Geopolitics Alpha

The Iraqi Pipeline Game: How Cooperating with Iraq and Syria Can Help Israel Compete with Turkey

Published . Updated .

The Iraqi Pipeline Game: How Cooperating with Iraq and Syria Can Help Israel Compete with Turkey

Recent wars involving Israel, the United States, and Iran altered the regional balance of power and severely disrupted shipping through the Strait of Hormuz. These developments increased the need for

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    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.

  • EIS iShares MSCI Israel ETF-1.2% 13d

    iShares MSCI Israel ETF holds stocks listed in Israel, which this story is about (“israel”).

  • TUR iShares MSCI Turkey ETF-21.7% 30d

    iShares MSCI Turkey ETF holds stocks listed in Turkey, which this story is about (“turkey”).

  • ZIM ZIM Integrated Shipping Services+1.3% 30d

    ZIM Integrated Shipping Services (deep sea foreign transportation of freight, with business in Israel): 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.

  • KEX Kirby+3.8% 30d

    Kirby (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.

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———————
EISNo price data for this ticker———————
TURNo price data for this ticker———————
ZIMNo price data for this ticker———————
MATXNo price data for this ticker———————
KEXNo price data for this ticker———————
DACNo 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.

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The Iraqi Pipeline Game: How Cooperating with Iraq and Syria Can Help Israel Compete with Turkey Begin-Sadat Center for Strategic Studies

Source: Begin-Sadat Center for Strategic Studies

Strait of Hormuz on the map for this story

Strait of Hormuz

The place named with “The Iraqi Pipeline Game: How Cooperating with Iraq and Syria Can Help Israel Compete with Turkey” is Strait of Hormuz.

How solid the energy case looks

12 out of 100

“The Iraqi Pipeline Game: How Cooperating with Iraq and Syria Can Help Israel Compete with Turkey” scores 12 out of 100. The score uses 1 sources.