Geopolitics Alpha

Trump announces Taiwan deal to buy 30% of Alaska LNG output for 20 years

Published . Updated .

ENERGYTrump announces Taiwan deal to buy30% of Alaska LNG output for 20yearsGEOPOLITICS ALPHA

This report is about Semiconductors and Energy. Names like USO typically gain because this fund moves with oil prices. Linked by “lng + output” in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor-2.5% 30d

    A fund of semiconductor companies. Linked by “semiconductor” in this story

  • SOXX iShares Semiconductor-3.7% 30d

    A fund of semiconductor companies. Linked by “semiconductor” in this story

  • NVDA NVIDIA+0.0% 30d

    Chip makers and their suppliers move when export rules or Taiwan risk changes. Linked by “semiconductor” in this story

  • TSM Taiwan Semiconductor-0.0% 30d

    The main advanced-chip manufacturer sits in Taiwan. Linked by “semiconductor” in this story

  • ASML ASML-7.1% 30d

    Chipmaking-equipment sales follow export rules. Linked by “semiconductor” in this story

  • USO United States Oil Fund+8.2% 30d

    This fund moves with oil prices. Linked by “oil price + prices” in this story

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMH+6.29%+2.59%base-3.92%-4.99%-8.22%-6.77%
SOXXNo price data for this ticker———————
NVDA+3.89%+0.37%base-3.07%-4.89%-6.29%-5.00%
TSM+6.12%+1.88%base-3.33%-5.08%-7.28%-5.56%
ASML+5.15%+3.71%base-3.92%-3.39%-4.39%-4.06%
USONo 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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Trump announces Taiwan deal to buy 30% of Alaska LNG output for 20 years TRT World

Source: TRT World

Energy

CompanyWhenMoveStatus
ASMLthat day-3.92%final price
ASMLthe next day-3.39%final price
ASMLtwo days later-4.39%final price
ASMLthree days later-4.06%final price
ASMLthree days earlier+3.71%final price
ASMLfive days earlier+5.15%final price
NVDAthat day-3.07%final price
NVDAthe next day-4.89%final price
NVDAtwo days later-6.29%final price
NVDAthree days later-5.00%final price
NVDAthree days earlier+0.37%final price
NVDAfive days earlier+3.89%final price
SMHthat day-3.92%final price
SMHthe next day-4.99%final price
SMHtwo days later-8.22%final price
SMHthree days later-6.77%final price
SMHthree days earlier+2.59%final price
SMHfive days earlier+6.29%final price
TSMthat day-3.33%final price
TSMthe next day-5.08%final price
TSMtwo days later-7.28%final price
TSMthree days later-5.56%final price
TSMthree days earlier+1.88%final price
TSMfive days earlier+6.12%final price
SPY
XLE

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid the energy case looks

12 out of 100

“Trump announces Taiwan deal to buy 30% of Alaska LNG output for 20 years” scores 12 out of 100. The score uses 1 sources.