 out of 100. The score uses 1 sources.