Geopolitics Alpha

Taiwan cites progress on Alaska LNG after Trump says it will buy 30% of output

Published . Updated .

ENERGYTaiwan cites progress on AlaskaLNG after Trump says it will buy30% of outputGEOPOLITICS 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+0.0%

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

  • TSM Taiwan Semiconductor-0.0%

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML-7.1%

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom-6.7%

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

  • 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

  • AMD AMD+4.6%

    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-2.5%

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+4.10%+2.24%base-1.88%-3.33%-1.99%-2.29%
TSM+6.50%+3.35%base-1.81%-4.09%-2.31%-1.14%
ASML+7.37%+6.14%base+0.56%-0.49%-0.14%-1.14%
AVGO+3.96%+2.44%base-0.59%-5.10%-3.38%-3.43%
XOM-4.76%-2.71%base-1.27%+1.15%+0.71%+0.51%
CVX-4.74%-3.18%base-1.22%+1.31%+1.08%+1.61%
AMD+8.73%+4.09%base-1.54%-7.39%-5.80%-6.42%
AMAT+14.07%+11.40%base-3.70%-8.37%-7.54%-9.30%
LRCX+11.84%+7.93%base-3.23%-7.96%-5.14%-8.14%
SMH+7.35%+4.51%base-1.11%-4.47%-2.97%-3.37%

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 progress on Alaska LNG after Trump says it will buy 30% of output Mining Weekly

Source: Mining Weekly

Energy

CompanyWhenMoveStatus
AMATthat day-3.70%final price
AMATthe next day-8.37%final price
AMATtwo days later-7.54%final price
AMATthree days later-9.30%final price
AMATthree days earlier+11.40%final price
AMATfive days earlier+14.07%final price
AMDthat day-1.54%final price
AMDthe next day-7.39%final price
AMDtwo days later-5.80%final price
AMDthree days later-6.42%final price
AMDthree days earlier+4.09%final price
AMDfive days earlier+8.73%final price
ASMLthat day+0.56%final price
ASMLthe next day-0.49%final price
ASMLtwo days later-0.14%final price
ASMLthree days later-1.14%final price
ASMLthree days earlier+6.14%final price
ASMLfive days earlier+7.37%final price
AVGOthat day-0.59%final price
AVGOthe next day-5.10%final price
AVGOtwo days later-3.38%final price
AVGOthree days later-3.43%final price
AVGOthree days earlier+2.44%final price
AVGOfive days earlier+3.96%final price
CVXthat day-1.22%final price
CVXthe next day+1.31%final price
CVXtwo days later+1.08%final price
CVXthree days later+1.61%final price
CVXthree days earlier-3.18%final price
CVXfive days earlier-4.74%final price
LRCXthat day-3.23%final price
LRCXthe next day-7.96%final price
LRCXtwo days later-5.14%final price
LRCXthree days later-8.14%final price
LRCXthree days earlier+7.93%final price
LRCXfive days earlier+11.84%final price
NVDAthat day-1.88%final price
NVDAthe next day-3.33%final price
NVDAtwo days later-1.99%final price
NVDAthree days later-2.29%final price
NVDAthree days earlier+2.24%final price
NVDAfive days earlier+4.10%final price
SMHthat day-1.11%final price
SMHthe next day-4.47%final price
SMHtwo days later-2.97%final price
SMHthree days later-3.37%final price
SMHthree days earlier+4.51%final price
SMHfive days earlier+7.35%final price
TSMthat day-1.81%final price
TSMthe next day-4.09%final price
TSMtwo days later-2.31%final price
TSMthree days later-1.14%final price
TSMthree days earlier+3.35%final price
TSMfive days earlier+6.50%final price
XOMthat day-1.27%final price
XOMthe next day+1.15%final price
XOMtwo days later+0.71%final price
XOMthree days later+0.51%final price
XOMthree days earlier-2.71%final price
XOMfive days earlier-4.76%final price
SPY
XLE

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How solid the energy case looks

12 out of 100

“Taiwan cites progress on Alaska LNG after Trump says it will buy 30% of output” scores 12 out of 100. The score uses 1 sources.