Geopolitics Alpha

US plan to ease shadow fleet sanctions unlikely to free up many tankers, analysts say

Published . Updated .

US Plan to Ease Shadow Fleet Sanctions Unlikely to Free Up Many Tankers, Analysts Say EnergyNow.com

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 Plan to Ease Shadow Fleet Sanctions Unlikely to Free Up Many Tankers, Analysts Say EnergyNow.com

Source: EnergyNow.com

Taiwan Strait

SPY
XLE

Taiwan Strait, seven days against thirty

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “US plan to ease shadow fleet sanctions unlikely to free up many tankers, analysts say.” The recent pace is rising.

How solid the energy case looks

25 out of 100

“US plan to ease shadow fleet sanctions unlikely to free up many tankers, analysts say” scores 25 out of 100. The score uses 2 sources.