Air Freight in 2026: What North American Shippers Need To Know
Published . Updated .
This report is about container shipping.
Directly affected
- No company is named in this report.
Indirectly affected
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- ZIM ZIM Integrated Shipping Services+1.3% 30d
ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
- MATX Matson-5.7% 9d
Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
- DAC Danaos
Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
- KEX Kirby+3.8% 30d
Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWET | -4.39% | -3.93% | base | after close | after close | after close | after close |
| IYT | -1.16% | -1.02% | base | after close | after close | after close | after close |
| ZIM | +4.03% | +4.49% | base | after close | after close | after close | after close |
| MATX | +2.55% | +2.06% | base | after close | after close | after close | after close |
| DAC | +0.47% | +0.95% | base | after close | after close | after close | after close |
| KEX | -6.43% | +1.44% | base | after close | after close | after close | after close |
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
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Air Freight in 2026: What North American Shippers Need To Know Maersk
Source: Maersk
Price since this story was published: Amplify Commodity Trust (BWET)
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | -3.93% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | -4.39% | final price |
| Danaos (DAC) | three days earlier | +0.95% | final price |
| Danaos (DAC) | five days earlier | +0.47% | final price |
| Ishares Tr (IYT) | three days earlier | -1.02% | final price |
| Ishares Tr (IYT) | five days earlier | -1.16% | final price |
| Kirby (KEX) | three days earlier | +1.44% | final price |
| Kirby (KEX) | five days earlier | -6.43% | final price |
| Matson (MATX) | three days earlier | +2.06% | final price |
| Matson (MATX) | five days earlier | +2.55% | final price |
| ZIM Integrated Shipping Services (ZIM) | three days earlier | +4.49% | final price |
| ZIM Integrated Shipping Services (ZIM) | five days earlier | +4.03% | final price |
Who gains and who loses around Amplify Commodity Trust (BWET)
Companies mentioned with this story
- BWET Amplify Commodity Trust
For “Air Freight in 2026: What North American Shippers Need To Know,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
- IYT Ishares Tr
Ishares Tr (IYT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Air Freight in 2026: What North American Shippers Need To Know.” Reason on file: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
- ZIM ZIM Integrated Shipping Services
ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Air Freight in 2026: What North American Shippers Need To Know.” Reason on file: ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
- MATX Matson
In “Air Freight in 2026: What North American Shippers Need To Know,” Matson (MATX) is linked, with no stored direction, medium confidence. Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
- DAC Danaos
In “Air Freight in 2026: What North American Shippers Need To Know,” Danaos (DAC) is linked, with no stored direction, medium confidence. Reason on file: Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
- KEX Kirby
In “Air Freight in 2026: What North American Shippers Need To Know,” Kirby (KEX) is linked, with no stored direction, medium confidence. Reason on file: Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “freight” (container shipping) in this story
Amplify Commodity Trust (BWET) and the shipping link
Amplify Commodity Trust (BWET) is the company in “Air Freight in 2026: What North American Shippers Need To Know,” the 2 Nov 2026 Shipping story.
The link for Amplify Commodity Trust (BWET) is this: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
Also listed, Ishares Tr (IYT): iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story
The price range for Amplify Commodity Trust (BWET), and the dates in the story
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ZIM traded between 28.73 and 30.98 across 20 sessions. The latest close on file is 29.73.
How solid the shipping case looks
46 out of 100
“Air Freight in 2026: What North American Shippers Need To Know” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.