Geopolitics Alpha

The Black Sea is now the world’s deadliest shipping route

Published . Updated .

SHIPPING · BLACK SEAThe Black Sea is now the world’sdeadliest shipping routeGEOPOLITICS ALPHA

This report is about container shipping.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF+40.2% 19d

    Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.

  • ZIM ZIM Integrated Shipping Services+1.3% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • MATX Matson-5.7% 9d

    Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • DAC Danaos

    Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

  • KEX Kirby+5.4% 30d

    Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWETNo price data for this ticker———————
IYTNo price data for this ticker———————
ZIM-1.23%-0.66%base+0.34%+1.30%+1.09%-0.51%
MATX+1.35%+2.85%base+0.30%+1.57%-0.15%-1.10%
DACNo price data for this ticker———————
KEXNo price data for this ticker———————

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.

The Black Sea is now the world’s deadliest shipping route Financial Times

Source: Financial Times

Black Sea

CompanyWhenMoveStatus
MATXthat day+0.30%final price
MATXthe next day+1.57%final price
MATXtwo days later-0.15%final price
MATXthree days later-1.10%still updating
MATXthree days earlier+2.85%final price
MATXfive days earlier+1.35%final price
ZIMthat day+0.34%final price
ZIMthe next day+1.30%final price
ZIMtwo days later+1.09%final price
ZIMthree days later-0.51%still updating
ZIMthree days earlier-0.66%final price
ZIMfive days earlier-1.23%final price
SPY
XLI

Where “The Black Sea is now the world’s deadliest shipping route” sits: Black Sea

Black Sea

Geopolitics Alpha has 10 stories about Black Sea from the past 7 days and 43 stories from the past 30. That is about its usual pace over the past month. “The Black Sea is now the world’s deadliest shipping route” is tagged to Black Sea.

How solid the shipping case looks

12 out of 100Price not final

“The Black Sea is now the world’s deadliest shipping route” scores 12 out of 100. The score uses 1 sources. The price is not final yet.