The End of Black Sea Shipping
Published . Updated .
The End of Black Sea Shipping Zeihan on Geopolitics
Directly affected
- No company is named in this report.
Indirectly affected
- 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
- XLE Energy Select Sector SPDR
Energy prices move when Russian supply is at risk
- GD General Dynamics
Defense contractors get more work when conflict spending rises
- ITA iShares U.S. Aerospace & Defense
A fund of aerospace and defense companies
- ZIM ZIM Integrated Shipping
Container lines are exposed when a shipping lane is disrupted
- MATX Matson
Container lines are exposed when a shipping lane is disrupted
- USO United States Oil Fund
This fund moves with oil prices
- WEAT Teucrium Wheat
Wheat prices rise when Black Sea grain is disrupted
Price reaction, T-5 to T+3
The End of Black Sea Shipping Zeihan on Geopolitics
Source: Zeihan on Geopolitics
Black Sea
Where “The End of Black Sea Shipping” sits: Black Sea
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How solid the shipping case looks
12 out of 100
“The End of Black Sea Shipping” scores 12 out of 100. The score uses 1 sources.