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Werner Enterprises, Inc. (WERN) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Seeking Alpha· 2026-02-17 20:35
Question-and-Answer SessionSo just to start, right, everyone is thinking a lot about kind of the broader macro environment, right, the uplift that could come. A lot of people have been excited about what we're seeing here from spot rates here early in the year. Talk to us about how you're interpreting kind of the spot rate trend here at the start of the year. How durable do you think it is? How much of it is weather-related versus real confirmation of a structural shift?Derek LeathersChairman & CEO Sure. I' ...
LNG Shipping Stocks: Driven By Spot Rates Or Geopolitics?
Seeking Alpha· 2025-03-11 16:21
Group 1 - The UP World LNG Shipping Index (UPI) increased by 1.12% over the past week, contrasting with a 3.1% decline in the S&P 500 [1] - Geopolitical developments, including unclear U.S. energy policies and interest in Nord Stream 2, have significantly influenced LNG shipping stocks despite low spot rates [1] - The performance of LNG shipping stocks is being closely monitored in light of ongoing geopolitical tensions and market conditions [1]