Geopolitics Alpha

Trump Highlights Taiwan’s Plan to Buy 6 Million Tonnes of Alaska LNG Annually

Published . Updated .

Trump Highlights Taiwan’s Plan to Buy 6 Million Tonnes of Alaska LNG Annually ChemAnalyst

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
XOM———————
CVX———————
AMD———————
AMAT———————
LRCX———————
SMH———————

Trump Highlights Taiwan’s Plan to Buy 6 Million Tonnes of Alaska LNG Annually ChemAnalyst

Source: ChemAnalyst

Taiwan Strait

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Where this story sits: Taiwan Strait

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “Trump Highlights Taiwan’s Plan to Buy 6 Million Tonnes of Alaska LNG Annually.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“Trump Highlights Taiwan’s Plan to Buy 6 Million Tonnes of Alaska LNG Annually” scores 12 out of 100. The score uses 1 sources.