Geopolitics Alpha

Tanker from Türkiye catches fire off Romania as Black Sea ship attacks spread

Published . Updated .

Tanker from Türkiye catches fire off Romania as Black Sea ship attacks spread Türkiye Today

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
LMT———————
RTX———————
NOC———————
GD———————
ZIM———————
DAL———————

Tanker from Türkiye catches fire off Romania as Black Sea ship attacks spread Türkiye Today

Source: Türkiye Today

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How solid the energy case looks

12 out of 100

“Tanker from Türkiye catches fire off Romania as Black Sea ship attacks spread” scores 12 out of 100. The score uses 1 sources.