Black Sea drone attacks threaten global shipping route | DW News
Published . Updated .
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This report is about container shipping and defense.
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 “shipping” (container shipping) in this story.
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story.
- DBA Invesco DB Agriculture Fund-6.1% 30d
Invesco DB Agriculture Fund: it follows farm commodity prices. Linked by “black sea” (grains and farm goods) in this story.
- ZIM ZIM Integrated Shipping Services-2.4% 30d
ZIM Integrated Shipping Services (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.
- MATX Matson-3.5% 9d
Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story.
- KEX Kirby-12.6% 30d
Kirby (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (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 “shipping” (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 | +35.08% | +5.02% | base | after close | after close | after close | after close |
| IYT | +2.62% | +5.05% | base | after close | after close | after close | after close |
| ITA | +3.67% | +2.77% | base | after close | after close | after close | after close |
| DBA | +2.60% | +1.24% | base | after close | after close | after close | after close |
| ZIM | +1.38% | +2.00% | base | after close | after close | after close | after close |
| MATX | +4.55% | -0.52% | base | after close | after close | after close | after close |
| KEX | +16.23% | +5.83% | base | after close | after close | after close | after close |
| DAC | +3.99% | +3.01% | 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.
Black Sea drone attacks threaten global shipping route | DW News Modern Ghana
Source: Modern Ghana
How Amplify Commodity Trust (BWET) moved after the last 12 defense shocks
Amplify Commodity Trust (BWET) the next day, across 12 earlier stories: average -14.87%, largest gain -10.37%, largest drop -22.25%, from 10 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Amplify Commodity Trust (BWET) | the next day | -14.87% | -10.37% | -22.25% | 10 |
| Amplify Commodity Trust (BWET) | three days later | -28.03% | -28.03% | -28.03% | 6 |
| Ishares Tr (IYT) | the next day | +0.72% | +1.22% | -0.77% | 4 |
| Ishares Tr (IYT) | three days later | +0.44% | +0.44% | +0.44% | 3 |
| IShares U.S. Aerospace & Defense ETF (ITA) | the next day | -1.21% | +3.18% | -5.60% | 2 |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days later | -2.60% | -2.60% | -2.60% | 1 |
| Invesco Db Agriculture Fund (DBA) | the next day | -1.36% | -1.21% | -1.51% | 4 |
| Invesco Db Agriculture Fund (DBA) | three days later | -2.70% | -2.70% | -2.70% | 2 |
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- India Pushes for Safe Black Sea Shipping, Energy Security Amid Russia-Ukraine War | Videos
- Black Sea blockade: Russia avoids grain tariffs by routing exports through the Baltics
- Sanctioned Russian “shadow fleet” tanker Louise 1 attacked near Strait of Hormuz, months after being targeted by Ukraine in the Black Sea
Amplify Commodity Trust (BWET) compared with industrial stocks (XLI) since 8 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +5.02% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +35.08% | final price |
| Danaos (DAC) | three days earlier | +3.01% | final price |
| Danaos (DAC) | five days earlier | +3.99% | final price |
| Invesco Db Agriculture Fund (DBA) | three days earlier | +1.24% | final price |
| Invesco Db Agriculture Fund (DBA) | five days earlier | +2.60% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +2.77% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +3.67% | final price |
| Ishares Tr (IYT) | three days earlier | +5.05% | final price |
| Ishares Tr (IYT) | five days earlier | +2.62% | final price |
| Kirby (KEX) | three days earlier | +5.83% | final price |
| Kirby (KEX) | five days earlier | +16.23% | final price |
| Matson (MATX) | three days earlier | -0.52% | final price |
| Matson (MATX) | five days earlier | +4.55% | final price |
| ZIM Integrated Shipping Services (ZIM) | three days earlier | +2.00% | final price |
| ZIM Integrated Shipping Services (ZIM) | five days earlier | +1.38% | final price |
Where this story sits: Black Sea
Geopolitics Alpha has 13 stories about Black Sea from the past 7 days and 58 stories from the past 30. That is about its usual pace over the past month. “Black Sea drone attacks threaten global shipping route | DW News” is tagged to Black Sea.
Who gains and who pays if Black Sea stays in the story
Companies mentioned with this story
- BWET Amplify Commodity Trust
For “Black Sea drone attacks threaten global shipping route | DW News,” 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 “shipping” (container shipping) in this story
- IYT Ishares Tr
In “Black Sea drone attacks threaten global shipping route | DW News,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
- ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Black Sea drone attacks threaten global shipping route | DW News.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “drone” (defense) in this story
- DBA Invesco Db Agriculture Fund
Invesco Db Agriculture Fund (DBA) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Black Sea drone attacks threaten global shipping route | DW News.” Reason on file: Invesco DB Agriculture Fund: it follows farm commodity prices. Linked by “black sea” (grains and farm goods) in this story
- ZIM ZIM Integrated Shipping Services
ZIM Integrated Shipping Services (ZIM) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Black Sea drone attacks threaten global shipping route | DW News.” 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 “shipping” (container shipping) in this story
- MATX Matson
Matson (MATX) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Black Sea drone attacks threaten global shipping route | DW News.” Reason on file: Matson (water transportation): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story
- KEX Kirby
In “Black Sea drone attacks threaten global shipping route | DW News,” 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 “shipping” (container shipping) in this story
- DAC Danaos
Danaos (DAC) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Black Sea drone attacks threaten global shipping route | DW News.” Reason on file: Danaos (deep sea foreign transportation of freight): shipping lines' rates jump when routes or ports are disrupted. Linked by “shipping” (container shipping) in this story
Amplify Commodity Trust (BWET) and the defense link
“Black Sea drone attacks threaten global shipping route | DW News” (8 Nov 2026) reaches Amplify Commodity Trust (BWET) through Black Sea.
What ties Amplify Commodity Trust (BWET) to the headline is this: Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
Also listed, Ishares Tr (IYT): iShares U.S. Transportation ETF: it tracks shipping freight. Linked by “shipping” (container shipping) in this story
Dates in the story, and the Amplify Commodity Trust (BWET) price range
BWET traded between 788.51 and 1047.07 across 17 sessions. The latest close on file is 907.20. ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38.
The defense score for Amplify Commodity Trust (BWET)
46 out of 100
“Black Sea drone attacks threaten global shipping route | DW News” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.