Soaring Oil Freight Is Becoming a Risk to Fuel Supply
Published . Updated .
This report is about Shipping and Energy. 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-1.2%
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
Ship owners earn more when vessels are tied up longer
- GSL Global Ship Lease-8.5%
Ship owners earn more when vessels are tied up longer
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- SBLK Star Bulk Carriers-6.2%
Dry-bulk carriers move with commodity shipping demand
- GOGL Golden Ocean
Dry-bulk carriers move with commodity shipping demand
- OXY Occidental Petroleum+3.8%
Oil producers earn more when crude prices rise
- COP ConocoPhillips+11.7%
Oil producers earn more when crude prices rise
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ZIM | -1.49% | -1.49% | base | -1.94% | -3.01% | -4.04% | -4.78% |
| MATX | -5.33% | -3.88% | base | -0.10% | +0.82% | -0.21% | -1.54% |
| DAC | -0.20% | +2.35% | base | -1.65% | -3.49% | -4.23% | -5.58% |
| GSL | -1.12% | -1.40% | base | -4.74% | -7.13% | -8.68% | -9.83% |
| XOM | -5.76% | -2.91% | base | +1.66% | +0.37% | +2.83% | +2.38% |
| CVX | -5.81% | -2.68% | base | +1.96% | +0.71% | +3.29% | +3.06% |
| SBLK | -0.25% | -0.29% | base | -3.46% | -6.04% | -6.73% | -5.76% |
| GOGL | +0.00% | +0.00% | base | +0.00% | +0.00% | +0.00% | +0.00% |
| OXY | -5.58% | -2.52% | base | -0.37% | -1.59% | +1.20% | +1.75% |
| COP | -7.85% | -4.82% | base | +1.01% | +0.58% | +3.97% | +3.07% |
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.
Market Call
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Soaring Oil Freight Is Becoming a Risk to Fuel Supply Bloomberg.com
Source: Bloomberg
Energy
| Company | When | Move | Status |
|---|---|---|---|
| COP | that day | +1.01% | final price |
| COP | the next day | +0.58% | final price |
| COP | two days later | +3.97% | final price |
| COP | three days later | +3.07% | final price |
| COP | three days earlier | -4.82% | final price |
| COP | five days earlier | -7.85% | final price |
| CVX | that day | +1.96% | final price |
| CVX | the next day | +0.71% | final price |
| CVX | two days later | +3.29% | final price |
| CVX | three days later | +3.06% | final price |
| CVX | three days earlier | -2.68% | final price |
| CVX | five days earlier | -5.81% | final price |
| DAC | that day | -1.65% | final price |
| DAC | the next day | -3.49% | final price |
| DAC | two days later | -4.23% | final price |
| DAC | three days later | -5.58% | final price |
| DAC | three days earlier | +2.35% | final price |
| DAC | five days earlier | -0.20% | final price |
| GOGL | that day | 0.00% | final price |
| GOGL | the next day | 0.00% | final price |
| GOGL | two days later | 0.00% | final price |
| GOGL | three days later | 0.00% | final price |
| GOGL | three days earlier | 0.00% | final price |
| GOGL | five days earlier | 0.00% | final price |
| GSL | that day | -4.74% | final price |
| GSL | the next day | -7.13% | final price |
| GSL | two days later | -8.68% | final price |
| GSL | three days later | -9.83% | final price |
| GSL | three days earlier | -1.40% | final price |
| GSL | five days earlier | -1.12% | final price |
| MATX | that day | -0.10% | final price |
| MATX | the next day | +0.82% | final price |
| MATX | two days later | -0.21% | final price |
| MATX | three days later | -1.54% | final price |
| MATX | three days earlier | -3.88% | final price |
| MATX | five days earlier | -5.33% | final price |
| OXY | that day | -0.37% | final price |
| OXY | the next day | -1.59% | final price |
| OXY | two days later | +1.20% | final price |
| OXY | three days later | +1.75% | final price |
| OXY | three days earlier | -2.52% | final price |
| OXY | five days earlier | -5.58% | final price |
| SBLK | that day | -3.46% | final price |
| SBLK | the next day | -6.04% | final price |
| SBLK | two days later | -6.73% | final price |
| SBLK | three days later | -5.76% | final price |
| SBLK | three days earlier | -0.29% | final price |
| SBLK | five days earlier | -0.25% | final price |
| XOM | that day | +1.66% | final price |
| XOM | the next day | +0.37% | final price |
| XOM | two days later | +2.83% | final price |
| XOM | three days later | +2.38% | final price |
| XOM | three days earlier | -2.91% | final price |
| XOM | five days earlier | -5.76% | final price |
| ZIM | that day | -1.94% | final price |
| ZIM | the next day | -3.01% | final price |
| ZIM | two days later | -4.04% | final price |
| ZIM | three days later | -4.78% | final price |
| ZIM | three days earlier | -1.49% | final price |
| ZIM | five days earlier | -1.49% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 44 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 75 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 24 Jul 2026. That is 82 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 21 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Chevron (CVX), worth $15,001 - $50,000 on 26 Aug 2026. That is 49 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Occidental Petroleum (OXY), worth $100,001 - $250,000 on 21 Aug 2026. That is 54 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 26 Aug 2026. That is 49 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Conocophillips (COP) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 51 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Conocophillips (COP), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 54 days before publication. Filed 8 Oct 2026. View the filing.
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 “Soaring Oil Freight Is Becoming a Risk to Fuel Supply” looks
38 out of 100
“Soaring Oil Freight Is Becoming a Risk to Fuel Supply” scores 38 out of 100. The score uses 3 sources.