Geopolitics Alpha

Trump: Houthis are trying to increase oil prices before midterm elections

Published . Updated .

Trump: Houthis are trying to increase oil prices before midterm elections Baltimore Sun

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

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • FRO Frontline

    Longer voyages raise tanker earnings when ships avoid the Red Sea

  • XLE Energy Select Sector SPDR

    Energy prices move when a shipping lane is disrupted

Price reaction, T-5 to T+3

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

Trump: Houthis are trying to increase oil prices before midterm elections Baltimore Sun

Source: Baltimore Sun

Red Sea

SPY
XLE

The Red Sea count beside this story

Red Sea has 103 linked stories in the last 7 days and 103 in the last 30 on the page that also carries “Trump: Houthis are trying to increase oil prices before midterm elections.” The recent pace is rising.

How solid the energy case looks

12 out of 100

“Trump: Houthis are trying to increase oil prices before midterm elections” scores 12 out of 100. The score uses 1 sources.