Geopolitics Alpha

Trump Says Taiwan to Buy Gas From Alaska LNG Export Project

Published . Updated .

ENERGYTrump Says Taiwan to Buy Gas FromAlaska LNG Export ProjectGEOPOLITICS ALPHA

This report is about natural gas and semiconductors.

Directly affected

  • No company is named in this report.

Indirectly affected

  • UNG United States Natural Gas Fund-7.2% 30d

    United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • XLE Energy Select Sector SPDR+7.4% 30d

    Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.

  • SMH VanEck Semiconductor ETF-2.5% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF-6.7% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “taiwan” (defense) in this story.

  • EWT iShares MSCI Taiwan ETF+5.9% 30d

    iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”).

  • LNG Cheniere Energy+8.9% 30d

    Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.

  • TSM Taiwan Semiconductor Manufacturing-0.0% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story.

  • EQT Eqt+4.5% 19d

    Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
UNGNo price data for this ticker———————
XLENo price data for this ticker———————
SMH+6.29%+2.59%base-3.92%-4.99%-8.22%-6.77%
ITANo price data for this ticker———————
EWTNo price data for this ticker———————
LNGNo price data for this ticker———————
TSM+6.12%+1.88%base-3.33%-5.08%-7.28%-5.56%
EQTNo 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 Says Taiwan to Buy Gas From Alaska LNG Export Project Bloomberg.com

Source: Bloomberg

Energy

CompanyWhenMoveStatus
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

Trades by members of Congress and officials 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 Says Taiwan to Buy Gas From Alaska LNG Export Project” scores 12 out of 100. The score uses 1 sources.