Geopolitics Alpha

This 55-year-old boat is NYC’s first step towards moving freight deliveries from land to sea

Published . Updated .

This 55-year-old boat is NYC’s first step towards moving freight deliveries from land to sea Planetizen

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

  • 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

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ZIM———————
MATX———————
ITA———————
BA———————
LHX———————
HII———————

This 55-year-old boat is NYC’s first step towards moving freight deliveries from land to sea Planetizen

Source: Planetizen

Taiwan Strait, seven days against thirty

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “This 55-year-old boat is NYC’s first step towards moving freight deliveries from land to sea.” The recent pace is rising.

How solid the defense case looks

12 out of 100

“This 55-year-old boat is NYC’s first step towards moving freight deliveries from land to sea” scores 12 out of 100. The score uses 1 sources.