Geopolitics Alpha

Trump’s Plan to Import More Ground Beef Is Falling Short

Published . Updated .

SHIPPING · TAIWAN STRAITTrump’s Plan to Import More GroundBeef Is Falling ShortGEOPOLITICS ALPHA

About a fifth of the 300,000 metric tons of lean beef trimmings have come through customs, six weeks through a program designed to lower prices.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping-1.9%

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson-5.7%

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos+2.6%

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease-8.6%

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers-6.6%

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM+0.53%+0.29%baseafter closeafter closeafter closeafter close
MATX+3.16%+4.40%baseafter closeafter closeafter closeafter close
DAC+0.28%-0.48%baseafter closeafter closeafter closeafter close
GSL-0.18%-0.42%baseafter closeafter closeafter closeafter close
SBLK-3.14%-1.99%baseafter closeafter closeafter closeafter close
GOGL+11.63%+11.63%baseafter closeafter closeafter closeafter close

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

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About a fifth of the 300,000 metric tons of lean beef trimmings have come through customs, six weeks through a program designed to lower prices.

Source: The New York Times

Taiwan Strait

CompanyWhenMoveStatus
DACthree days earlier-0.48%final price
DACfive days earlier+0.28%final price
GOGLthree days earlier+11.63%final price
GOGLfive days earlier+11.63%final price
GSLthree days earlier-0.42%final price
GSLfive days earlier-0.18%final price
MATXthree days earlier+4.40%final price
MATXfive days earlier+3.16%final price
SBLKthree days earlier-1.99%final price
SBLKfive days earlier-3.14%final price
ZIMthree days earlier+0.29%final price
ZIMfive days earlier+0.53%final price

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’s Plan to Import More Ground Beef Is Falling Short.” The recent pace is rising.

How solid “Trump’s Plan to Import More Ground Beef Is Falling Short” looks

12 out of 100

“Trump’s Plan to Import More Ground Beef Is Falling Short” scores 12 out of 100. The score uses 1 sources.