Geopolitics Alpha

Taiwan plans to buy liquefied natural gas from Alaska pipeline project

Published . Updated .

Taiwan plans to buy liquefied natural gas from Alaska pipeline project Japan Today

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA

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

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • AMD AMD

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

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
XOM———————
CVX———————
AMD———————
AMAT———————
LRCX———————
SMH———————

Taiwan plans to buy liquefied natural gas from Alaska pipeline project Japan Today

Source: Japan Today

Taiwan Strait

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How busy Taiwan Strait has been lately

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Taiwan plans to buy liquefied natural gas from Alaska pipeline project.” The recent pace is rising.

How solid the energy case looks

100 out of 100

“Taiwan plans to buy liquefied natural gas from Alaska pipeline project” scores 100 out of 100. The score uses 12 sources.