Geopolitics Alpha

US Moves to Convert Some Sanctioned Shadow Fleet Tankers Into Legal Oil Carriers

Published . Updated .

US Moves to Convert Some Sanctioned Shadow Fleet Tankers Into Legal Oil Carriers UNITED24 Media

Directly affected

  • No company is named in this report.

Indirectly affected

  • FRO Frontline

    Tanker operators earn more when freight rates spike

  • INSW International Seaways

    Tanker operators earn more when freight rates spike

  • DHT DHT Holdings

    Tanker operators earn more when freight rates spike

  • TNK Teekay Tankers

    Tanker operators earn more when freight rates spike

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • 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

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • DAL Delta Air Lines

    Airlines pay more for fuel when oil prices jump

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FRO———————
INSW———————
DHT———————
TNK———————
XLE———————
USO———————
ZIM———————
MATX———————
XOM———————
DAL———————

US Moves to Convert Some Sanctioned Shadow Fleet Tankers Into Legal Oil Carriers UNITED24 Media

Source: UNITED24 Media

How solid the energy case looks

12 out of 100

“US Moves to Convert Some Sanctioned Shadow Fleet Tankers Into Legal Oil Carriers” scores 12 out of 100. The score uses 1 sources.