The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump
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The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump lloydslist.com
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
The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump Lloyd's List
Source: Lloyd's List
iShares S&P GSCI Commodity-Indexed Trust (GSG) compared with energy stocks (XLE) since 21 Sep 2026
Since the first closing price after “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is +3.51%. The S&P 500 fund (SPY) is -0.88% over the same days, a +4.39% difference versus the market. energy stocks (XLE) is +9.77%, a -6.26% difference versus that group of stocks.
Who gains and who loses around iShares S&P GSCI Commodity-Indexed Trust (GSG)
Companies carried with this story
- GSG iShares S&P GSCI Commodity-Indexed Trust
For “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump,” iShares S&P GSCI Commodity-Indexed Trust (GSG) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- VDE Vanguard World Fd
For “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump,” Vanguard World Fd (VDE) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- FENY
For “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump,” FENY is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- XOP State Street Spdr S&P Oil & Gas Exploration & Production Etf
In “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump,” State Street Spdr S&P Oil & Gas Exploration & Production Etf (XOP) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- IEZ Ishares U.S. Oil Equipment & Services Etf
Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, high confidence in the 21 Sep 2026 story “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump.” Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- BNO United States Brent Oil Fund
In “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump,” United States Brent Oil Fund (BNO) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- UGA United States Gasoline Fund
In “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump,” United States Gasoline Fund (UGA) is linked, with no stored direction, high confidence. Reason on file: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
- ASC Ardmore Shipping
Ardmore Shipping (ASC) is linked, with no stored direction, medium confidence in the 21 Sep 2026 story “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump.” Reason on file: GA selected ASC as a RELATED security because its canonical security name directly matches this event's themes: shipping. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How energy news reaches iShares S&P GSCI Commodity-Indexed Trust (GSG)
The 21 Sep 2026 story “The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump” names iShares S&P GSCI Commodity-Indexed Trust (GSG) because of Energy.
The link for iShares S&P GSCI Commodity-Indexed Trust (GSG) is this: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
A second company, Vanguard World Fd (VDE), is listed for a different reason: Oil-transport or export disruption can transmit through crude and refined-product prices, energy-producer cash flows, and oil-services activity
Price levels for iShares S&P GSCI Commodity-Indexed Trust (GSG)
FENY traded between 34.72 and 37.59 across 10 sessions. The latest close on file is 37.19. GSG traded between 35.09 and 37.22 across 10 sessions. The latest close on file is 37.04. VDE traded between 176.54 and 190.84 across 10 sessions. The latest close on file is 189.01.
What the saved facts support for iShares S&P GSCI Commodity-Indexed Trust (GSG)
46 out of 100
“The week in charts: Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls at Ukraine’s Danube ports slump” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.