Group

Supply Shock in MidEast Short

5 themes46 tickers
10D rank10D#21of 172 groups/172
Middle East supply chain keeping you up at night? This group peeks into how potential disruptions squeeze global logistics, farmers, metal-heavy aircraft suppliers, mid-east hotels and Jones Act shippers. It's a sobering look at key markets during a Middle Eastern war.

Themes in this group

Supply Shock in MidEast Short '26: FarmersFarmers13$4.61B$59.99B-1.76%+3.31%+9.19%-1.54%+3.34%-1.82%-6.94%-46.65%+4.83%+3.09%+12.80%-0.41%+1.96%+6.95%
Supply Shock in MidEast Short '26: Aftermarket Aircraft SuppliersAftermarket Aircraft Suppliers7$19.63B$137.44B-0.10%+3.29%+7.28%-0.73%-6.15%-4.65%-54.55%-135.18%+15.77%+9.48%+15.98%-30.90%+3.33%+13.19%
Supply Shock in MidEast Short '26: MidEast Hotels & ConventionsMidEast Hotels & Conventions6$30.61B$183.63B-0.02%+2.76%+2.29%+0.81%-1.74%-1.22%-19.12%-83.66%+4.44%-4.01%+16.67%-13.23%+5.11%-1.45%
Supply Shock in MidEast Short '26: Jones Act ShippersJones Act Shippers5$3.30B$16.52B-3.25%-0.26%-1.62%-4.43%-15.11%-29.62%-15.12%-71.50%+2.36%-1.36%-2.67%-24.51%+2.10%-4.15%
Supply Shock in MidEast Short '26: Global LogisticsGlobal Logistics15$35.82B$537.37B-1.19%-1.05%+0.38%-1.20%-5.26%-18.82%-34.95%-42.26%+6.96%+4.57%+5.34%-38.68%+0.03%+3.03%

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