BWET: Refiners Are Finding Ways Around The Freight Boom (NYSEARCA:BWET)
Published . Updated .
This report is about refining and container shipping.
Directly affected
- BWET Amplify Commodity Trust+61.1% 18d
Named in this report.
Indirectly affected
- CRAK VanEck Oil Refiners ETF
VanEck Oil Refiners ETF: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story.
- XLE Energy Select Sector SPDR+5.6% 30d
Energy Select Sector SPDR: it holds refiners, whose margins move with fuel prices. Linked by “refiner” (refining) in this story.
- VLO Valero Energy+11.5% 30d
Valero Energy (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- MPC Marathon Petroleum+10.2% 7d
Marathon Petroleum (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- PSX Phillips 66+14.5% 30d
Phillips 66 (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- XOM ExxonMobil Holdings+11.8% 12d
ExxonMobil Holdings (petroleum refining): refiners' margins move with crude and fuel prices. Linked by “refiner” (refining) in this story.
- ZIM ZIM Integrated Shipping Services-0.1% 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.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| CRAKNo price data for this ticker | — | — | — | — | — | — | — |
| XLENo price data for this ticker | — | — | — | — | — | — | — |
| VLONo price data for this ticker | — | — | — | — | — | — | — |
| MPCNo price data for this ticker | — | — | — | — | — | — | — |
| PSXNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -2.72% | -2.80% | base | +0.41% | -1.64% | after close | after close |
| ZIM | -1.23% | -0.66% | base | +0.34% | +1.30% | after close | after close |
| MATX | +1.35% | +2.85% | base | +0.30% | +1.57% | 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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BWET: Refiners Are Finding Ways Around The Freight Boom (NYSEARCA:BWET) Seeking Alpha
Source: Seeking Alpha
Shipping
| Company | When | Move | Status |
|---|---|---|---|
| MATX | that day | +0.30% | final price |
| MATX | the next day | +1.57% | final price |
| MATX | three days earlier | +2.85% | final price |
| MATX | five days earlier | +1.35% | final price |
| XOM | that day | +0.41% | final price |
| XOM | the next day | -1.64% | final price |
| XOM | three days earlier | -2.80% | final price |
| XOM | five days earlier | -2.72% | final price |
| ZIM | that day | +0.34% | final price |
| ZIM | the next day | +1.30% | final price |
| ZIM | three days earlier | -0.66% | final price |
| ZIM | five days earlier | -1.23% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. David J. Taylor sold Marathon Petroleum (MPC), worth $1,001 - $15,000 on 22 Sep 2026. That is 34 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 56 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 87 days before publication. Filed 22 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the shipping case looks
12 out of 100
“BWET: Refiners Are Finding Ways Around The Freight Boom (NYSEARCA:BWET)” scores 12 out of 100. The score uses 1 sources.