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The Week in Charts: North Korean ghost voyages expose gaps in sanctions monitoring | Chinese operators lead surge in Red Sea and Suez vehicle carrier transits

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The Week in Charts: North Korean ghost voyages expose gaps in sanctions monitoring | Chinese operators lead surge in Red Sea and Suez vehicle carrier transits Lloyd's List

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • FRO Frontline

    Longer voyages raise tanker earnings when ships avoid the Red Sea

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC———————
GSL———————
XLE———————
USO———————
SBLK———————
GOGL———————
FRO———————
XOM———————

The Week in Charts: North Korean ghost voyages expose gaps in sanctions monitoring | Chinese operators lead surge in Red Sea and Suez vehicle carrier transits Lloyd's List

Source: Lloyd's List

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