Geopolitics Alpha

Taiwan cites Alaska LNG progress after Trump's 30% claim

Published . Updated .

ENERGYTaiwan cites Alaska LNG progressafter Trump's 30% claimGEOPOLITICS ALPHA

This report is about Semiconductors and Energy. Names like XOM and CVX typically gain because oil producers earn more when crude prices rise.

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA+0.6%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor-1.5%

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML-7.1%

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom-10.6%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • XOM Exxon Mobil+7.9%

    Oil producers earn more when crude prices rise

  • CVX Chevron+5.9%

    Oil producers earn more when crude prices rise

  • AMD AMD-1.6%

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials-12.6%

    Chip-equipment makers feel export controls

  • LRCX Lam Research-15.9%

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor-8.0%

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+5.53%+5.14%base-1.47%-0.11%-0.42%+2.10%
TSM+7.33%+5.35%base-2.33%-0.51%+0.68%+2.23%
ASML+7.35%+3.51%base-1.03%-0.70%-1.69%+1.12%
AVGO+5.01%+3.80%base-4.53%-2.80%-2.85%-1.86%
XOM-3.27%-0.37%base+2.45%+2.00%+1.81%+1.92%
CVX-3.36%-0.70%base+2.56%+2.33%+2.87%+3.37%
AMD+8.13%+7.70%base-5.94%-4.33%-4.95%-1.70%
AMAT+17.87%+7.88%base-4.85%-3.99%-5.81%-4.97%
LRCX+14.90%+8.63%base-4.88%-1.98%-5.07%-5.92%
SMH+7.97%+5.25%base-3.40%-1.88%-2.29%-0.41%

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

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Taiwan cites Alaska LNG progress after Trump's 30% claim Pipeline and Gas Journal

Source: Pipeline and Gas Journal

Energy

CompanyWhenMoveStatus
AMATthat day-4.85%final price
AMATthe next day-3.99%final price
AMATtwo days later-5.81%final price
AMATthree days later-4.97%final price
AMATthree days earlier+7.88%final price
AMATfive days earlier+17.87%final price
AMDthat day-5.94%final price
AMDthe next day-4.33%final price
AMDtwo days later-4.95%final price
AMDthree days later-1.70%final price
AMDthree days earlier+7.70%final price
AMDfive days earlier+8.13%final price
ASMLthat day-1.03%final price
ASMLthe next day-0.70%final price
ASMLtwo days later-1.69%final price
ASMLthree days later+1.12%final price
ASMLthree days earlier+3.51%final price
ASMLfive days earlier+7.35%final price
AVGOthat day-4.53%final price
AVGOthe next day-2.80%final price
AVGOtwo days later-2.85%final price
AVGOthree days later-1.86%final price
AVGOthree days earlier+3.80%final price
AVGOfive days earlier+5.01%final price
CVXthat day+2.56%final price
CVXthe next day+2.33%final price
CVXtwo days later+2.87%final price
CVXthree days later+3.37%final price
CVXthree days earlier-0.70%final price
CVXfive days earlier-3.36%final price
LRCXthat day-4.88%final price
LRCXthe next day-1.98%final price
LRCXtwo days later-5.07%final price
LRCXthree days later-5.92%final price
LRCXthree days earlier+8.63%final price
LRCXfive days earlier+14.90%final price
NVDAthat day-1.47%final price
NVDAthe next day-0.11%final price
NVDAtwo days later-0.42%final price
NVDAthree days later+2.10%final price
NVDAthree days earlier+5.14%final price
NVDAfive days earlier+5.53%final price
SMHthat day-3.40%final price
SMHthe next day-1.88%final price
SMHtwo days later-2.29%final price
SMHthree days later-0.41%final price
SMHthree days earlier+5.25%final price
SMHfive days earlier+7.97%final price
TSMthat day-2.33%final price
TSMthe next day-0.51%final price
TSMtwo days later+0.68%final price
TSMthree days later+2.23%final price
TSMthree days earlier+5.35%final price
TSMfive days earlier+7.33%final price
XOMthat day+2.45%final price
XOMthe next day+2.00%final price
XOMtwo days later+1.81%final price
XOMthree days later+1.92%final price
XOMthree days earlier-0.37%final price
XOMfive days earlier-3.27%final price
SPY
XLE

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How solid the energy case looks

12 out of 100

“Taiwan cites Alaska LNG progress after Trump's 30% claim” scores 12 out of 100. The score uses 1 sources.